Templates and Forms

Download Templates and forms by clicking on the name.

01 Welcome pack Welcome pack
02 Client’s Onboarding checklist Client’s Onboarding checklist
03 Authorising Your Agent (HMRC 64-8) Authorising Your Agent
04 Application for VAT registration Application for VAT registration
05 Self employment Registration (HMRC) Self assessment Registration (HMRC)
06 Payroll Information Payroll Information
07 New Business registration New Business registration
08 Written statement of Employment Particulars Written statement of Employment Particulars
09 Charity Trustee declaration form Charity Trustee declaration form


The environment surrounding HMRC compliance checks has changed and, from 1 April 2009, HMRC’s powers have increased dramatically. They are now able to make inspections and investigations unannounced.