13.10.2020 1 Step 1 Quotation - AccountancyQUO01 Tailor Your Form Are youSelect An OptionProspective ClientExisting Client How do you want to complete this formSelect An OptionTelephoneOnlineVoice Recording Would you like us to telephone you or prefer to telephone Avar?Select An OptionI will callAvar should telephone me Please indicate a time for an agent to telephone you TimeAnytimeCall me ASAPBefore: 12:00After: 12:00Before: 07:0007:00 - 08:0009:00 - 10:0010:00 - 11:0012:00 - 13:0014:00 - 15:0016:00 - 17:0017:00 - 18:0018:00 - 19:0019:00 - 20:00After: 20:00 Datedate_range Phone Number Personal Details Please dial 02070990606 and record your answers First Name Middle Name Last Name Mobile Emailemail Business Details Organisation Name Company Number Phone - DDI Emailemail Website Status Are you currently in employment?Select An OptionYESNO Are you already in business?Select An OptionYESNO Do you plan to commence business?Select An OptionYESNO What setup do you currently have or plan to have?Limited CompanyLimited Liability PartnershipPartnershipSole TraderCharityNone of the AboveNot Sure General Questions Do you already have an accountant or advisor?Select An OptionYESNO Are you satisfied with your existing accountant or advisor?Select An OptionYESNO Are you seeking a second opinion?Select An OptionYESNO Please state the reason for the second opinion Self Assessment Tax Return Are you registered for Self Assessment?Select An OptionYESNO Do you work in the Construction Industry?Select An OptionYESNO Did you earn income from any of the following sources:Select all that applyPensionState BenefitJob Seekers AllowanceForeign IncomeDividends from Close CompanyDividends from Stocks and SharesInterestProperty Rental IncomeIncome from Rent a Room SchemePensionIncome from Trusts Did you make any of the following contributions:Select all that applyPension ContributionsDonations to Charities Did you make any of the following Business Investments:Select all that applyEnterprise Investment SchemeVenture Capital TrustsSeed Enterprise Investment SchemeSocial Investment Tax Relief Business What is your estimated average annual turnover? How many staff do you employ? How many directors/partners are in the business? Are you or the business VAT registered?Select An OptionYESNO Is the business registered for PAYE?Select An OptionYESNO Transactions and Records How many transactions on average per month? Do you have access to internet banking?Select An OptionYESNO How do you keep your accounting records?Accounting SoftwareExcelHardcopy FilesSoftcopy FilesOther If Other is Selected please give more details.0 / Service Level Requirement What Service Level are you seeking ?PersonalBusinessConsultancy and AdviceNot Sure Do you want to select the services you think you are likely to need?YesNo "We can discuss this with you over the phone after assessing your initial needs." ConsultancyComplete Finacial Health CheckBusiness Consultancy adviceBusiness systems set up Special AssignmentsPeriodic meetingsAnnual review meetingInheritance tax adviceTrustsWillsPension adviceResidency Issues Business Tax ServicesBusiness Tax AuditBusiness Tax AdviceCorporation Tax AdviceCorporation Tax Return (CT600)Business Tax ComputationCapital Allowances ComputationLLP Partnership Self Assessment Tax Return (LSATR)Partnership Self Assessment Tax Return (PSATR)Correspondence with HM Revenue & Customs Business Tax Investigation (cost) Protection Service (TIPS) Primary Accounting Record Keeping (PARK)Review of Client's postingsCompleting PARK as required for VAT & accounts preperationCompleting PARK in line with Companies Act to enable accounts to be prepared in accordance with CA + IFRS + FRSVAT ReturnEC Sales ListIntrastat Return Accounts PreperationAccounts preperation & dealing with queriesFinal accounts in accordance with CA for Companies HouseFinal accounts in accordance with CA for HMRCFinal accounts for sole traders & partnerships for HMRCManagement Accounts Preperation Payroll ServicesPayroll compliance - Standard PackageForms P11D'sForms P11D (b)Any unspecified PAYE form not already coveredCompletion and filing of the Construction Industry SchemeDealing with tax code issuesDealing with Student Loan issues Company Law - StatutoryProvision for Registered Office (For All Matters)Nominee company secretarial servicesConfirmation Statement and PSC RegisterConfirmation Statement (Filing Fee)Filing of annual accountsAny unspecified statutory form not already coveredDividend Vouchers & Minutes and other related issuesNecessary board Meetings Personal TaxPersonal Tax Planning and AdviceSelf-Assessment Tax Return Preperation & Online Filing (Execution ONLY)Property AccountsSole Trader AccountsPersonal Tax Investigation (cost) Protection Service (TIPS) SpecialHMRC debt management negotiationsLetter or e-mail to mortgage lendersLetter or e-mail to banksLetter or e-mail to solicitorsVerify photographsCharacter referenceBank audit request letter Submit keyboard_arrow_leftPrevious Nextkeyboard_arrow_right
