Client Onboarding Questionnaire — Blue Marble Business Services

1 About your business

This tells us which questions to ask you next.

What type of business are you?*

Sole TraderSelf-employed, trading in your own name PartnershipTwo or more self-employed partners Limited CompanyRegistered at Companies House Landlord or individualProperty, pension, savings or investment income — personal tax only Other or not sureWe'll help you work it out

Please choose one option.

2 Business details

Leave anything blank if it doesn't apply or you don't have it to hand.

Business / trading name*

Please tell us your business or trading name.

Registered company name

Business address*

Please enter your business address.

Company number* The 8-character number on your Companies House record, e.g. 12345678 or SC123456

Please enter your company number — we need this to act for you.

Have the directors verified their identity with Companies House?* Identity verification became a legal requirement for all directors under the Economic Crime and Corporate Transparency Act.

Yes Not yet Not sure

Please choose one option.

Director verification code* Also called your Companies House personal code — the 11-character code you were given once your identity was verified. If there is more than one director, please list each name and code.

Please enter the director verification code.

Not verified yet? Every director and person with significant control must verify their identity with Companies House. Tell us and we will talk you through it — we cannot file for you until it is done.

UTR (Unique Taxpayer Reference)* 10 digits, shown on HMRC letters and in your personal tax account

Please enter your UTR. If you have not been issued one yet, type "not yet registered".

National Insurance number* e.g. QQ 12 34 56 C

Please enter your National Insurance number.

UTR (Unique Taxpayer Reference) If you have one — 10 digits, shown on HMRC letters

National Insurance number

Are you VAT registered?

Yes No Not sure

VAT registration number

Do you employ anyone through PAYE?

Yes No Not sure

PAYE reference

Number of employees

Nature of business* e.g. plumbing, retail, consultancy

Please describe what your business does.

Financial year-end date

Total turnover on your last set of accounts An approximate figure is fine. If you're newly trading, tell us your expected turnover.

3 Main contact

Who should we speak to about this quote?

Full name*

Please enter a contact name.

Role in the business

Email address*

Please enter a valid email address.

Phone number*

Please enter a phone number.

Preferred way to be contacted

Email Phone Either

4 Services you need

Tick everything you're interested in — we'll quote for each. Not sure? Tick it anyway and we'll advise.

BookkeepingDay-to-day recording of sales, purchases and bank transactions Accountancy and Corporation TaxYear-end accounts and CT600 for limited companies VATVAT return preparation and filing PayrollNot available as a standalone service — offered alongside bookkeeping or accountancy CISNot available as a standalone service — offered alongside bookkeeping or accountancy Director tax returnPersonal Self Assessment for company directors Sole trade accounts and tax return Personal tax returnLandlords, pension income, savings, investments and similar I'm not sure — please advise me

5 Software and systems

This helps us understand how much work is involved and quote accurately.

Do you already use bookkeeping software?

Yes No

Which software?

Do you use Dext, Hubdoc or any similar tools?

Yes No

Which tools?

Are you happy for us to contact your previous accountant? This is standard practice and helps us take over smoothly.

Yes No I don't have one

Previous accountant's name and contact details

Frequency and volume of transactions Roughly how many sales invoices, purchase invoices and bank transactions per month? And how often would you like the work done?

7 Anything else

Optional — but useful.

Is there anything else we should know? Deadlines coming up, HMRC issues, backlogs, or particular concerns.

How did you hear about us?

1 About your business

2 Business details

3 Main contact

4 Services you need

5 Software and systems

6 Making Tax Digital for Income Tax

7 Anything else