Registration

Registration Form

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 section "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 Yoga Business then please use the form on the website for YogaTax our daughter business - it is more appropriate to the information we need from you.

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 an acknowledgement on screen then your submission has not gone through, please check all information has been provided.

Please describe which sector best fits your business(Required)

Personal Service Company - Contractors, Freelancers and similar

Yoga, Pilaties, Therapy, Mind Body, Wellbeing and Holistics

Other Business Sectors - Sole Traders, Companies and Partnerships

Private Clients and Personal Taxation

Landlords and Property Rentals

You may find it easier to register via the form on our Yoga Tax website, as this is tailored to the sector.

Confirmation to proceed(Required)

We are not taking clients on in these sectors, except by referral.

Before continuing please confirm that you have spoken with our team and been advised you can register with us.

Yes, I have

No, I have not

Who was your discussion at Whitefield with?(Required)

Please get in touch with our team to discuss further whether we can assist before you complete this form.

Tailoring this Form

Tailoring this form(Required)

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?(Required)

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

This information helps us tailor our service to you.

No, it does not

Yes, it does

Is your company likely to be a Personal Service Company?(Required)

This information helps us tailor the information we request from you; it doesn't commit you to any particular course of action. Please select yes if

- You are are likely to supply all / most of your services to one client; or

- Are working via an agency

- Consider the IR35 rules may impact your taxes

No, it is not

Yes, possibly

Warning - Please check your entries. You selected Personal Service Company at the start of this form, but have selected "No, it is not" here, which is inconsistent.

You may find it useful to print a copy of the form at this stage, as it will now be tailored to the information we need from you.

Contact Details

Your Name(Required)

Prefix First Middle Last

Your Business / Company Name? (If a personal tax client, enter none)(Required)

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

Enter Email Confirm Email

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

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

Mobile Phone(Required)

Home Phone(Required)

Work Phone

Social Media Addresses for your Business?(Required)

If you have social media accounts like Facebook Page, Twitter, Instagram, please let us have the details.

Yes, details below

No, I don't have any

Social Media Details(Required)

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

How Did You Hear About Us?(Required)

Referral from friend / colleague

Facebook

Other Social Media

Internet search

Previous client

Reputation

Saw advertisement

Who was the friend or colleague? (so we can say thank you if we know them)(Required)

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

By doing so, we assume you are happy for us to discuss confidential matters with them

Any Immediate Items we need to Attend to for You?(Required)

Yes, Accounts or Tax Return for Last Year

Yes, something else

No, there are not

Detail on Immediate Items we need to Attend to?(Required)

Personal Tax Client Section

Date of Birth(Required)

Nationality(Required)

National Insurance Number(Required)

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

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(Required)

Trading Name, if different

Company/LLP Registration Number (Companies House)(Required)

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(Required)

Are you Registered as Self Employed with HMRC?(Required)

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(Required)

Are you VAT Registered?(Required)

Yes, VAT Registered

No, not VAT Registered

VAT Registration Number(Required)

VAT Online User ID

VAT Online Password

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

Employers PAYE Scheme Reference (n/a if not known or none)(Required)

Employers PAYE HMRC Accounts Office Reference (n/a if not known or none)(Required)

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

Business Year End(Required)

Date Last Accounts Prepared To (or enter none)(Required)

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

Sole Trader / Director / Partner 1 - Name(Required)

Prefix First Middle Last

Sole Trader / Director / Partner 1 - Role(Required)

Select all which apply

Sole trader

Director

Partner

Company Secretary

Shareholder

Sole Trader / Director / Partner 1 - Address(Required)

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(Required)

Sole Trader / Director / Partner 1 - Nationality(Required)

Sole Trader / Director / Partner 1 - National Insurance Number(Required)

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

Sole Trader / Director / Partner 1 - Email - if different to main contact details(Required)

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

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

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?(Required)

Yes

Secretary / Director / Partner 2 - Name(Required)

Prefix First Middle Last

Secretary / Director / Partner 2 - Role(Required)

