PARTNERSHIP TAX RETURN FORM

PARTNERSHIP TAX RETURN FORM

Please give your individual details not the partnership details where appropriate.

SERVICE LEVEL

ADDRESS LINE 1

PARTNERSHIP NAME

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 partnership 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 .

Before commencing to act we will need similar details about your partners.

On behalf of myself and my partners, 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 have accepted instructions and issued a letter of engagement to me.