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Planet Accounting

AboutWho you'll be working with Contact07903 793886 · vincent@tpacc.uk

Home / Client forms / Limited company

Limited company information form

Everything I need to take on your company's accounts, tax and filings. Fill in what you can and I'll go through the rest with you.

Your answers are saved on this device as you go, so you can come back later. Personal ID and bank details are never saved.

Prefer paper? Download the PDF
00

Have these to hand

You don't need everything now. Send documents by email or WhatsApp after you've sent the form.

  • Last year's accounts and corporation tax return
  • Bank statements for the year
  • Sales and purchase invoices
  • Payroll records and P60s
  • VAT returns, if registered
  • Loan and finance agreements
  • Any letters from HMRC or Companies House
01

Company details

8 characters, from Companies House
For example 31 March
10 digits
6 characters. Lets me file accounts for you.
02

Main contact

For example director
03

Directors and shareholders

Everyone who is a director or owns shares.

04

Tax registrations

Is the company VAT registered?
For example 123/AB45678
13 characters
Is the company in the Construction Industry Scheme?
05

Records and previous accountant

I will contact them for a handover. You do not need to.
06

This year's numbers

Rough figures are fine.

How are directors paid?
Director's loan account
07

What you need from me

Services
08

Bank details for any refund

Only used so HMRC can pay any refund straight to the company. The account must be in the company name.

6 digits
8 digits
09

Anything else I should know?

Letters from HMRC, changes this year, questions you want to ask me.
10

Declaration

As an accountant supervised by HMRC for anti-money laundering, I'll also need to see photo ID and a recent proof of address before I start. I'll ask for these separately.

Your details are used only to prepare your accounts and tax returns and to deal with HMRC for you. They are kept securely and never shared or sold. Planet Accounting is registered with the ICO (ZC223124).