Register

1 Your Name and Address
2 About You
3 Your Family
3B Your Partner's Details
4 Other Details
5 Check and Register

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Your Name and Address

Title:

All Christian Names:

Surname:

Please specify:

Address Line 1:

Address Line 2:

Address Line 3:

Address Line 4:

Post Code:

The date you moved to your current address:

Telephone:

Mobile: (e.g. 07777 777777)

Email:

Previous Address:

The date you moved to your previous address:

About You

Are you a minister of religion:

Denomination:

Appointment: (e.g Vicar at St John's, Newtown)

Please specify:

The name of your main employer or pension provider:

Please specify:

Payroll start date: if less than 12 months ago

The name of your main employer or pension provider:

Payroll start date: if less than 12 months ago

Your date of birth:

Your National Insurance Number (e.g. AB123456C):

10 Digit Unique Tax Reference (e.g 1234567890):

A Unique Taxpayer Reference (UTR) is made up of ten numbers, for example 1234567890. This can be found on documentation issued by HMRC's Self Assessment department e.g. a previous Tax Return (SA100), a 'Notice to complete a Tax Return' (SA316) or a Statement of Account. You will not find this number on a payslip or PAYE Notice of Coding

First tax year(s) you require assistance with:

Do you receive rental income:

Do you receive Tax Credits:

Do you have an income contingent student loan or postgraduate loan:

Do you receive business income:

What is the projected total annual income/turnover from all such businesses?

Are you a non resident or receive income from overseas:

Description of this overseas income:

Any other unusual sources of income:

Your Family

Marital Status:

Title:

Partner's Christian Names:

Partner's Surname if different to yours:

Please specify:

Your partners date of birth:

Date of marriage or Civil Partnership:

Would you like to register your partner as a client with TMC?

Children's names and dates of birth if under 20

Name:

Date of Birth:

Name:

Date of Birth:

Name:

Date of Birth:

Name:

Date of Birth:

Name:

Date of Birth:

Name:

Date of Birth:

Telephone:

Mobile: (e.g. 07777 777777)

Email:

Is your partner a minister of religion:

Denomination:

Appointment: (e.g Vicar at St John's, Newtown)

Please specify:

The name of your partner's employer:

Please specify:

Payroll start date: if less than 12 months ago

The name of your main employer or pension provider:

Payroll start date: if less than 12 months ago

Your partner's National Insurance Number (e.g. AB123456C):

10 Digit Unique Tax Reference (e.g 1234567890):

Number of Tax Returns outstanding:

Does your partner receive rental income:

Does your partner have an income contingent student loan or postgraduate loan:

Does your partner receive business income:

What is the projected total annual income/turnover from all such businesses?

Is your partner a non resident or receive income from overseas:

Description of this overseas income:

Any other unusual sources of income:

Other Details

Name, postal address and email address of previous tax adviser - if applicable:

How did you hear about Tax Management for Clergy:

Comments:

Any Further Comments:

We are required by law to verify your identity which we administer using third party software. Please tick this box to confirm that is acceptable. This does not affect your personal credit score.

Check and Register

Your Name and Address

Title:

All Christian Names:

Surname:

Address Line 1:

Address Line 2:

Address Line 3:

Address Line 4:

Post Code:

The date you moved to your current address:

Previous Address:

The date you moved to your previous address:

Telephone:

Mobile:

Email:

About You

Are you a minister of religion:

Your date of birth:

Your National Insurance Number:

10 Digit Unique Tax Reference:

Number of Tax Returns outstanding:

Do you receive rental income:

Do you receive Tax Credits:

Do you have an income contingent student loan or postgraduate loan:

Do you receive business income:

What is the projected total annual income/turnover from all such businesses?

Are you a non resident or receive income from overseas:

Description of this overseas income:

Any other unusual sources of income:

Your Family

Marital Status:

Title:

Partner's Christian Names:

Partner's Surname if different to yours:

Your partners date of birth:

Date of marriage or Civil Partnership:

Children's names and dates of birth if under 20

Name:

Date of Birth:

Name:

Date of Birth:

Name:

Date of Birth:

Name:

Date of Birth:

Name:

Date of Birth:

Name:

Date of Birth:

You Partner's Details

Telephone:

Mobile:

Email:

Is your partner a minister of religion:

National Insurance Number:

10 Digit Unique Tax Reference:

No. of Tax Returns outstanding:

Does your partner receive rental income:

Does your partner have an income contingent student loan or postgraduate loan:

Does your partner receive business income:

What is the projected total annual income/turnover from all such businesses?

Are you a non resident or receive income from overseas:

Description of this overseas income:

Any other unusual sources of income:

Other Details

Name, postal address and email address of previous tax adviser - if applicable:

How did you hear about Tax Management for Clergy:

Comments:

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