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
  • Previous Accountant
  • Company Information
  • VAT & Payroll
  • Bank Details

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?


If you are VAT Registered Please fill in this section


VAT Registration Date

Last Quarter End Date

Amount paid on last VAT return?


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