Onboarding Process

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

The very next step is for you to complete our New Client Questionnaire (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 Questionnaire

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:

Onboarding Session

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

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Office Address

2, Laurel House, 1 Station Rd

Worle

Weston-super-Mare

North Somerset, BS22 6AR

Phone: 01934 444100

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Tel: 01934 444100

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

New Client Questionnaire

Onboarding Session

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