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Title:
Mr
Mrs
Miss
Ms
Name:
*
Company:
Company Address:
Telephone:
*
Email:
*
Trade/Profession:
How long have you been trading?:
No. of employees:
Approx turnover:
What is the legal status of your business? :
Sole Trader
Limited Company
Partnership
LLP
Tax return only
Other
How many people own the business?:
What is the financial year end?:
Are you VAT registered? :
Yes
No
What best describes your accounting records?:
Computerised program
Spreadsheets
Manual Cashbook
Other
If manual books, do you analyse expenditure between different types of expenses into different columns & total the columns up?:
Yes
No
Approx how many transactions appear on your bank statements each month?:
Do you prepare a regular bank reconciliation? :
Yes
No
Don't know
Please add anything else that would help us to understand what your records are like:
Other significant sources of income/capital gains that are relevant to personal Tax Return:
Annual Accounts Preparation :
Yes
No
Business Tax:
Yes
No
Personal Self Assessment Tax Returns - select number to be completed (e.g yourself plus any business partners ) :
1
2
3
Dealing with Companies House:
Yes
No
Payroll:
Yes - Weekly
Yes - Monthly
No
Bookkeeping:
Yes
No
VAT Returns:
Yes
No
Management Accounts:
Yes - Weekly
Yes - Monthly
No
Other services required:
Anything other information:
Please let us know what is important to you about the service you receive from your accountant:
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