Clients Contract sign off via Online
Welcome Offer-From Email and Automatic from Online Accounts
Clients Documents Request and checklist provide and save them in the server as below:
- Passport and Proof of Address of all Employee and Directors
- Sign off 64-8 Form for Agent to talk over the phone
- All Director UTR number for Self-assessment, If not available, Please register through Government Gateway –using Individual Gateway and Save them in Control Sheet.
- PAYE Registration and Collect PAYE Registration Letter and Activation by using Government Gateway
- Collect Corporation tax no along with Office Number and CT Registration and Activation by using Government Gateway
- VAT Registration and Collect VAT Number and Activation by using Government Gateway
- Authentication code from Companies House apply and collection
For Book Keeping:
- Ask for Sale Receipts and Summary sheet in excel
- Bank statement as per accounting year end
- Expense Receipts
- Fixed Asset purchase
- Bank Loan and any other loan
- Investment in Share market
- Debtors and Creditors balance
For VAT Return :
- Follow as above
- Previous Quarter Return and Calculations
Annual Accounts:
- Follow as above
- Previous Year Accounts and Trial Balance
For CT Return:
- Fixed Asset schedule for Capital allowance
- Previous year CT Return
For PAYE:
- National Insurance number of all director and Employee
- P46 Form fill up by all employee and Wages rate and No of Hours per week or p45
- Passport of their employees
For Self-Assessment:
- Income Details Form to be filled up; Specially Property, Self Employment, Employment, and Foreign Income.
- Ask for all Income details and expense records for bookkeeping
For Pension:
- Pension letter and what is the up-to-date registration and update details with the pension provider.