Client Onboarding — Milestone Accountants LTD

🏢 Limited Company Private Limited by Shares / Guarantee 👤 Sole Trader Self-employed individual or freelancer 👥 Partnership Ordinary business partnership ⚖️ LLP Limited Liability Partnership

National Insurance (NI) Number * I do not have an NI number available / not received yet

Personal UTR (Self Assessment) * I do not have a Personal UTR number yet

Is this director also self-employed / required to submit a personal Self Assessment tax return?

If checked, we will automatically set up your director self-assessment record and track your personal tax return deadlines.

📋 Not registered with HMRC yet? Ask Milestone Accountants to register you as self-employed

Tick this box if you have started or are starting self-employment and need us to register you with HMRC for a new UTR number.

Corporation Tax UTR * Company UTR not received yet

Companies House Auth Code * Don't have Auth Code yet

PAYE Employer Ref * Not registered for PAYE / payroll

Special instructions, current accounting software (Xero/QuickBooks), or deadlines

Milestone Accountants LTD

Business Structure

Business & Trading Information

Director & Primary Contact

Tax & Company References

VAT Registration

Business Bank Account (Optional)

Additional Information & Requirements