INDIVIDUAL TAX RETURN FORM
         
 SERVICE LEVEL   ADDRESS LINE 1
      ADDRESS LINE 2
 TITLE   ADDRESS LINE 3
 FORENAME   TOWN
 SURNAME   POSTCODE
 DATE OF BIRTH  
      TELEPHONE
 MARITAL STATUS   MOBILE PHONE
 NATIONAL INSURANCE NUMBER   FAX
 EXISTING ACCOUNTANT?   EMAIL ADDRESS
         
Summarise all your sources of income and available allowances, amounts are not important at this stage – we  will send a more detailed questionnaire:

Money laundering regulations

It is a statutory requirement that we establish your identity is bona fide. We can be subject to criminal proceedings if we do not satisfy ourselves on this point.

Before commencing to act for you we will require proof of your identity. We will ask you for what we require with the letter of engagement .
 
I would request you to consider accepting my instructions in accordance with your standard Letter of Engagement subject to appropriate modification. I confirm that no contract shall exist between us until you haveaccepted instructions and issued a letter of engagement to me.