Client onboarding | JHM Accounting

Step 1 of 3

First, tell us who we’re helping

Choose the option that best describes the client we’ll be acting for.

Client type

Sole trader Existing limited company I want to set up a Ltd company

Contact full name

Email address

Telephone number

Correspondence address

Postcode

Step 2 of 3

Your company and tax details

Complete what you can. If you do not know a reference or date, you can leave it blank and continue.

Personal tax references

Date of birth

National Insurance number

Self Assessment UTR (10 digits)

Trading name (if different)

Company details

Registered company name

Corporation Tax UTR (10 digits)

Companies House authentication code

Date of birth

National Insurance number

Personal UTR (10 digits)

1. Verify your identity with Companies House

Each proposed director should complete the official Companies House identity-verification process before the company is formed.

Allow around 5–10 minutes.
Have your passport ready.
When finished, make a note of your Companies House personal code—you’ll be asked for it later in this form.

Verify identity on GOV.UK

2. Proposed company details

Company name you would like

Registered office address

Registered office postcode

What will the business be doing?

3. Directors and shareholders

Add each person who will be a director, shareholder or both. Complete only the information you currently know. Unless agreed otherwise, ordinary shares will be split equally between the shareholders.

Director / shareholder 1

Role

Full legal name

Date of birth

Nationality

Email address

Residential address

Companies House personal code

Other tax registrations (complete any that apply)

VAT registration number

Employer PAYE reference

Accounts Office reference

Current CIS status

Short handover

Business activity or main income sources (optional)

Do you currently have an accountant?

Anything else we should know? (optional)

Please don’t send passwords.Only provide the Companies House authentication code in the field above. Never enter a Government Gateway or banking password.

Step 3 of 3

Confirm and send

Please confirm the details are accurate. We’ll review your answers and contact you with the next steps for HMRC authorisation and identity checks.

Type your full name

Date

What happens next?This form does not itself appoint JHM Accounting as your tax agent. We’ll review it and send the appropriate HMRC authorisation request or form for you to approve.

First, tell us who we’re helping

Your company and tax details

Personal tax references

Company details

1. Verify your identity with Companies House

2. Proposed company details

3. Directors and shareholders

Director / shareholder 1

Other tax registrations (complete any that apply)

Short handover

Confirm and send

Thank you — we’ve received your details.