16.05.2019 1 Step 1 What Services Do I Need?SER1 Your Details URN Client Name Emailemail Telephone Security PIN Status Are you currently in employment?YesNo Are you already in business?YesNo Do you plan to commence business?YesNo What setup do you have or plan to have?Limited CompanyLimited Liability PartnershipPartnershipSole TraderCharityNone of the aboveNot sure General Questions What service level are you seekingBusinessPersonalConsultancy and Advice Do you already have an accountant or advisor?YesNo Are you satisfied with your existing accountant or advisor?YesNo Are you seeking a second opinion?YesNo Please state the reason for your second opinion? Self Assessment Tax Return Are you registered for Self Assessment?YesNo Do you work in the Construction Industry?YesNo Do you earn income from any of the following sources?PensionState BenefitJob Seekers AllowanceForeign IncomeDividends from Close CompanyDividends from Stocks and SharesInterestProperty Rental IncomeIncome from Rent a Room SchemeIncome from Trusts Did you make any of the following contributions?Pension ContributionsDonations to Charities Did you make any of the following Business Investments?Enterprise Investment SchemeVenture Capital TrustsSeed Enterprise Investment SchemeSocial Investment Tax Relief Submit keyboard_arrow_leftPrevious Nextkeyboard_arrow_right
