Registration

To register with us as a client, please complete this form and submit it.

Its for our internal use and is reviewed on receipt, so don't worry about missing anything or potentially incorrect answers

You may find it helpful to print off a copy of this form first, and check you have the necessary information before completing on-line - this is best done after you complete the first entry "tailoring this form" as based on that entry the content of the form changes dynamically.

If you have difficulties in using the online version, then you are welcome to print, fill in on paper and email or post to us, or contact us to pre book a telephone call for us to take the data over the phone

If you are a sole trader Yoga Teacher, then please use the form on the website for YogaTax our daughter business

Save and continue enables you to save and return in 30 days

You will receive an email acknowledgement, and a copy for your records. (If you do not receive this you may have mis-typed your email address when completing the form.)

This form is secure (check for https in your browser).

* These fields are required

Tailoring this Form

Tailoring this form*

Existing company/LLP
Company formation
Partnership / sole trader
Personal tax client

To tailor this form to your needs, please select:

~Have an existing company/LLP and asking us to act for you

~Have Whitefield form a new company for you

~Register as sole trader / partnership

~Register as a personal tax client

For our PSC clients you will want one of the first two options, depending on whether you already have a company or not

Does your registration relate to our YogaTax business?

We have a daughter business YogaTax for people working in the Yoga.

This information helps us tailor our service to you.

If you are a sole trader Yoga Teacher, then please use the form on the website for YogaTax otherwise for more complex YogaTax registrations, eg companies and partnerships continue with this form as its more comprehensive.

No, it does not
Yes, it does

Contact Details

Your Name*

Prefix First Middle Last

Your business / company name? (If a personal tax client, enter none)

Your Email (Main email contact address - we will use this for all correspondence as far as possible)*

Enter Email Confirm Email

Address (Please enter your postal address for day to day contact - we will use email where possible)*

Street Address Address Line 2 City County / State / Region ZIP / Postal Code Country

Mobile phone

Home phone

Work phone

Social media addresses for your business?

If you have social media accounts like Facebook Page, Twitter, Instagram, please let us have the details, so we can follow if appropriate.

Yes, details below
No, I don't have any

Social Media Details

Trade / business sector (A description of what you do, eg IT contractor, Freelance engineer, solicitor, retired, private client)

How did you hear about us?

Additional contact information (If there are any additional contact details, eg bookkeeper or office manager, please enter details)

Any immediate items we need to attend to for you?

Yes, there are
No, there are not

Detail on immediate items we need to attend to?

Referral name (If you were referred to us by a friend / colleague, please enter their name so we can say thank you.)

Personal Tax Client Section

Date of Birth

Nationality

National Insurance Number

Personal Tax / Self Assessment Reference (normally 10 digits, 2 sets of 5)

If you are not yet registered with HMRC for Self Assessment please enter "not yet registered"

Existing Business Section

Company/LLP name

Business name

Company/LLP registration number (Companies House)

Companies House filing authentication code (Authentiation code for Companies House (goes with Company/LLP number), 6 digits alphanumeric ) - enter n/a if you are not a company

Are you registered as Self Employed with HMRC?

Yes, I am
No, I am not but I am doing this now
No, I am not, please attend to this for me

Date you started trading

Are you VAT registered?

Yes, VAT registered
No, not VAT registered

VAT registration number

VAT online user ID

VAT online password

Corporation Tax or Partnership Self Assessment registration number (n/a if not known or sole trader)

Employers PAYE scheme reference (n/a if not known or none)

Employers PAYE HMRC accounts office reference (n/a if not known or none)

Business year end

Banking (Please provide the name of your business bank, address, account number and sort-code)

Date last accounts prepared prepared to (or enter none)

Bookkeeping (Please provide brief details of your bookkeeping system, eg spreadsheet, sage, other programme, manual, and who undertakes this)

