Client Form 1

YOUR BASIC DETAILS

T4 Client Ref

e.g. A111, If known (or we will add it)

Title

First Name

Formal first name

Surname

Last name

Salutation

How you like to be address, e.g. Tom instead of Thomas

Middle Name(s)

Middle names (if any)

Email *

Date of Birth (DOB)

Format 01/01/1965 or use date picker

Nationality

Town of Birth

Have you ever changed your name?

No

Yes

Previous Name

Date Name Changed (e.g. deed poll, marriage)

Format 01/01/1965 or use date picker

ADDRESS DETAILS

Home Address Line 1

Town or City

County

Postcode

Country

Mobile Phone Number

Home Phone Number

Work or Office Phone Number

Have you lived at current address for less than 3 years?

Yes

No

Date Moved to Current Address (Approx if necessary)

Format 01/01/1965 or use date picker

Previous Address

Town or City

County

Postcode

Country

Do you have a seperate Business Address

No

Yes

Business Address

Town or City

County

Postcode

Country

COMMUNICATION, GDPR AND PRIVACY

If you have been guided to this form by a member of the T4 team you will likely have been sent a copy of our Privacy & Data Policy introduced to comply with GDPR regulations that came into force May 2018. T4Tax Limited is also registered with the Information Commissioner (ICO) in the UK for data purposes.

We communicate with clients via the following means. (Restricting any makes communication less efficient)

These are listed roughly in order of how we tend to interact with clients currently... so sort of our preference. You can view our privacy policy via the Privacy Pages on our website.

TAX INFORMATION

Are you already registered with HMRC for filing Self Assessment Tax Returns?

UTR (Unique Taxpayers Reference 10 numbers long)

10 digits (no spaces)

National Insurance Number (NINO)

(enter with no spaces)

Are you are working in the Construction Industry?

HMRC CIS (Builders and trades)

Have you Registered fof CIS with HMRC?

HMRC CIS (Builders and trades)

Registered with HMRC as a Scottish Taxpayer?

(Scottish individuals only - and elected for Scottish tax treatment)

Do you incur any of the following expenses? (tick any applicable)?

I use my own car for business (AMAP - HMRC approved mileage rates for business journeys)

I pay pension contributions - via my employer (Non Nest)

I pay pension contributions - via my employer (Nest)

I pay additional voluntary pension contributions

I make recurring "Gift Aid" charitable donations (e.g. monthly

I make one-off "Gift Aid" charitable donations (occasionally)

None I am yet aware of

GOVERNMENT GATEWAY

.Gov.uk Gateway Account

I already have a Gov.uk Gateway Account

I don't have a Gov.uk Gateway Account

I am not sure

FAMILY DETAILS

Marital Status

Date of Marriage

Format 01/01/1965 or use date picker

Partners Full Name

Partners Maiden Name (if applicable)

Partners Approx. Level of Gross Income

Do You Have Children

Yes

No

How Many Children Do You Have?

Are either parent claiming Child Benefit?

Yes

No

Who Claims the Child Benefit

Me

My Partner

Marriage Allowance Transfer - Have you or your spouse made a claim for "marriage allowance transfer"

Yes - My spouse has made a claim to transfer to me

Yes - I have made a claim to transfer to my spouse

No MA transfer claim has been made by either of us

I don't know or have not heard of this

Not Married

1st Child (Name)

1st Child (Date of Birth)

Format 01/01/1965 or use date picker

2nd Child (Name)

2nd Child (Date of Birth)

Format 01/01/1965 or use date picker

3rd Child (Name)

3rd Child (Date of Birth)

Format 01/01/1965 or use date picker

INCOME AND BUSINESS DETAILS

Are You In Business? (i.e. self employed, own a company, or a landlord)

Yes

No

What type of business(es) do you own

Sole Trader

Partner

Limited Company

Landlord

Full Name of Your Business (if not in your own name)

Companies House Number (if Ltd Company)

Brief description of trade or profession

Business Website / URL

Please Select Each Source of Income You Have?

Employment Income

Employment Benefits in Kind (e.g. Company Car, Private Health)

Self-Employed Income

Rental Income

State Pension

Other Private Pensions (Non State)

Bank Interest Received

Dividends (from investments not own company)

Approx. Level of Your Own Gross Income

STUDENT LOANS

Do you have a Student Loan?

No

Yes

Type of Student Loan

IDENTIFICATION DOCUMENTS (T4 are required to obtain)

There are TWO items of ID we are required to obtain under the Money Laundering Regulations. You can Upload them here, or WhatsApp a copy of the following to John on 07974 024 390 or email them to t4.office@t4tax.com.

1. Photo ID

Passport (copy of photo pages)

Photo Driving Licence

I will provide to T4 separately (by email or whatsapp)

Please select which one you will be providing (which you can send to us separately to this form)

Photo ID File Upload

Maximum upload size: 67.11MB

2. Address ID (not mobile phone bill) - Recent please

Utility bill (e.g, gas, electric, council tax)

Bank statement

HMRC coding notice, HMRC letter, or HMRC latest "tax return required" notification

I will provide to T4 separately (by email or whatsapp)

Please select which one you will be providing (which you can send to us separately to this form)

Address ID File Upload

Maximum upload size: 67.11MB

PREVIOUS ACCOUNTANT OR AGENT

Do you have a previous accountant or agent dealing with your tax affairs?

Previous agent / accountant firms name (if changing to T4)

Previous Accountant or Agents Address

Postcode

Town or City

Country

Previous agents email address

(if you cannot remember the contact details for your previous agent when completing this form you can let us know seperately as we may be able to find it out)

Previous agents Telephone Number

Contact Name (at previous agent)

Who should we contact for any hand over documents (if known)

ANY OTHER INFORMATION YOU THINK WILLL BE HELPFUL

If you are aware of any other information that may be relevant to your tax or if have any comments to add to any of the above you can enter here

FEEDBACK

Rate Your Experience with this form *

Overall, how would you rate your experience with us?

Any additional feedback, comments or suggestions

AGREEMENTS & SIGN

We need your agreements to the following:

GDPR (Data and Privacy) - I agree to submitting and sharing information via this website

Signature

Clear

Text

T4 Forms

Client Form 1

T4 Onboarding Personal Client Initial Information Form

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

Independent Certified Practising Accountant

Established 30+ Years

Intuit Quickbooks Certified

0118 449 2404

T4 Tax Limited

2021-22 - Tax Return Deadline