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OUR JOURNEY IS ABOUT TO BEGIN

You’re in! You’ve decided you’d like us to support your business, and we couldn’t be more thrilled.

As you probably know by now, we’re an honest bunch. We don’t do fluff, jargon or BS. We want to make things easier for you, not harder.

So to make becoming our client as seamless as possible, we’ve put everything you need to get started on this page. Because the quicker we get you set up, the quicker we can get to the real important stuff.

First things first...

For us to be a dynamic duo, we want to make sure you know exactly how this partnership works, how we do things here, and what’s expected on both sides to make this professional journey a successful one.

Please download and read our partnership PDF before we embark.

DOWNLOAD OUR PARTNERSHIP AGREEMENT

WE’LL BE DOING OUR PART TO

Automate your payments on GoCardless

Set up your direct debit here

Set you up on Xero

Xero user already? Watch this video to give us access

Set you up on Dext or 1tap

Dext for limited companies [Video tutorial]
1tap for Sole Traders [Video tutorial]

AND WE NEED YOU TO DO YOURS

Please fill out the appropriate new client form below, so that we have all the info we need to get to work!

Your details

Your company details

Your VAT and payroll information

Your previous accountant's details

If you have any questions along the way, drop us an email.

Company / Sole Trader
Personal Tax

Company / Sole Trader

Name(Required)

First Last

Phone(Required)

Email(Required)

Business Address(Required)

Home Address(Required)

D.O.B(Required)

National Insurance Number(Required)

Type of Company(Required)

Start Ups

Name of Company(Required)

Alternative Names(Required)

Please enter two alternative company names, in the case that your intended name is not available.

Registered Address

OR

I want to use your address

Use Address

Names of all directors and shareholders

Director / Shareholder Name (1)

Do they want a Tax Return completed?

Yes

No

Director / Shareholder Name (1) D.O.B(Required)

Address(Required)

Director / Shareholder Name (2)

Do they want a Tax Return completed?

Yes

No

Director / Shareholder Name (2) D.O.B(Required)

Address(Required)

Director / Shareholder Name (3)

Do they want a Tax Return completed?

Yes

No

Director / Shareholder Name (3) D.O.B(Required)

Address(Required)

Director / Shareholder Name (4)

Do they want a Tax Return completed?

Yes

No

Director / Shareholder Name (4) D.O.B(Required)

Address(Required)

Do you need VAT set up?(Required)

Yes

No

Do you need PAYE set up?(Required)

Yes

No

Existing Companies / Sole Traders

Name of the company(Required)

Registered Address

OR

I want to use your address

Use Address

Company Number(Required)

UTR Number(Required)

Companies House Authorisation Code(Required)

Name of all directors and shareholders

Name of Director / Shareholder (1)

Do they want a Tax Return completed?

Yes

No

Director / Shareholder (1) D.O.B(Required)

Address(Required)

Name of Director / Shareholder (2)

Do they want a Tax Return completed?

Yes

No

Director / Shareholder (2) D.O.B(Required)

Address(Required)

Name of Director / Shareholder (3)

Do they want a Tax Return completed?

Yes

No

Director / Shareholder (3) D.O.B(Required)

Address(Required)

Name of Director / Shareholder (4)

Do they want a Tax Return completed?

Yes

No

Director / Shareholder (4) D.O.B(Required)

Address(Required)

Name of Current Accountant(Required)

Address(Required)

Email(Required)

I have informed the current accountant that I will be moving to Golding Accountancy(Required)

Yes

No

We’re excited to get going with you but we require professional clearance from the previous advisor. Please inform your adviser via email and CC Us in.

VAT Status(Required)

VAT registered

Need to be registered

Not applicable

PAYE Status(Required)

PAYE Registered

Need to be PAYE Registered

Not applicable

VAT Registered

VAT Number(Required)

Registered VAT address(Required)

Principle place of bussines

Postcode of VAT Registered address(Required)

Date of registration(Required)

Upload your VAT certificate(Required)

Max. file size: 50 MB.

Final month of the last VAT return submitted/Quarter end of VAT Return(Required)

What was the box 5 figure on the last VAT return?(Required)

Need to be VAT Registered

Name of Director(Required)

D.O.B(Required)

National Insurance Number(Required)

Self assessment UTR (if applicable)

Home Address(Required)

Phone(Required)

Email(Required)

Name of company to be incorporated(Required)

Business trading name (if not the same)

Company registration number(Required)

Date of incorporation(Required)

Principal place of business(Required)

Start date for trade(Required)

Brief description of company activities(Required)

Estimated turnover for the next 12 months(Required)

Details of company bank account

Account Number(Required)

Sort Code(Required)

Are you involved in any other businesses that are VAT registered?(Required)

Yes

No

Business Name(Required)

VAT Number(Required)

PAYE Registered

Name of entity (Company or individual)(Required)

UTR (Company or individual)(Required)

Business Address(Required)

Home Address(Required)

Phone(Required)

Email(Required)

PAYE Reference Number(Required)

Accounts Office Reference Number(Required)

Company registration number (if applicable)

First Pay Day(Required)

Expected number of employees(Required)

Are you going to be engaging subcontractors?(Required)

Yes

No

If company - Is the company going to suffer construction industry deductions?

Director details, if company (Name & national insurance number)

Personal Tax

"*" indicates required fields

Name*

First Last

Phone*

Email*

Business Address*

Home Address*

D.O.B*

National Insurance Number*

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

Yes

No

Unique Tax Reference Number*

VAT Details*

PAYE Details*

Nature of the trade (needed for start up)

When did you start (needed for start up)

Name of Current Accountant*

Email*

Address*

I have informed the current accountant that I will be moving to Golding Accountancy*

Yes

No

We’re excited to get going with you but we require professional clearance from the previous advisor. Please inform your adviser via email and CC Us in.