Sole trader / Director / Partner 1 - Name

Prefix First Middle Last

Sole trader / Director / Partner 1 - Role

Select all which apply

Sole trader
Director
Partner
Company Secretary
Shareholder

Sole trader / Director / Partner 1 - Address

As main contact details above
Different address

Street Address Address Line 2 City County / State / Region ZIP / Postal Code Country

Sole trader / Director / Partner 1 - Date of Birth

Sole trader / Director / Partner 1 - Nationality

Sole trader / Director / Partner 1 - National Insurance Number

Sole trader / Director / Partner 1 - shareholding in company/partnership share (n/a if sole trader)

Sole trader / Director / Partner 1 - Email - if different to main contact details

Sole trader / Director / Partner 1 - Phone number(s) - if different to main contact details

Sole trader / Director / Partner 1 - Personal Tax / Self Assessment Reference (normally 10 digits, 2 sets of 5)

Personal Tax / Self Assessment Reference (normally 10 digits, 2 sets of 5)

If you are not yet registered with HMRC for Self Assessment please enter "not yet registered"

Add a second person as an director/partner etc?

Yes
No

Secretary / Director / Partner 2 - Name

Prefix First Middle Last

Sole trader / Director / Partner 2 - Role

Select all which apply

Partner
Director
Company Secretary
Shareholder

Secretary / Director / Partner 2 - Address

As main contact details above
Different address

Street Address Address Line 2 City County / State / Region ZIP / Postal Code Country

Secretary / Director / Partner 2 - Date of Birth

Secretary / Director / Partner 2 - Nationality

Secretary / Director / Partner 2 - Shareholding in company/partnership share

Secretary / Director / Partner 2 - Email - if different to main contact details

Sole trader / Director / Partner 2 - Phone number(s) - if different to main contact details

Secretary / Director / Partner 2 - Personal Tax / Self Assessment Reference (normally 10 digits, 2 sets of 5)

Personal Tax / Self Assessment Reference (normally 10 digits, 2 sets of 5)

If you are not yet registered with HMRC for Self Assessment please enter "not yet registered"

Secretary / Director / Partner 2 - National Insurance Number

Further directors/partners/shareholders (Please provide similar information for all other directors, partners and shareholders - if none enter "n/a")

Immediate issues - Please provide details of any immediate issues that need attending to, eg VAT registration, over due accounts, IR35 or PAYE advice)

Company Formation

Proposed company name(s) (see notes below)

Notes: Please give us your proposed company name; we strongly advise checking at Companies House for availability.

If possible, please provide some alternatives.

Our guidance on names is here: selecting company names (opens in a new window)

Customers (Please give a description of your main source of income - this is so we can properly advise about business structure)

Income via an employment agency (as contractor / freelancer)
Income from a number of other business (business to business)
Income from one main business customer (eg subcontract / consulting work)
Income from non businesses (eg general public)

Type of business activity / trade description (A brief description of the company's proposed activities)

Date you intend to start trading

Number of shares to be issued (see note below)

Yes 100 shares
No shares as below

Note: Unless specified otherwise, we will normally issue 100 shares and arrange the percentage split from there (there are not normally any advantages to having higher or lower share capital).

Number of shares required if not 100

Directors and Shareholders

Please give the name of at least one director. If you wish you can have a company secretary (optional) or other directors (optional).

For PSCs there are not normally advantages in having more directors/officers other than lead contractor.

Please ensure you have the consent of all parties to be a shareholder - your inclusion of their details here warrants to us you have this consent.

Please list percentage shareholdings in your company.

If a shareholder is not a officer (director/secretary) please include their personal details above as "other shareholder".

For PSC incorporations there is normally a benefit under current tax legislation for including a non working spouse/civil partner as a shareholder, provided income is outside of IR35.

