New Client Initial Information Request

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)

PERSONAL DETAILS:

Title *

First Name *

Middle Name(s) (if any)

Surname Name *

Have you ever changed your name? *

No
Yes

If you have changed your name, when did you change it and what was your previous name?

Date of Birth (DOB) (dd/mm/yyyy) *//

National Insurance Number (NINO) *

PERSONAL CONTACT DETAILS:

Phone (Mobile) *

Phone (Landline)

Phone (Work)

Email (Personal) *

ADDRESS DETAILS:

Address Line 1 *

Address Line 2

Town *

County *

(Please enter full none abbreviated version, e.g. Berkshire)

Country

(e.g. England, Scotland, Wales etc)

Postcode *

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

No
Yes

Approxiate Date Moved to Current Address (DD/MM/YYY)//

Previous Address (Only if less than 3 years at current address)

Address Line 1

Address Line 2

City

Postcode

TAX OR TAX RETURN RELATED INFORMATION:

UTR (Unique Taxpayers Reference) (if you have one from HMRC) (10 digits all numbers)

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

Nationality *

Town of Birth *

Brief Trade or Profession Description *

On one or two words. Can be a simple as "director" "carpenter", "doctor", "consultant", "employee", "retired" or type "not applicable" as simple examples.

What is your approximate level of your gross income per annum? *

What are your sources of income (tick any applicable)? *

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

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

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
I pay additional voluntary pension contributions
I make recurring "Gift Aid" charitable donations
I make one-off "Gift Aid" charitable donations
None I am yet aware of

What is your spouses approximate level of gross income per annum?

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.

Children *

Number of children under 18 years old

Do either you or your partner claim Child Tax Credits (Child Benefit)? *

.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."

If claiming Child Tax Credits (Child Benefit) - please say who is the highest earner *

STUDENT LOANS

Do you have a Student Loan? *

Yes
No
Don't Know

GOVERNMENT GATEWAY

.Gov.uk Gateway Account *

I am registered with HMRC already to file "Self-Assessment" tax return *

Most recent "Self Assessment" (SA) tax return tax year filed to HMRC *

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

Registered with HMRC as a Scottish Taxpayer *

OTHER INFO:

FURTHER BUSINESS DETAILS (if applicable):

If you do not run your own business leave this section blank.

If you are in Business, in what ways are you trading?

Sole trader
Partnership
Limited Company

Please tick any of the forms of trading relevant for you.

If you are working in the Construction Industry are you are you already registered with HMRC for CIS?

Yes
No
Not applicable

Your Business Name or Your Company Name (if applicable)

Enter the full name including the Ltd or Limited at the end (if applicable)

Your Company's Number (Companies House No.) (If applicable i.e. if you have a Limited Company)

If not applicable or you are not sure leave blank as we can look this up on the Companies House website

Business Website / URL

Business Email Address

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.

1. Photo ID

Passport (copy of photo pages)
Photo Driving Licence

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

File Upload (Photo ID - or you can send this ID to us separately)

Click or drag a file to this area to upload.

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

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

File Upload (Address ID - or you can send this ID to us separately)

Click or drag a file to this area to upload.

PREVIOUS AGENT:

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

Yes
No

If changing to T4 Tax Limited from a previous agent / accountant enter name of previous agent

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.

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)

Do you authorise T4 to contact your previous agent for any info we may need from them?

Yes - Authorise T4 to contact previous agent
No - I don't authorise T4 to contact previous agent
Or... I would rather sort this out later

OTHER INFORMATION OR COMMENTS:

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

GDPR Agreement *

I consent to having this website store my submitted information so they can respond to my inquiry.

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

Thank you for taking the time to complete this form.

Form Feedback Comments (Optional)

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