Client Registration Form

Thank you for choosing to work with UK Tax Professionals Ltd.

To proceed with your onboarding, please complete the information below and upload the requested documents.

Before you begin, please make sure you have the following to hand:

Your National Insurance number and Unique Taxpayer Reference (UTR)
A valid passport or driving licence
A proof of address document issued within the last 3 months, such as a utility bill, bank statement, or council tax statement
Any HMRC correspondence letter you have received
Your business start date and details of any additional income sources

Having these ready will help you complete the form in one go.

Personal Information

First Name*

Last Name*

Date of Birth*

Address (Street)*

City*

Postcode*

Previous address if less than 3 years in current address

National Insurance Number*

Unique Taxpayer Reference (UTR): *

Are you registered for Self Assessment with HMRC? *

Contact Details

Email Address*

Phone Number*

Business Information

Type of Self-Employment / Business Activity (e.g. builder, cleaner, consultant, landlord)*

Date your business started

Do you have more than one source of income? *

Please describe (additional self-employment, rental income, other taxable income)*

Your last filed tax return *

Last filed tax return

Identity Verification – AplyID

As part of our Anti-Money Laundering (AML) compliance requirements, we must verify the identity of all clients before providing accounting services.

After submitting this form, you will receive a secure AplyID verification request by SMS. AplyID allows you to verify your identity quickly using your smartphone by:

• Scanning your passport or driving licence
• Completing a short face verification
• Confirming your identity details

The process usually takes less than 2 minutes.

AplyID*

I understand that I will receive an AplyID identity verification request and that completing it is required before services can begin.

Document Upload Checklist

Accepted formats: jpg, .jpeg, .pdf (up to 15 Mb)

Proof of Identity

Passport or Driving Licence*

Proof of Address (issued within last 3 months)

Utility bill / Bank statement / Council tax statement*

Any HMRC correspondence letter

Attach letter

After submitting this form, the onboarding process will continue as follows:

1. Identity Verification
You will receive a secure AplyID identity verification request by email or SMS. Please complete this to allow us to proceed.

2. Letter of Engagement
We will review your information and send you our Letter of Engagement by email outlining the services and fees. At the same time, you will also receive the HMRC Form 64-8 authorisation for your electronic signature, allowing us to act on your behalf with HMRC.

3. Client Portal Activation
Once the engagement is agreed, you will receive an invitation to activate your Client Document Manager portal.
The system will recognise your email address, so you will simply need to create a password to access your portal.
Through the portal you will be able to securely upload documents, review information, and communicate with us.

Confirmation*

I confirm that the information provided above is correct to the best of my knowledge. I authorise UK Tax Professionals Ltd to act as my accountant

Date*

Data Protection: Your personal information will be processed in accordance with UK GDPR and Data Protection legislation and will only be used for the purpose of providing accounting and tax services.