Director 1 - Name

Prefix First Middle Last

Sole trader / Director / Partner 1 - Role

Select all which apply

Sole trader
Director
Partner
Company Secretary
Shareholder

Director 1 - Address

As main contact details above
Different address

Street Address Address Line 2 City County / State / Region ZIP / Postal Code Country

Director 1 - Date of Birth

Director 1 - Nationality

Director 1 - Occupation

Director 1 - Percentage shareholding in company

Director 1 - Email - if different to main contact details

Director 1 - Phone number(s) - if different to main contact details

Director 1 - Personal Tax / Self Assessment Reference (normally 10 digits, 2 sets of 5)

Personal Tax / Self Assessment Reference (normally 10 digits, 2 sets of 5)

If you are not yet registered with HMRC for Self Assessment please enter "not yet registered"

Director 1 - National Insurance Number

Director 1 - Relationship to Other Officers (EG family, spouse, business etc.)

Director 1 - Other Directorships (Please provide details of any other directorships or n/a if none)

Director 1 - Other Sources of income (Please provide brief details of other business involvements, employments or other sources of income - n/a if none))

Add a second person as an officer (director/secretary)?

Yes
No

Director/Shareholder/Secretary 2 - Name

Prefix First Middle Last

Sole trader / Director / Partner 2 - Role

Select all which apply

Partner
Director
Company Secretary
Shareholder

Director/Shareholder/Secretary 2 - Address

As main contact details above
Different address

Street Address Address Line 2 City County / State / Region ZIP / Postal Code Country

Director/Shareholder/Secretary 2 - Date of Birth

Director/Shareholder/Secretary 2 - Nationality

Director/Shareholder/Secretary 2 - Occupation

Director/Shareholder/Secretary 2 - Percentage shareholding in company

Director/Shareholder/Secretary 2 - Email - if different to main contact details

Director 2 - Phone number(s) - if different to main contact details

Director/Shareholder/Secretary 2 - Personal Tax / Self Assessment Reference (normally 10 digits, 2 sets of 5)

Personal Tax / Self Assessment Reference (normally 10 digits, 2 sets of 5)

If you are not yet registered with HMRC for Self Assessment please enter "not yet registered"

Director/Shareholder/Secretary 2 - National Insurance Number

Director/Shareholder/Secretary 2 - Relationship to Other Officers (EG family, spouse, business etc.)

Director/Shareholder/Secretary 2 - Other Directorships (Please provide details of any other directorships or n/a if none)

Director/Shareholder/Secretary 2 - Other Sources of income (Please provide brief details of other business involvements, employments or other sources of income - n/a if none)

Additional Officers (if none enter "n/a") (If there are more than two directors / shareholders /secretaries, please prove similar details for the others)

Details of Recent Changes (If any of the directors / shareholders /secretaries have changed their name or address in the last three years please provide details)

.

VAT registration (see notes below)

Don't register
Register - normal vat
Register - with flat rate

Note: would you like us to arrange VAT registration for the business?

This is initially voluntary until turnover thresholds are reached, however in business to business environments (including PSCs) voluntary registration is normally expedient so long as you are happy with the extra paperwork (invoicing clients for VAT, and quarterly returns).

Our guidance on VAT registration is here VAT basics (opens in new window)

Please list names and VAT numbers for any other businesses your are involved in (if none enter "n/a")

Estimated annual busines turnover net of vat

Reigstered Office (see notes belows)

Use Whitefield Tax
Use main contact given at start of this form
Use address below

Note: We normally use our office address as your registered office, if you would rather use a different address, enter it here, else leave the box blank.

The registered office is not a trading address; its where certain tax and administration forms are sent.

Registered office address

Street Address Address Line 2 City County / State / Region ZIP / Postal Code Country

Preferred business year end (We normally use a tax year end, i.e. 31 March. If you would prefer a different year end, please enter this)

31 March
Other as below

Year end required

Formation fee (see note below)*

I will make a card payment now
I will ring through card details

The fee for incorporating a company is £144, and we need this before we proceed with your incorporation.

