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Welcome To Accountant4less!

We Are Delighted That You Have Decided To Join Us
Now Begins A Flurry Of Form Filling – Sorry About That!
We have to collect all sorts of data about you to set you up in our systems, put the appropriate authorities in place and get access to your records. We have set up a series of forms that you can work through at your leisure to provide this information to us.
Don’t forget to bookmark this page if you don’t have time to complete all the forms now.
1. You’ve Signed Your Proposal
Fantastic! Please do save a copy somewhere safe for future reference.
Please take a moment to read our privacy policy so you understand what we do with your data.
2. Privacy Policy
Privacy and Cookie Policies
3. Sole Traders Only: Forms And Authorities
Please only complete the following forms if you are signing up as a sole trader (self-employed):

1. New Client Data Form – data collection to set you up in our records

2. Existing Accountant Form – Professional clearance authorising us to request your accounting records from your old accountant. If we are your first accountants, this form is not required.

4. Limited Companies Only: Forms And Authorities

Please only complete the following forms if you are signing up as a limited company:

1. New Client Data Form – data collection to set you up in our records

2. Co-Director Form – only applicable to set up another company director(s) in our records. If there are no other directors, this form is not required.

3. HMRC Reference Numbers – allowing us to access your tax records and talk to HMRC on your behalf

4. AML Authority Form – authorising us to run AML (Anti Money Laundering) checks

5. Companies House Authority – authorising us to submit returns and accounts to Companies House on your behalf

6. Existing Accountant Form – Professional clearance authorising us to request your accounting records from your old accountant. If we are your first accountants, this form is not required.

Please be sure to enter your company name in the same format in each form – this is the master field linking all of your data!

5. Partnerships Only: Forms And Authorities

Please only complete the following forms if you are signing up as a partnership:

1. New Client Data Form – data collection to set you up in our records

2. Your Partner(s) Form – to set your business partner(s) up in our records

3. HMRC Reference Numbers – allowing us to access your tax records and talk to HMRC on your behalf

4. AML Authority Form – authorising us to run AML (Anti Money Laundering) checks

5. Companies House Authority – authorising us to submit returns and accounts to Companies House on your behalf

6. Existing Accountant Form – Professional clearance authorising us to request your accounting records from your old accountant. If we are your first accountants, this form is not required.

Please be sure to enter your partnership name in the same format in each form – this is the master field linking all of your data!

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