New Client 0% Complete1 of 3 Company Name * Contact Name * Phone * Email * Referred by Number of Directors 1 2 3 4 5 Director 1 name Other Directors Names Share Structure (Ordinary, Alphabet, Preference) * Number of Shareholders 1 2 3 4 5 Shareholders Names + Percentages Company UTR Company Authentication Code Nature of Business * Annual Revenue (please note if estimated) * Average number of Transactions per month How do you record your bookkeeping What account system currently using, i.e. QBO What software will be used moving forward Do you have a Previous Accountant? Details required * Bookkeeping Bookkeeping required? How many Business Bank accounts and name of banks * Are all control accounts Reconciled * What information is expected to send to quest by the client and how * How often will Bookkeeping be completed * What level of support will the Client need * URGENT ACTIONS Payroll Payroll required? Number of Employees * Is there an existing payroll scheme * Yes (Payroll dept will contact Client) No (Payroll dept will set up new scheme) Workplace pension? * Yes - already in place (use box below to include details) Yes - Required No - Not required Pay periods * Weekly 4 Weekly Monthly Annually First period Quest will run * URGENT ACTIONS Self-Assessment/Director Return Self-Assessment/Director Return required? Year required * to 5 April 2018 to 5 April 2019 to 5 April 2020 to 5 April 2021 to 5 April 2022 to 5 April 2023 to 5 April 2024 Terms (POC, 50/50, ) * Monthly POC 50/50 Who paying * Ltd Personal Already registered for self-assessment? * Yes No Personal UTR Number * Directors Return? * Yes No History (Self-Employed, L&P, Investments, PAYE) Last 3 years returns required * URGENT ACTIONS VAT VAT required? Already VAT registered? * No Yes VAT number Last VAT Return date Last return Box 5 figure Postcode (per VAT certificate) Next one due? Frequency Monthly Quarterly Annual VAT quarters Jan/Apr/Jul/Oct Feb/May/Aug/Nov Mar/Jun/Sep/Dec Are they up to date with the vat returns? Yes No Full Name and previous name if changed Expected turnover in next 12 months URGENT ACTIONS CIS CIS required? Are contractor or subcontractor or both Contractor Subcontractor Are they already registered with HMRC as a Contractor? Yes No Are they already registered with HMRC as a Subcontractor? Yes No Current CIS status Gross / 20% / 30% Unknown 20% 30% Gross How many subbies per month? * Are update with submissions * Yes No URGENT ACTIONS If you are human, leave this field blank. Next