E-Registration Register Now Limited Company Sole Trader / Partnership Name of limited company Year end Date Register address of limited company Business Address Principal activity/industry Numbers of shares Value of each share Email Phone Number Services Required (Check Boxes) Book Keeping Payroll Accounts VAT CIS Self Assessments Consultancy / Advice Other Message Submit Business Name Year end Date Business Address Principal activity/industry Email Phone Number Services Required (Check Boxes) Book Keeping Payroll Accounts VAT CIS Self Assessments Consultancy / Advice Other Message Submit 01. Basic Information Name Email Phone number Residential Address Date of Birth National Insurance Number (NIN) Preferred method of communication Email Phone call 02. Business Information (For Sole Traders, Partnerships, Companies) Business/Trading Name Business Type Company Registration Number (CRN) (if applicable) Business Address VAT Registration Number and date (if applicable) UTR (Unique Taxpayer Reference) Nature of Business / Industry Sector Expected Turnover and Income Sources Payroll / PAYE Scheme in place? Yes No Do you need bookkeeping, payroll, VAT, or other services? bookkeeping payroll VAT or other services? 03. AML & KYC Compliance Questions These are legally required for due diligence under HMRC’s AML supervision: Have you been a UK resident for the past 12 months? Yes No Do you own or control any other businesses or entities? Yes No Are you acting on behalf of another person? (If yes, details are required.) 04. Engagement & Consent Which services are you signing up for? (e.g., Self-assessment, VAT, Annual Accounts, Payroll) Consent to engage Find Totals as your agent with HMRC? Yes No How did you hear about us? (Referral, website, social media, etc.) Agreement to Terms of Service and Privacy Policy Yes No Consent for digital communication and document sharing Yes No Upload previous accountant's details (if applicable) Provide previous tax returns or accounts Request a call back or consultation Yes No Preferred payment method or billing cycle Direct debit One off payments Submit Basic Information (All Clients) First name Last name Email Phone Number Residential Address (and duration at current address) Date of Birth National Insurance Number (NIN) Preferred method of communication Email Phone call 2. Business Information (For Sole Traders, Partnerships, Companies) Newsletters MonthlyBeratung Insights, provides access to articles, videos and reports by Beratung partners and thought leaders. The newsletter highlights our perspectives on the critical issues global businesses and their leaders face in today’s challenging environment. Business/Trading Name Business Type Company Registration Number (CRN) (if applicable) Submit
