New Client Information Form

Please complete this form once when you join us. It helps Andrew prepare accurate returns and avoid having to come back to you with questions later. Most sections only take a minute.

Step 1 of 10Personal Details

Step 1 of 10

Personal Details

We need these to register with HMRC as your agent and to set up your file.

First Name *

Last Name *

Date of Birth *

Phone Number *

Email Address *

Home Address (including postcode) *

HMRC Agent Authorisation — We need your UTR and NI number to apply to HMRC to act as your agent. This is a legal requirement before we can access your tax records or file on your behalf.

UTR (Unique Taxpayer Reference) *10-digit number — find it on any HMRC letter or your Government Gateway account.

National Insurance Number *Format: AB 12 34 56 C — on your payslip or HMRC correspondence.

Step 2 of 10

Employment Income

Tell us about any PAYE employment during the tax year.

Were you employed (PAYE) at any point during the tax year? *

Yes

Employer name(s)If you had more than one job, list all employers.

Did you leave any jobs during the tax year? (P45 required)

Yes

Did you receive any Benefits in Kind from your employer?e.g. company car, private medical insurance, interest-free loan, gym membership

Yes — P11D required

Are you a director of a limited company?

Yes

Company name & registration numberPlease note: APD handles bookkeeping to trial balance only for limited companies — not company tax returns.

Step 3 of 10

Self-Employment

Sole trader, freelancer, or partner in a partnership.

Are you self-employed or do you run your own business as a sole trader? *

Yes

Trading / business nameIf you trade under your own name, just write your name.

Nature of the businessBrief description of what you do.

Trading since (approximate year)

Are you VAT registered?

Yes

VAT Registration Number

Do you use your home for business purposes?e.g. office, storage, client meetings

Yes

Do you use a vehicle for business travel?

Yes

Do you have employees?

Yes

Step 4 of 10

Property & Rental Income

Income from letting UK or overseas property.

Do you receive income from renting out a property? *

Yes

Number of properties rented out

Are any of the properties overseas?

Yes

No — all UK

Do you use the Rent a Room scheme?Letting a furnished room in your own home — first £7,500 tax-free.

Yes

Step 5 of 10

Savings & Investments

Interest, dividends, and other investment income — tick everything that applies to you.

Bank / savings interestInterest received from UK banks, building societies, or savings accounts (not ISAs)

UK dividendsDividends or distributions from UK companies or investment funds

Foreign income / overseas dividendsAny income arising outside the UK — including overseas bank interest

Cryptocurrency gains or incomeSelling, exchanging, or earning crypto — HMRC treats this as a taxable event

Income from a trust or estateIncome received as a beneficiary of a trust or deceased person's estate

None of these apply to me

Step 6 of 10

Pensions

Both pension income you receive and contributions you make can affect your tax bill.

Do you receive a State Pension?

Yes

Do you receive income from a private or occupational pension?

Yes

Do you make personal pension contributions?e.g. into a SIPP or personal pension — you may be able to claim additional tax relief

Yes

Approximate annual contribution (gross) The amount before tax relief is added back. Check your pension provider statement.

Pension provider name (optional)

Step 7 of 10

Capital Gains

If you sold or transferred assets that went up in value, this may need to be declared.

Have you sold, gifted, or disposed of any assets during the tax year? *This includes property (other than your main home), shares, funds, crypto, or business assets.

Yes

UK residential propertyA rental property, holiday home, or inherited property — note: 60-day reporting deadline from completion

Shares or investment fundsIndividual shares, unit trusts, ETFs, or ISA transfers into general investment accounts

CryptocurrencySelling, swapping, or spending crypto is treated as a disposal by HMRC

Business assets or goodwillIncluding selling a business, part of a business, or equipment that gained value

Other assetAntiques, art, jewellery, or anything else that may have increased in value

Any additional detail (optional)

Step 8 of 10

Allowances, Reliefs & Other Income

Tick everything that applies — these can all reduce your tax bill or affect your return.

Marriage Allowance — do you or your partner earn below the Personal Allowance (currently £12,570)?The lower earner can transfer £1,260 of their allowance to their partner, saving up to £252 tax.

Yes — want to claim

No / Not applicable

Do you make charitable donations via Gift Aid?

Yes

Approximate total Gift Aid donations this year

Do you have a Student Loan you are currently repaying?

Yes

Student loan plan type

Do you or your partner receive Child Benefit?If either of you earns over £60,000, a tax charge may apply (High Income Child Benefit Charge).

Yes

Do you use Tax-Free Childcare or employer childcare vouchers?

Yes

Blind Person's Allowance — are you registered blind or severely sight impaired?

Yes

Have you paid tax overseas on any income?Double taxation relief may mean you don't pay UK tax on the same income.

Yes

Any other taxable income not mentioned so far?e.g. tips, commission, jury service pay, income protection payments, casual or occasional work

Yes

Please briefly describe the income

Step 9 of 10

Previous Tax Affairs

Just a few quick questions so Andrew knows where things stand.

Have you filed a Self Assessment tax return before? *

Yes

No — this is my first time

Approximate year of most recent filing

Are there any outstanding tax returns or HMRC correspondence we should be aware of?

Yes

Please give brief details

Is there anything else Andrew should know before getting started? (optional)

Step 10 of 10

Identity Documents

Anti-money laundering regulations require us to verify your identity before we can act on your behalf. This is a legal requirement — not optional.

Two forms of ID are required: one photo ID and one proof of address. Documents must be current and clearly legible. We keep records securely for 7 years in line with AML regulations.

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Photo ID (one of) Valid passport
UK driving licence
National identity card

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Proof of Address (one of) Bank statement (last 3 months)
Utility bill (last 3 months)
Council tax bill (current year)

How to send your ID documents

Option 1 — Email: Send clear photos or scans to [email protected] with the subject line: ID Documents — [Your Full Name]

Option 2 — Secure Upload: Upload directly via our secure Box link:
↗ Upload via Box (secure link)

Alternatively, bring originals to any in-person meeting and Andrew will take copies.

Have you sent your ID documents, or will you send them shortly? *

Yes — sent / sending now

I'll send them soon

I confirm that the information I have provided is accurate and complete to the best of my knowledge. I understand that APD Accountancy Services will hold my data in accordance with their Privacy Notice.

Sending your information securely...

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All Done!

Thank you — your information has been sent to Andrew. He will review everything and be in touch shortly.

Don't forget your ID documents

If you haven't sent them yet, please do one of the following:

Email photos/scans to [email protected]
Subject: ID Documents — [Your Full Name]

Or upload securely via Box:
↗ Upload via Box (secure link)

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