You can pay via card now or call us with card details (9-3 weekdays)

If you select pay now, we will send you an email link for payment. If you decide to ring card details through, you can call us with card details (9-3 weekdays)

Existing Accountant

Do you already have an accountant (Please enter "yes" if you are transferring from another accountant to us, or "no" if you don't currently have an accountant or this is a new business)*

Yes, I do
No, I don't

Existing Accountant name and address

Existing Accountant - contact name in firm

Existing Accountant - email

Reason for change

Have you notified your existing accountant of your move to Whitefield?

Yes, I have (or am doing so now)
No, please let me have a pro forma letter

Fees and Services Required

Whitefield Contact

If you've already spoken to a member of our management team and they have asked you to complete this form, please select their name to help us route the form.

Susan Albest
Julie Barrett
Jessica Garbett

Fixed fee packages or quotation details (Unincorporated Business) (see notes below)

I have received a bespoke quote from Whitefield
I need a fee quotation before proceeding
Sole Trader Service - £500 pa (upgrade available for Partnerships)
Personal Tax Return and Micro Business Service - £300 pa

Note: Are you registering to use one of our fixed fee packages ?

Sole Trader Service - £500 pa (upgrade available for Partnerships)

Personal Tax Return and Micro Business Service - £300 pa

All prices ex VAT

If you have a bespoke quote from us already, please tick the bespoke box above.

If you need a fee quotation before proceeding, then enter this and we will not commence acting until a fee has been agreed.

Fixed fee packages or quotation details (company/llp) (see notes below)

I need a fee quotation before proceeding
I have received a bespoke quote from Whitefield
Personal Service Company Service - £1,000 pa
Personal Service Company Service - £1,400 pa upgrade for bookeeping
Small Company/LLP Service - £1,000 pa

Note: Are you registering to use one of our fixed fee packages ?

Personal Service Company Service - £1,000 pa (£1,400 upgrade for bookkeeping)

Small Company/LLP Service - £1,000 pa

All prices ex VAT

If you have a bespoke quote from us already, please tick the bespoke box above.

If you need a fee quotation before proceeding, then enter this and we will not commence acting until a fee has been agreed.

If you are not sure whether you fall into the PSC category, then the only difference between the PSC service and the general company/LLP service is fine tuning how we deliver services to you, there is change to our fees, your taxes, etc.

Fixed fee packages or quotation details (YogaTax) (see notes below)

I need a fee quotation before proceeding
I have received a bespoke quote from Whitefield
Yoga Tax - Solo Yoga Teacher (sole trader) £200
Yoga Tax - Solo Yoga Teacher (company) £450
Yoga Tax - Small Studio from £500+vat

Note: Are you registering to use one of our fixed fee packages ?

Solo Yoga Teacher (or similar) - £200 + vat

Limited Company Solo Yoga Teacher - £450+ vat

Small Studio - from £500+vat

All prices ex VAT

If you have a bespoke quote from us already, please tick the bespoke box above.

If you need a fee quotation before proceeding, then enter this and we will not commence acting until a fee has been agreed.

Fixed fee packages or quotation details (see notes below)

I need a fee quotation before proceeding
I have received a bespoke quote from Whitefield
Personal Service Company Service - £1,000 pa
Personal Service Company Service - £1,400 pa upgrade for bookeeping
Small Company/LLP Service - £1,000 pa

Note: Are you registering to use one of our fixed fee packages ?

Personal Service Company Service - £1,000 pa (£1,400 upgrade for bookkeeping)

Small Company/LLP Service - £1,000 pa

All prices ex VAT

If you have a bespoke quote from us already, please tick the bespoke box above.

If you need a fee quotation before proceeding, then enter this and we will not commence acting until a fee has been agreed.

If you are not sure whether you fall into the PSC category, then the only difference between the PSC service and the general company/LLP service is fine tuning how we deliver services to you, there is change to our fees, your taxes, etc.

Payment Preference?*

Please let us know whether you prefer to pay your accounting fees annually, in which case they will be invoiced and due for payment on completion of your annual accounts / taxes, or would you prefer to set up a monthly payment.

There is no extra charge for monthly payment, and we normally start this now to smooth payments over a billing cycle. If we need to do work for you imminently, then there may be an upfront payment needed.

