Information Request

Introduction

• The Approach to this and all Articles is consistent with our Standard System and Procedure.
• There are two types of requests (above) that are typically required, in the main.
• There are many other types of work such as Trusts, Charities and special situations which will be dealt with on a case by case basis.
• Only complete both forms if the Change of Agents is for both the orgaisation and individual.
• Organisations Information Request
• Individuals Information Request

Organisations

• These are primarily seperate legal entities are include the following:
  • Limited Companies
  • LLP’s
• Does not include PLC’s.

Individuals

• This relates to UK Taxpayers who file a Self-Assessment Tax Return.
• This includes partnerships, as they are merely groups of individuals.
• Also includes Sole Traders.