T4 Forms

T4 Forms – New Client Initial Information 

Below is the T4 online “new client” initial information request form which helps us gather together some of the information we need to get started.

We hope that you will find this form easy and quick to use. That’s the aim.

About this form.

Please complete all relevant questions applicable. The * questions are compulsory. Please use upper case and lower case e.g. "John Smith" as opposed to "john smith".

A separate form submission is required for each client (e.g. one for both husband and wife where applicable.)

We need both spouses info where both will be clients, e.g. joint shareholders or both are/will be directors of your business etc.

If you need any help with this form please call us on: 0118 449 2404 or 07974 024 390 (John), 07543 165 999 (Julie)





(Please enter full none abbreviated version, e.g. Berkshire)
(e.g. England, Scotland, Wales etc)


If you have a UTR but not aware of it right now leave blank but please email it to us seperately. To t4.office@t4tax.com
On one or two words. Can be a simple as "director" "carpenter", "doctor", "consultant", "employee", "retired" or type "not applicable" as simple examples.
You can copy the following web address into a separate tab or browser for more info or contact us with any queries re MA transfer: https://www.gov.uk/apply-marriage-allowance
This information is helpful as we can then review Marriage Allowance transfer relief, and if children and claiming Child Benefit, if the Child Benefit Charge might be applicable.
Number of children under 18 years old
.Gov.uk. "Your Child Benefit stops on 31 August on or after your child’s 16th birthday if they leave education or training. It continues if they stay in approved education or training, but you must tell the Child Benefit Office."



Tax Years run from the 6 April to the 5 April.



If you do not run your own business leave this section blank.
Please tick any of the forms of trading relevant for you.
Enter the full name including the Ltd or Limited at the end (if applicable)
If not applicable or you are not sure leave blank as we can look this up on the Companies House website
If you have a separate business email address to your personal email address (above) please enter it here.

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.
Please select which one you will be providing (which you can send to us separately to this form)
Click or drag a file to this area to upload.
Please select which one you will be providing (which you can send to us separately to this form)
Click or drag a file to this area to upload.


You should notify your previous agent that you are instructing T4 Tax Limited to act for you and authorise them to release any information they hold to us.
(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)


Please rate this form for overall "ease of completion, simplicity etc.", thank you.

Thank you for taking the time to complete this form.
Please use the Star Rating below to rate this form. If you have any comments about how we could make this form easier or simpler we welcome such feedback.
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