Welcome.

Please complete the below New Client Form to become a client of mysimplytax, thank you.

NEW CLIENT FORM

Personal Information

Title

First name

Middle Name (if applicable)

Last name

Marital Status

Birthday

Day

Month

Year

Multi-line address

Country/Region

Address

City

Zip / Postal code

Phone

Your Personal UTR (Unique Taxpayer Reference) number [NOT BUSINESS]

National Insurance number

Do you have an existing SIPP in place? (Self-Invested Personal Pension)

This is separate from your Workplace Pension (if applicable)

Business Details (Please skip to KYC check section if not applicable)

Are you operating a Limited Company?

Yes

Are you VAT Registered?

Yes

In order to complete all mandatory KYC checks:

Please upload a copy of your Passport or Driving Licence

Please upload a Proof of Address (Bank Statement, Utility Bill, HMRC Letter)

Did someone refer you to Mysimplytax Accountants?

Yes

Signature

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Please select checkbox to confirm all information provided is accurate.