After working through our emails we reach yours and reply “yes, it’s possible, this is what we need”.
This is the first pitfall, do you have everything that we need? Here is the list:
1 > Company or business name
2 > Your full name
3 > Your address
4 > For companies, your 6-character Companies House Authentication Code (webfiling)
5 > Unique tax reference (UTR)
6 > Previous accountant details: firm, address, email address. If you have one.
7 > Previous accounts, tax return, and workings (from you or your previous accountant)
8 > Two forms of identification (one passport or driving license, another confirming name and address)
9 > Accounting records and year-end bank statements. Your accounting records could be access to your online accounting software or you could email a spreadsheet. Either way, all transactions must be categorised (e.g. sales, materials, travel, telephone), and your records must be reconciled with the bank account i.e. the bank balance on your records agrees with the bank balance on your bank statements.
10 > Upfront payment of double the Annual package monthly fee x 12. It needs to be a direct payment to our bank account (no credit card or payment services, sorry). Our fees are double because we’re dropping everything else today to help you all day. It’s non-refundable in any circumstances. If we fail to submit today, we will submit as soon as possible.”