Our T4 Form where clients can provide some of the basic information we need.
YOUR BASIC DETAILS
ADDRESS DETAILS
COMMUNICATION, GDPR AND PRIVACY
TAX INFORMATION
GOVERNMENT GATEWAY
FAMILY DETAILS
INCOME AND BUSINESS DETAILS
STUDENT LOANS
IDENTIFICATION DOCUMENTS (T4 are required to obtain)
PREVIOUS ACCOUNTANT OR AGENT
ANY OTHER INFORMATION YOU THINK WILLL BE HELPFUL
FEEDBACK
AGREEMENTS & SIGN