Register

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

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Your Name and Address

Title:

All Christian Names:

Surname:

Please specify:

Any previous names (if applicable):

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:

Place 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:

What is your share of the gross annual turnover before deductions?:

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

Do you receive business income:

What is your gross annual turnover before deductions?

Are you a non resident, receive income from overseas or have assets (pensions, property, investments) situated overseas:

Please provide details of income / assets held and names of the relevant territories:

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:

Any previous names (if applicable):

Place 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):

First tax year(s) your partner require assistance with:

Does your partner receive rental income:

What is your partner's share of the gross annual turnover before deductions?:

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

Does your partner receive business income:

What is your partner's gross annual turnover before deductions?

Is your partner a non resident, receive income from overseas or have assets (pensions, property, investments) situated overseas:

Please provide details of income / assets held and names of the relevant territories:

Any other unusual sources of income:

Anti money laundering

Businesses that provide accountancy and taxation services are regulated under the Money Laundering Regulations and are supervised by a regulatory body. The following questions relate to those requirements.

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.

Do you have dual nationality?:

Which Countries:

You've indicated that you receive business income can you please provide a brief description of your profession / business activity:

What proportion of your business income is paid in cash? :

Please provide an approximation and brief summary of your annual income (e.g. employment earnings, self employed profits, rental profits, investment income):

Please provide an approximation and brief summary of your assets (e.g. equity in property, investments held including tax free savings like ISAs):

Does your partner have dual nationality?:

Which Countries:

You've indicated that your partner receives business income, can you please provide a brief description of your partner's profession / business activity:

What proportion of your partner's business income is paid in cash?:

Please provide an approximation and brief summary of your partner's annual income (e.g. employment earnings, self employed profits, rental profits, investment income):

Please provide an approximation and brief summary of your partner's assets (e.g. equity in property, investments held including tax free savings like ISAs):

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:

Check and Register

Your Name and Address

Title:

All Christian Names:

Surname:

Any previous names (if applicable):

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:

Place of birth:

Your National Insurance Number:

10 Digit Unique Tax Reference:

First tax year(s) you require assistance with:

Do you receive rental income:

What is your share of the gross annual turnover before deductions?:

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

Do you receive business income:

What is your gross annual turnover before deductions?

Are you a non resident, receive income from overseas or have assets (pensions, property, investments) situated overseas:

Please provide details of income / assets held and names of the relevant territories:

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

Any previous names (if applicable):

Place of birth:

Telephone:

Mobile:

Email:

Is your partner a minister of religion:

National Insurance Number:

10 Digit Unique Tax Reference:

First tax year(s) your partner require assistance with:

Does your partner receive rental income:

What is your partner's share of the gross annual turnover before deductions?:

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

Does your partner receive business income:

What is your partner's gross annual turnover before deductions?

Is your partner a non resident, receive income from overseas or have assets (pensions, property, investments) situated overseas:

Please provide details of income / assets held and names of the relevant territories:

Any other unusual sources of income:

Anti money laundering

Do you have dual nationality?:

Which Countries:

You've indicated that you receive business income can you please provide a brief description of your profession / business activity:

What proportion of your business income is paid in cash? :

Please provide an approximation and brief summary of your annual income:

Please provide an approximation and brief summary of your assets:

Does your partner have dual nationality?:

Which Countries:

You've indicated that your partner receives business income, can you please provide a brief description of your partner's profession / business activity:

What proportion of your partner's business income is paid in cash?:

Please provide an approximation and brief summary of your partner's annual income:

Please provide an approximation and brief summary of your partner's assets:

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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