Forms you may be asked to complete
When you become a client we use a small set of standard forms. These help us set up your records correctly, speak to HMRC on your behalf and make sure we have all the information needed to advise you properly.
Terms of Business
What this document is
Our Terms of Business set out how we work with you as your tax agent. They explain what you can expect from us, what we need from you, how our fees work and how your information is handled.
What you need to do
Read the document carefully and sign page 5 to confirm that you agree to these terms.
Confidential Fact Find
What this form is
The Confidential Fact Find is a one page questionnaire we use to gather key personal and financial details before we start work on your tax position. It gives us a complete picture of your circumstances in one place.
Why it matters
This form allows us to check your overall position and ensures nothing important is missed when we prepare your returns or advise on residence and overseas work.
Form 64-8 – Authorising your agent
What this form is
Form 64-8 tells HMRC that you authorise us to act as your tax agent. It allows HMRC to discuss your affairs with us and to send us information about your tax records.
Why it matters
Without this form HMRC will only deal with you directly. Once it is processed, we can speak to HMRC on your behalf, view your records and resolve most issues more quickly.
SA1 – Registering for Self Assessment
What this form is
Form SA1 is used to register you for Self Assessment if you are not already in the system. HMRC uses it to create your record and issue your Unique Taxpayer Reference (UTR).
Why it matters
If you need a tax return but are not yet registered, HMRC cannot issue one or accept online returns until they have this form.
P85 – Leaving the UK – getting your tax right
What this form is
Form P85 is used when you leave the UK and either may not be coming back or are going to work abroad full time for at least one complete tax year. It helps HMRC decide if you are due a tax refund and how your future income should be taxed.
Why it matters
Completed correctly, P85 helps HMRC treat your departure correctly under the Statutory Residence Test and ensures any overpaid UK tax is repaid.
Need Help Completing These Forms
If you are unsure which forms you need or what information to include, our team can guide you through the process and make sure everything is completed correctly.