Manager

Client name

Informal salutation(s) - basic tab

How many director/shareholders are there?

Business name - if known

Business period end - if known

Payment frequency - categories tab

Quote

Accounts (&CT600), VAT, PAYE, CIS, confirmation statement, registered office, self-assessment, bookkeeping software, bookkeeping

Are shareholder(s) signed up for self-assessment?

Are we completing shareholder(s) self-assessment

What is the first year of self-assessment we could potentially be assisting them with?

Bookkeeping type

We will sign up for:

Company incorporation (send form)

Online bookkeeping (sign them up)

PAYE (details below)

CIS (details below in 'any other info')

VAT (send form & any other details shown below in 'any other info')

PAYE - payment amounts

(e.g. NI threshold, personal allowance, other)

PAYE - first pay date

They will sign themselves up for:

Online bookkeeping

PAYE

CIS

VAT

Any other information

Company Take On