Select all which apply

Partner

Director

Company Secretary

Shareholder

Secretary / Director / Partner 2 - Address(Required)

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(Required)

Secretary / Director / Partner 2 - Nationality(Required)

Secretary / Director / Partner 2 - Shareholding in company/partnership share(Required)

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

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

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

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(Required)

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

Company Formation

Proposed Company Name(s) (see notes below)(Required)

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)(Required)

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)(Required)

Date you Intend to Start Trading(Required)

Number of Shares to be Issued (see note below)(Required)

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(Required)

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(Required)

Prefix First Middle Last

Director 1 - Role(Required)

Select all which apply

Director

Partner

Company Secretary

Shareholder

Director 1 - Address(Required)

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(Required)

Director 1 - Nationality(Required)

Director 1 - Occupation(Required)

Director 1 - Percentage Shareholding in Company(Required)

Director 1 - Email - if different to main contact details(Required)

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

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

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(Required)

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

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

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

Add a Second Person as an Officer (Director/Secretary)?(Required)

Yes

Director/Shareholder/Secretary 2 - Name(Required)

Prefix First Middle Last

Sole trader / Director / Partner 2 - Role(Required)

Select all which apply

Partner

Director

Company Secretary

Shareholder

Director/Shareholder/Secretary 2 - Address(Required)

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(Required)

Director/Shareholder/Secretary 2 - Nationality(Required)

Director/Shareholder/Secretary 2 - Occupation(Required)

Director/Shareholder/Secretary 2 - Percentage shareholding in company(Required)

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

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

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

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(Required)

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

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

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)(Required)

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)(Required)

Don't register

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")(Required)

Estimated Annual Busines Turnover net of vat(Required)

Reigstered Office (see notes belows)(Required)

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(Required)

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)(Required)

31 March

Other as below

Year End Required(Required)

Formation Fee (see note below)(Required)

I will make a card payment now

I will ring through card details

The fee for incorporating a company is £194 comprising £120 professional fee, £24 vat and £50 Companies House fee, 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)(Required)

Yes, I do

No, I don't

Existing Accountant Name and Address(Required)

Existing Accountant - Contact Name(Required)

Existing Accountant - Email(Required)

Reason for Change(Required)

Have You Notified Your Existing Accountant of Your Move to Whitefield?(Required)

Yes, I have (or am doing so now)

No, please let me have a pro forma letter

Fees and Services Required

Whitefield Contact(Required)

If you've already been in touch with 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)(Required)

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

Other

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)(Required)

I need a fee quotation before proceeding

I have received a bespoke quote from Whitefield

Personal Service Company Service - £1,000 pa

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

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)(Required)

I need a fee quotation before proceeding

I have received a bespoke quote from Whitefield

Yoga Tax - Solo Yoga Teacher (sole trader) £225

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) - £225 + 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.

Payment Preference?(Required)

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, and some other business will be mandated over coming years under HMRCs Making Tax Digital Programme

FreeAgent is not mandatory - we are an Open Platform practice and will work where possible with your choice of software.

No thanks

Yes, Sole Trader

Yes, Partnership

Yes, Company

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 Company Clients - We normally look after Directors payroll, but please advise if you plan on doing this yourself

Payroll - please advise if you have employees other than Company Directors, and who looks after payroll

First Annual Accounts / Business Tax Year we are Responsible For?(Required)

First Year of Personal Tax Returns We Are Responsible For?(Required)

Any Other Information About Service Level Required?

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)

Max. file size: 128 MB.

Please attach any files or other information (2)

Max. file size: 128 MB.

Confirmation and Instructions

Would you like a copy of this submission sent to you for your records?(Required)

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(Required)

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

Confirmation of Instructions(Required)

I instruct Whitefield Tax Limited to act as my accountant.

Confirmation of Instructions(Required)

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.

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Registration Form

Tailoring this Form

Contact Details

Personal Tax Client Section

Existing Business Section

Company Formation

Existing Accountant

Fees and Services Required

Personal Service Companies - Additional Information

Additional Information or Documents

Confirmation and Instructions

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