Annually against invoice
Monthly payment

Would you like to include FreeAgent Accounting Software in your contract with us?*

FreeAgent is a popular accounting package for small businesses, and an alternative to Spreadsheets. VAT registered businesses will be obliged to use a package like FreeAgent from April 2019

We have a reseller agreement with FreeAgent and can provide subscriptions to our clients at a discount to list price.

All figures are monthly, exclusive of VAT

No thanks
Yes, Sole Trader £10/m (list price £19/m)
Yes, Company £15/m (list price £29/m)

Personal Tax Services - Are there any directors / partners who do not require us to look after their personal tax affairs (eg existing private accountant, prefer to deal with personally, etc)

Payroll (limited companies only - We normally look after directors payroll. Please advise if you will be doing this personally or if there are other employees)

First annual accounts / business tax year we are responsible for?

First year of personal tax returns we are responsible for?

Any other information about service level required?

Identification

By law we are required to obtain identification paper work for all clients, including in the case of companies,LLPs all officers (directors and secretaries) and shareholders, and in the case of partnerships all partners.

Normally either (1) a driving licence (both parts) or (2) passport plus utility bill/bank statement is adequate, but there is a full list of requirements here identification requirements (opens in new window)

Scans are preferred to originals, and they can be uploaded below or emailed to us separately.

We cannot carry our any work for you until we have this identification.

Bankruptcy, Criminal Convictions and Company Director Disqualification (see note below)*

No history of Bankruptcy, Criminal Convicions or Director Disqualification
Someone associated with the business falls into this category, and I will provide details seperately by email

note: Please confirm that you, or in the case of business clients, any one associated with management of the business as director, secretary, partner, shareholder or senior manager:

~ Are not an undischarged bankrupt

~ Have no "unspent" criminal convictions

~ Are not disqualified from acting as a Company Director

If this declaration cannot be made, then we will need further details to assess whether we can act for you.

Identity Information*

I will send this separately
I will upload it now

Upload identity paperwork (1)*

Upload identity paperwork (2)

Upload identity paperwork (3)

Personal Service Companies - Additional Information

Additional information requested from PSC clients. This is for our internal use to ensure we give you best advice, but doesn't commit you to any course of action, eg IR35 status.

IR35 status (see note below)

Note: Please indicate whether you feel current income is within or outside IR35

There is guidance around IR35 on our website IR35 resources

Don't worry, this question isn't final, its there to help us give you best advice. Your answer is confidential to us.

Currently in contract - Are you currently in contract, if so please provide details, alternatively if you are looking for contract work and setting your company up speculatively please enter this.

How long have you been contracting / or proposed start date

Estimated annual contract income - Please let us know your estimated annual contract income - this is so we can advise around tax structure, etc.

Previous contracting history - Have you previously been contracting with another company or with an umbrella / MSC arrangement? If so, please provide details and advise whether your tax affairs are up to date.

Additional Information or Documents

Please enter any additional information or notes

Please attach any files or other information (1)

Please attach any files or other information (2)

Confirmation and Instructions

Would you like a copy of this submission sent to you for your records?*

If you would like a copy of this information sent for your records, then please tick "yes" but note email may not be a secure medium.

Yes please
No thank you

Confirmation of instructions*

I instruct Whitefield Tax Limited to act as my/our accountants. I have the consent of my co-directors / partners

Confirmation of instructions*

I instruct Whitefield Tax Limited to act as my accountant.

Confirmation of instructions*

I request Whitefield Tax Limited provide me with an accountancy quotation based on the above information, and I acknwledge that you will not be acting for me until fee levels are agreed.

Accounting

Name

This field is for validation purposes and should be left unchanged.

Registration form

Tailoring this Form

Contact Details

Personal Tax Client Section

Existing Business Section

Company Formation

Existing Accountant

Fees and Services Required

Identification

Personal Service Companies - Additional Information

Additional Information or Documents

Confirmation and Instructions

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