New Client Information - Stubbs Parkin

Please complete all information. If you would prefer to print and complete this form and return it to us, please do so. If you would like us to post this questionnaire to you, please contact Jill Molyneux jmolyneux@stubbsparkin.co.uk
Title*
Name*
First Last
Preferred First Name*
Home Address*
Street Address Address Line 2 Town/City Post Code
Date you moved to this address*
DD slash MM slash YYYY
Home phone number*
Mobile phone number*
Email address*
Date of Birth*
DD slash MM slash YYYY
Nationality
NI number*
Do you have a business?*
- Yes
- No
Business Name
Business Address
Street Address Address Line 2 Town/City Post Code
Business phone number

References - Limited Companies Only
These essential references help us to register as your agent. You can find these on letters you receive from HMRC or Companies House.
Do you have a limited company?*
- Yes
- No
Corporation Tax Reference (UTR)
Companies House Authentication code
If you're not sure, please send us copies of any correspondence you have recently received.
Drop files here or
Max. file size: 32 MB.

Contact Preferences
Please specify below, how you would prefer us to get in touch with you.
Phone calls - which number is best?*
- Mobile
- Business
- Home
What's the best way to send you a short message or reminder?*
- Phone call - daytime
- Email
- Text message
What about more detailed information about your accounts / tax issues?*
- Email
- Online client portal
- Other
Please specify*
How would you like to receive your Accounts and / or Tax Return?*
- Online client portal (you can sign online without needing to print)
- Other
Please specify*
We will send reminders about invoices and payments to your email address. If you'd prefer us to direct these to someone else in your organisation please provide their email address.
Please confirm you consent to us emailing you with updates. You can amend your preferences and unsubscribe at any time.
- Essential Stubbs Parkin Client News - significant updates and changes we need to inform you about.
- Newsletter - a mixture of tax / accounts / technology updates handpicked for our clients
If you would like to nominate someone to deal with your business accounts on your behalf - for example a family member / bookkeeper or business partner - please provide their contact information here.
If you would prefer to nominate someone to deal with your personal tax affairs please provide their contact information here.

Personal Tax Information
Marital Status*
- Married
- Civil Partnership
- Living with partner
- Single
Does your household receive Child Benefit?*
- Yes
- No - No eligible children in household
- No - we have selected not to receive due to high earner status
Does your household receive Tax Credits?*
- Yes
- No
Do you have a student loan?*
- Yes
- No
Are you currently registered for self-assessment?*
- Yes
- No
Last return filed? (Tax year)
Please give us a short summary explaining any other income you currently have.
Unique Taxpayer Reference (UTR) (this will be on the top of any HMRC correspondence).
If you're not sure, please send us copies of any correspondence you have recently received from HMRC.
Drop files here or
Max. file size: 32 MB.
Do you have a business that needs to be moved over to Xero?*
- Yes
- No

Thank you for your interest in our Xero Training. Please could you complete the following questions so that we can get a better idea of how we can help you:
First Name
Last Name
Firm Name
Where would you like the training?
- Online Training
- Face-to-face
Is the training for yourself only or your team?
- Myself
- My Team
Where are you based?
What do you need training on specifically?
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In order for us to send you a quote, we need some information from you. Please could you complete the following questions:
1. First Name
2. Last Name
3. Email
4. Firm Name
5. What is your Annual Revenue?
6. Which type of conversion are you needing?
- New Business
- Fresh Start
- Business as Usual
7. Do you want...
- Conversion Balances
- Comparison Balances
- Historical Data
- Not Sure / Please Advise
8. How much additional training do you require?
- Half Day
- Full Day
- 2 Day
- 3 Day
- 4 Day
9. Where would you like to do the training?
- In Our Training Room
- At Your Premises
10. Would you like Xero payroll set up?
- Yes
- No
11. How many employees do you have?
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New Client Information Form