HELP IS HERE
When you join us we may ask you for some information from you if we haven't been able to obtain a handover from your previous accountant.
What can we help you with?
1
HELP WITH YOUR PERSONAL UTR
If we're acting as your agent for your self assessment tax return, we'll need your UTR. Your personal UTR is a 10 digit code, its different from your limited company UTR
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This is a 10 digit code that would have been issues to you when you registered for a self assessment.
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You can find your individual UTR number:
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in your Personal Tax Account
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in the HMRC app
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on previous tax returns and other documents from HMRC (for example, notices to file a return or payment reminders)
If you cannot find your UTR on any documents or online, contact HMRC.
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If you need to register for a self assessment you can do that here
2
HELP WITH YOUR AUTHENTICATION CODE
If we're acting as your agent for your limited company accounts, we'll need your Companies House Authentication Code, Its a 6 digit alphanumeric code.
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Companies House will send your authentication code to your registered address when you incorporate your company.​
If this letter has been misplaced then you can request a new one through Companies House.
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If you no longer have access to your company's registered address you can request your authentication code to be sent to your home address here.
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If you're still not not able to obtain your authentication code, contact Companies House.
3
HELP WITH YOUR COMPANY UTR
If we're acting as your agent for your corporation tax, we'll need your Company UTR.
Your company UTR is a 10 digit code, its different from your personal UTR
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You don't need to register for corporation tax straight away but you will need to register within 3 months of starting any business activity.
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HMRC will send your company UTR to your registered address when you register your company for corporation tax.​
If this letter has been misplaced then you can request a copy through Gov.uk.
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You can also find your company UTR by logging into your HMRC Business account. ​
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If you still to register for corporation tax you'll need to follow the HMRC steps.​​
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If you cannot find your company UTR on any documents or online, contact HMRC.
4
HELP WITH YOUR VAT INFORMATION
If we're acting as your agent for your VAT, we'll need your VAT number and registration date.​
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If you are registered for VAT then your VAT number should be on all the invoices or receipts you give to your customers.
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You can find the VAT number and registration date on your VAT Certificate, which can be accessed via your VAT online account.​
If you are having trouble accessing your VAT registration certificate, contact HMRC.
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5
HELP WITH YOUR PAYE & ACCOUNTS OFFICE REFERENCE
If we're acting as your agent for PAYE, we'll need your PAYE Reference and Accounts Office Reference.​
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The PAYE Reference number consists of two parts: a three digit HMRC Office Number, and a reference number that is unique to you. It looks something like 123/A56789.
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You can find both the PAYE Reference and Accounts Office Reference on the letter that HMRC sent you when you registered as an employer.​
Alternatively, when you registered for PAYE you may have created a PAYE Online account which you can login to find these details.
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If you aren't yet registered then you'll need to register as an employer with HMRC.
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If you are having trouble registering or accessing your details, contact HMRC.
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