Welcome! We are delighted to have you onboard as a Hillmans client!

The very next step is for you to complete our New Client Form (web form below).

Please complete as much of the form below as you can. If there is any information you don't know, or aren't sure of please don't worry, simply leave the box blank and we'll look into this further for you.

Once finished please press the send button.

If you have any problems completing the form please give our office a call on 01934 444100, we'll be pleased to assist.

New Client Form

First Name:

Last Name:

Email:

Phone:

Date Of Birth:

National Insurance No:

Home Address:

Personal UTR - Unique Taxpayer Reference Number:

Legal Company Name:

Trading Name (if different to legal name):

Work Phone:

Work Address:

Webfiling Authentication Code:

Your Next Year End Date:

Company Registration Number:

Company UTR - Unique Taxpayer Reference Number:

Previous Accountant's Name:

Previous Accountant's Address:

Previous Accountant's Phone:

Previous Accountants Email:

Are You VAT Registered? (Yes / No):

If Yes to VAT Reg, what is your VAT Number:

VAT Registration Date:

Last VAT Quarter End Date:

Amount Paid On Last VAT Return?:

Are you registered as an Employer for Payroll? (Yes / No):

If Yes to Payroll Reg, what is your PAYE reference:

PAYE Accounts Office Reference:

Next Payroll Submission Date:

Next Steps

What you can expect following completion of our New Client Form (above):

👉AML Onboarding Email

As part of our legal obligations under anti-money laundering (AML) regulations, we are required to verify the identity of all clients, both new and existing, on a periodic basis.

To carry out this verification electronically, we have partnered with Xama Technologies, a trusted provider of electronic identity verification services for accountants in the UK.

We will be sending you an email to ask you to upload a photo ID and proof of your current home address using a secure link. It should only take around 5 minutes to complete the check.

If you would prefer not to complete the ID check online, you are welcome to bring the original documents or certified copies of your ID and proof of address into our office instead.

If you have any questions or require technical assistance, please call our office on 01934 444100 and we will be pleased to assist you.

👉Onboarding Meeting

Next, following receipt of our New Client Form, we'll be in touch within the next 48 hours to book you in for your onboarding session with us (where applicable). If you'd like to get this session booked sooner, please contact us on 01934 444100.

Welcome! We are delighted to have you onboard as a Hillmans client!

New Client Form

Next Steps

👉AML Onboarding Email

👉Onboarding Meeting

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