New Client Information

First Name

Last Name

Organisation Name

Company Number

Charity Number

Client Type
—Please choose an option—Limited CompanySole TraderCharity-unincorporatedCharity-companyPartnershipSCIOIndividualUnincorporated Association

NI Number

Date of Birth (if Individual or Sole Trader)

Unique Taxpayer Reference

VAT Registration Number

PAYE Reference Number

Companies House Authentication Code

OSCR Online Password

Notes

Year End Date
31-Mar30-Apr31-May30-June31-July31-Aug30-Sep31-Oct30-Nov31-Dec31-Jan28-Feb

Phone Number

Your Email

Website

Address

Postcode

How did you hear about us?
—Please choose an option—Word of mouthGoogleSocial mediaACIE WebsiteVisitWestEndScottish Accountancy & Finance Awards

I give consent to receiving and approving documents electronically*
—Please choose an option—YesNo

*We use an online platform for sharing and approving documents with clients. If you would prefer not to use this system we will send your documents in the post.

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