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Email
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Tax references
UTR (Unique Taxpayer Reference)
Companies House number
Accounting period end (year end) *
Client since
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VAT
VAT registered?
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VAT number
VAT scheme
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Cash Accounting
Flat Rate Scheme
Annual Accounting
VAT quarter stagger (period end months)
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Mar / Jun / Sep / Dec
Apr / Jul / Oct / Jan
May / Aug / Nov / Feb
Monthly
Bookkeeping & software
Bookkeeping / accounts software
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Xero
QuickBooks
Sage
FreeAgent
Sage 50
QuickBooks Desktop
Spreadsheet
Manual records
Other
Who does the bookkeeping?
Client
Our practice
Third party
Services required
Year end accounts
Corporation tax
VAT returns
Self Assessment
Payroll
Bookkeeping
CIS
Confirmation statement
Management accounts
Payroll & CIS
Payroll frequency
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Weekly
Fortnightly
Monthly
Number of employees
Pension auto-enrolment
No / N/A
Yes
CIS role
None
Contractor
Subcontractor
Fees
Fee amount (ยฃ)
Billing frequency
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Quarterly
Annual
One-off
Last invoiced
AML & onboarding
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