Limited Company Decisions Form

Please confirm your email address.*

If you have selected Personal or Corporate Tax services, please complete the following:

Have you earned income from any source in the UK in this tax year (from 6th April 2021) to the present date?*

Yes
No

1. Employment¹

2. Self Employment

3. Other

(e.g. Rental, investments, pensions, dividends, interest, etc)

¹Please attach a Form P45 relating to employment income if noted above.

Max. file size: 64 MB.

Will you have other income from sources outside your limited company (e.g. rental, investments, interest etc) in this tax year (6 April 2021 to 5 April 2022)?*

Yes
No

If yes, please supply details here:

Do you currently contribute to a personal pension?*

Yes
No

Do you have an outstanding student loan?*

Yes
No

If you make pension contributions and/or have a student loan please supply details here:

Are you a British citizen?*

Yes
No

What was your date of entry into the UK?*

Personal Bank Account Details

These details will only be used if required for self assessment purposes. Please note it is your responsibility to update these details should they change.

Bank Name

Account Name

Account Number

Sort Code

VAT Registration

Please indicate if you would like assistance with registering the company for VAT:*

Yes
No

If yes, please describe the nature of your intended business activity:

The description needs to be between 10 and 200 words. For example, if you operated in the Engineering sector your description might be: "ENGINEERING CONSULTING – Delivering consulting services mainly in the Oil & Gas Industry, doing audits on proposed design to ensure that industrial accidents are prevented."

Please indicate the company’s estimated annual turnover:*

If the company is already VAT registered please supply details here:

Flat Rate Scheme Registration

Please indicate if you would like assistance with registering the company for the Flat Rate Scheme.*

Yes
No

Category of Business

*'Labour-only building or construction services' means building or construction services where the value of materials supplied is less than 10 per cent of relevant turnover from such services; any other building or construction services are 'general building or construction services'

If the company is already FRS registered please supply details here:

Refer to our Flat Rate Scheme Rates Table.

Please note that any VAT Credit that arises as part of your company being on the Flat Rate scheme is additional income to your company only.

PAYE Scheme Registration

Please indicate if you would like assistance with registering the company for a PAYE Scheme.*

Yes
No

Please note that if the company pays a salary at or above the Lower Earnings Level it must register for a PAYE Scheme.

Director/s salary

If you elect to pay a director’s salary and have requested payroll services, please indicate the salary level you have chosen:*

No Salary
Below the Lower Earnings Level
Secondary Threshold
Primary Threshold
National Minimum Wage
Other

If other, please specify amount:*

If you would like to add additional directors or employees to the payroll please supply details here:

Dividend Policy

If you would like assistance with the calculations of company profits and associated dividend paperwork, please indicate your dividend policy:*

If ad hoc, please specify:

Please indicate the level of interim dividends you wish to declare to the shareholder/s:*

At or below the Higher Rate tax threshold
Maximum level from the company’s ‘realised after tax profits’
Other

If other, please specify:

Change notification*

Please acknowledge you will notify us if the level of director’s salary or dividends policy you have selected changes.

Other financial services products

Please indicate if you would be interested in hearing about any of the following financial services products:

Personal Pensions*

Yes
No

Mortgages*

Yes
No

Life Assurance*

Yes
No

Income Protection*

Yes
No

Limited Company Insurance*

Yes
No

Confirm Information

Please confirm your details:*

I certify the information supplied above is correct.

Name*

First Last

Date*