MTD Client Registration Form

Thank you for choosing me as your accountant. I am pleased to have you as my client.

To get started, please provide the information and documents listed below.

First name

Last name

Birthday

Metai

Mėnuo

Diena

National Insurance Number (NI number)

Unique Taxpayer Reference (UTR)

Unique Taxpayer Reference (UTR) – a 10-digit number issued by HMRC. It is required for tax returns, registering as self-employed, and communicating with HMRC.

Marital Status

This information may be important when applying certain tax allowances or tax-free thresholds, for example when transferring unused personal allowance to a spouse or assessing eligibility for specific reliefs.

Phone

Address

Nature of the trade

Bank details:

Bank details – required in order to transfer any tax refund due to you (if applicable).

Please provide:

Sort Code

Account Number

Bank Name

This information will be used solely for processing your tax refund.

Copy of passport

Passport copy – required to verify your identity and client details.

Please provide a clear copy of your passport (the photo page with your personal details). The document will be used solely for identity verification purposes.

Proof of Address

Proof of Address – required to verify your residential address and client details.

Accepted documents should clearly show your full name and address, such as:

Utility bill

Bank statement

Official letter from a government authority

MTD Client Registration Form

Thank you for choosing me as your accountant. I am pleased to have you as my client. To get started, please provide the information and documents listed below.

Thank you for choosing me as your accountant. I am pleased to have you as my client.

To get started, please provide the information and documents listed below.