Onboarding forms, service requests and the authorisation paperwork needed to act for you at HMRC.
If you're not sure which applies, get in touch and we'll tell you.
Onboarding details for a new engagement, including National Insurance number, UTR and residency information. [LINK TO FORM]
Set out what you need and we'll come back with a structured proposal and a fixed fee. [LINK TO FORM]
Agent authorisation, which lets us deal with HMRC on your behalf. We'll prepare it and guide you through signing and submission. [LINK TO FORM]
Anti-money-laundering rules require us to verify your identity before we can act. See below for how to send documents securely.
We need photographic ID and a recent proof of address. How you send it matters.
Please do not send passport scans or driving licences as ordinary email attachments. Email is not encrypted in transit or at rest, and identity documents are exactly what is needed to commit fraud in your name.
Use the secure upload link we send you when your engagement starts, or bring the originals to the office. If neither works for you, call and we'll arrange an alternative.
One photographic ID — passport or driving licence — and one proof of address dated within the last three months, such as a utility bill or bank statement. Council tax bills and mobile phone bills are not accepted.
Accountancy practices are supervised for anti-money-laundering purposes. Verifying client identity is a legal obligation, not a formality we can waive.