Onboarding Form - Fearless Financials

About You

Date of Birth(Required)

National Insurance Number(Required)

Individual UTR Number (for Self Assessment)

Mobile phone(Required)

About Your business

Business name(Required)

Business type(Required)

Other (Describe)(Required)

Financial Year End(Required)

What social media channels do you use? Please provide details so we can follow you and share content.(Required)

Business UTR Number (for corporation tax, partnership returns etc)(Required)

Company Number(Required)

Companies House Authentication Code(Required)

VAT Details (if registered for VAT)

VAT Certificate (this can be found in the VAT section of your gov gateway)

Max. file size: 50 MB.

If no certificate - VAT no and date of registration

Copy of last VAT return submitted

Max. file size: 50 MB.

Payroll Information (if payroll is required)

PAYE Reference Number(Required)

Accounts Office Reference Number(Required)

Payroll period e.g. calendar month, 21st to 20th etc(Required)

Usual pay date for staff (e.g. last day of month, last Friday of month)(Required)

Do you have a Pension scheme in place? If so, please provide details e.g. pension provider and scheme number(Required)

Financial Information

What bank(s) do you bank with for business(Required)

What accountancy software do you use (e.g. Xero, Freeagent, Excel, Coconut, none)(Required)

What are your current key financial priorities (e.g. improve sales / profit / cashflow , develop new services etc )(Required)

How to access your government gateway.

What taxes do you have set up in your Government Gateway?(Required)

Previous Accountant (if applicable)

Previous Accountants Name

Key contact at firm

Email

How to provide Professional Clearance

Tell us
about who
you are

Onboarding questions

Fill in the form and get things rolling!

About You

About Your business

VAT Details (if registered for VAT)

Payroll Information (if payroll is required)

Financial Information

Previous Accountant (if applicable)

Tell us about who you are

Onboarding questions

Fill in the form and get things rolling!

About You

About Your business

VAT Details (if registered for VAT)

Payroll Information (if payroll is required)

Financial Information

Previous Accountant (if applicable)

Tell us
about who
you are