01Introduce us to your current accountant.
Give us their contact details. We’ll send a professional clearance letter and request the previous year’s information and your company’s accounting and tax details.
Your partShare your current accountant’s name and contact details.
Our partHandle the clearance letter and request the information directly from your previous accountant.
What information is included?
We request the previous year’s information and the company details we need, such as the Unique Taxpayer Reference (UTR), Companies House authentication code, PAYE references and VAT number. This exchange is handled between the accountants.
Authorise us to act for you.
We’ll arrange to become your HMRC agent for the services you need, such as VAT, PAYE and Corporation Tax. As part of our onboarding process, we request activation codes for each relevant service.
Your partLook out for the HMRC letters arriving by post at your company’s registered address. Send us copies by email or message, as agreed with the team.
Our partRequest the relevant codes and use them to complete the agent authorisation.
Where will the letters arrive?
The activation letters are sent to your company’s registered address. Make sure you can receive post there, and let us know when the letters arrive so we can guide you through the next step.
Complete the identity checks.
We carry out Know Your Customer (KYC) checks for each director of the business. We’ll need a copy of each director’s passport and proof of address.
Your partPrepare a passport copy and proof of address for every director, and provide them using the method agreed with the team.
Our partGuide you through the checks. We can review the documents you provide directly, or send a link for you to upload the information.
How should I send the documents?
The team will confirm the document-sharing process with you during onboarding. Wait for those instructions or your upload link before sharing identity documents.
