Documents and client onboarding.
Onboarding forms, service requests and the authorisation paperwork needed to act for you at HMRC.
What you'll need
If you're not sure which applies, get in touch and we'll tell you.
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New client setup
Onboarding details for a new engagement, including National Insurance number, UTR and residency information. We send you a secure link to complete it once you've accepted our engagement letter, so personal details never travel by ordinary email.
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Service request
Set out what you need and we'll come back with a structured proposal and a fixed fee. Start a service request
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Agent authorisation (64-8)
Lets us deal with HMRC on your behalf. We set this up for you, using HMRC's online authorisation where it's available and the 64-8 form where it isn't, and tell you exactly what to sign or confirm.
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Identity verification
Anti-money-laundering rules require us to verify your identity before we can act. See below for how to send documents securely.
Sending ID 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.
What we ask for
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.
Why we have to
Accountancy practices are supervised for anti-money-laundering purposes. Verifying client identity is a legal obligation, not a formality we can waive.