Transfer In Form Workr contact person* Personal detailsName* First Last Email* Phone*Company name* Incorporation date* DD slash MM slash YYYY Company registration number Date from which Workr will begin acting as accountant* DD slash MM slash YYYY Do you want to change your companies registered office address to the Workr address* Yes No Fees* I require ongoing accounting services Ad hoc preparation of Year End Accounts and Personal Tax Returns If you select 'I require ongoing accounting services' please note the effective start date for weekly fees will be dictated by the date from which Workr will begin acting as your accountant.Moving in from* an accountant a self-managed arrangement Company informationDo you have the company authentication code?* Yes No Companies House Authentication Code Please confirm you will request the Authentication code immediately and will email to Workr once recieved* Confirmed The authentication code will be sent to the current registered office address. This registered office address cannot be changed without the authentication code.Last Confirmation Statement filed A Confirmation Statement has been submitted No Confirmation Statement has been submitted I don't know Date of last Confirmation Statement submission* DD slash MM slash YYYY Corporation TaxCompany Unique Taxpayer Number* Company Accounts Office Reference Number Company AccountsPlease indicate if accounts are available* Accounts are available No accounts are available Latest trial balance to up to: DD slash MM slash YYYY Please upload latest submitted financial statements if available Drop files here or Select files Max. file size: 64 MB. Please confirm if you would like Workr to complete your most recent annual financial accounts due Yes No VATVAT registered? Yes No VAT detailsLast VAT Quarter completed* Please attach all VAT returns Drop files here or Select files Max. file size: 64 MB. Is the company FRV registered?* Yes No Please provide FRV percentage Please upload original FRV certificate Drop files here or Select files Max. file size: 64 MB. VAT registration number* Government Gateway ID* Government Gateway Password* Please upload the original VAT CertificateMax. file size: 64 MB. Please upload any other VAT documentationMax. file size: 64 MB.PAYEPAYE registered? Yes No PAYE detailsPAYE Employer Reference* PAYE Accounts Office Reference* Please upload copy of last generated payslip*Max. file size: 64 MB.Please upload P11DMax. file size: 64 MB.Please attach any additional documents held on file (Childcare benefits, etc.)Max. file size: 64 MB.Personal TaxDoes the director have a Unique taxpayer Reference Number* Yes No - Never held Unique taxpayer reference Personal Tax detailsUnique taxpayer Reference Number* Confirmed period of last personal tax return submitted* 2015/2016 2016/2017 2017/2018 No tax return has been submitted Please upload P45Max. file size: 64 MB.Please upload any personal tax documentsMax. file size: 64 MB.Business bank statementsHave you opened a business bank account for your limited company?* Yes No Please upload business bank statements from your companies incorporation date until the current date* Drop files here or Select files Max. file size: 64 MB. Please supply PDF or CSV files if possibleAccountantAccountant name* First Last Accountant phone*Accountant email* DeclarationPlease supply any other information you believe is relevantPlease upload any other supporting documentation you deem relevant Drop files here or Select files Max. file size: 64 MB. Declaration I certify that the above information is complete an accurate to the best of my knowledge Please confirm Workr can contact your previous accountant today* Confirmed Date DD slash MM slash YYYY
