On boarding
Welcome to Forward Accounting
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We are excited to have you on board as a client.
The very next step is for you to fill as much of this out as you can. Don’t let it stress you, just do your best then hit send.
Managing Director
First Name
Last Name
Managing Director's Email Address
Your Mobile Phone No.
Date of Birth
National Insurance No.
Current Home Address
Have you lived here for MORE than 3 years?
Personal UTR - Unique Taxpayer Reference
Previous Accountant
We need you previous accountant's details so we can request what's called Professional Clearance. But don't worry. We won't contact them until you've said it's ok for us to do so.
First Name
Last Name
Previous Accountant's Email
Previous Accountant's Phone
Company Information
Legal Company Name
Work Phone
Company Address
Webfiling Authentication Code
Your Next Year End Date
Company No.
Company UTR
VAT & Payroll
Are You VAT Registered?
VAT
If you are VAT Registered Please fill in this section
VAT No.
VAT Registration Date
Last Quarter End Date
Amount paid on last VAT return?
Payroll
PAYE Reference
Accounts Office Reference
Next Payroll Submission Date
Bank Details
For setting up Xero bank feeds and registering for HMRC services direct debits
Sort Code
Account Number
Login details for current accounting system
Please provide the login details for your accounting system e.g Quickbooks, Sage, Freeagent, Xero, Receipt Bank etc
