Limited Company Registration Form

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

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

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

The company registration number, Company UTR and Companies House authentication code (if you have them)
A valid passport or driving licence for each director
A proof of address for each director, issued within the last 3 months (utility bill, bank statement or council tax statement)
National Insurance numbers and personal UTRs for each director
VAT and PAYE references, if the company is registered
Your previous accountant’s contact details (if any)

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

Company Details

Company Name*

Company Number*

Date of Incorporation*

Registered Office Address*

City*

Postcode*

Trading address (if different from registered office)

Nature of Business*

Company UTR

CH Authentication Code

Accounting Year End

Company Website

Business Bank

Your Contact Details

First Name*

Last Name*

Your Position*

Email Address*

Phone Number*

Director 1

If you are a director, please enter your own details here.

Director 1 Full Name*

Director 1 Date of Birth*

Director 1 NI Number*

Director 1 Home Address*

Director 1 City*

Director 1 Postcode*

Director 1 Personal UTR

Director 1 Shareholding %*

Director 1 is a PSC?*

Director 1 Companies House Code

Director 1 needs a Self Assessment?*

Is there a second director or shareholder?*

Director 2 / Shareholder

Complete this section only if the company has a second director or shareholder. The fields below appear when you answer “Yes” above.

Director 2 Full Name

Director 2 Date of Birth

Director 2 NI Number

Director 2 Home Address

Director 2 City

Director 2 Postcode

Director 2 Personal UTR

Director 2 Shareholding %

Director 2 is a PSC?

Director 2 Companies House Code

Director 2 needs a Self Assessment?

Any other directors or shareholders? Please list their names, roles and shareholding (%)

HMRC Registrations

VAT Registered?*

VAT Number

VAT Scheme

PAYE Payroll Scheme?*

Employer PAYE Ref

Accounts Office Ref

Number of Employees

Pay Frequency

Pension Provider

CIS Status*

Accounting Software*

Bank Transactions per Month

Previous Accountant

Previous Accountant Email

Last Accounts Period End

Professional clearance

I authorise UK Tax Professionals Ltd to contact my previous accountant for professional clearance and handover information.

Identity Verification – AplyID

As part of our Anti-Money Laundering (AML) compliance requirements, we must verify the identity of every director and every shareholder with significant control (25% or more) before providing accounting services.

After submitting this form, each person will receive a secure AplyID verification request by SMS. AplyID allows them to verify their identity quickly using a smartphone by:

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

The process usually takes less than 2 minutes per person.

AplyID*

I understand that each director and significant shareholder 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)

Certificate of Incorporation

Certificate of Incorporation*

Director 1 – Proof of Identity

Director 1 – Passport or Driving Licence*

Director 1 – Proof of Address (issued within last 3 months)

Director 1 – Utility bill / Bank statement / Council tax statement*

Director 2 – Proof of Identity and Address (if applicable)

Director 2 – Passport or Driving Licence

Director 2 – Utility bill / Bank statement / Council tax statement

Latest filed accounts / CT600 (if any)

Latest accounts or CT600

Any HMRC or Companies House letters

Attach letter

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

1. Identity Verification
Each director and significant shareholder will receive a secure AplyID identity verification request by email or SMS. Please complete these so we can proceed.

2. Letter of Engagement
We will review your information and send our Letter of Engagement by email, outlining the services and fees. At the same time, you will receive HMRC Form 64-8 authorisation for electronic signature, allowing us to act for the company with HMRC (Corporation Tax, and VAT and PAYE where applicable). Directors who need a personal tax return will receive a separate 64-8.

3. Companies House
We will use the company authentication code to file accounts and confirmation statements on the company’s behalf.

4. 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.
Through the portal you will be able to securely upload documents, review information, and communicate with us.

Confirmation*

I confirm that I am a director of the company named above and authorised to act on its behalf, and that the information provided is correct to the best of my knowledge. I authorise UK Tax Professionals Ltd to act as the company’s 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.