LOYALS

Welcome to LOYALS

Let's get you set up

Confidential & secure~6 min
Step 1 of 12Client type

Let's get you onboarded

First, who are we looking after?

🏢Limited CompanyRegistered at Companies House
🤝Community Interest CompanyCIC - social enterprise
👤Sole TraderSelf-employed individual
📈Individual / Personal TaxSEIS / EIS investor, landlord, crypto or personal tax
🌐Overseas / non-UK businessRegistered outside the UK

Your company details

Exactly as registered at Companies House

Registered company name *
Please enter your company name
Company number *
8-digit number
Incorporated (opt)
Registered office address *
Business website (optional)

Your details

Tell us about your self-employment

Your full name *
Please enter your name
Trading name (optional)
Home / business address *
When did you start trading? (optional)
Business website (optional)

What do you do?

Pick your main trade, then add a line about the work

⚡Electrical
💧Plumbing
🪓Carpentry
🏢Building
🎨Painting
🏠Roofing
🧱Plastering
🌳Landscaping
🚚Transport
🍴Hospitality
🩸Care
💻IT & Tech
📱Digital / SaaS
📦E-commerce
🛒Retail
💼Consulting
🏘Property
🛠Other
Briefly describe your work *
Please add a line about the work

Tax & references

Fill in what you have. Leave blank if not registered yet.

Corporation Tax UTR (if you have it)
VAT number (opt)
PAYE ref (opt)
Accounts Office reference (optional)
Are you in the Construction Industry Scheme?
No
Subcontractor
Contractor
Companies House auth code (optional)
Government Gateway user ID (optional)

Tax & references

Fill in what you have

Personal UTR *
Enter your 10-digit UTR
National Insurance number *
Enter your NI number
VAT number (optional)
Are you in the Construction Industry Scheme?
No
Subcontractor
Contractor
Government Gateway user ID (optional)

Accounting setup

How your books are kept right now

Bookkeeping software
Xero
QuickBooks
Sage
FreeAgent
Spreadsheet
Paper or nothing yet
Accounting year end
31 MarchTax year
31 DecCalendar
Other
Preferred date
Business bank (optional)
Last accounts / return filed (optional)

Size, payroll & VAT

This is what we price and plan your work from

Approximate annual turnover *
Under £90kBelow VAT threshold
£90k - £250k
£250k - £1m
Over £1m
Please pick the closest band
Do you run payroll? *
No
Yes
Starting soon
Please choose one
How many people on the payroll?
VAT scheme (if registered)

Skip this if you are not VAT registered yet

Not registered
Standard
Flat rate
Cash accounting
Annual
Not sure
Your VAT quarters end (if registered)
Mar Jun Sep Dec
Jan Apr Jul Oct
Feb May Aug Nov
Not sure

Do you have an accountant now?

So we can arrange a smooth handover

Yes, currently with one
Recently left one
NoFirst accountant, or doing it myself
We request your records and clearance professionally. We never contact them without your say-so.
Their firm name *
Their email (if known)
I authorise LOYALS to contact them for professional clearance *

How many directors?

We collect AML details for each one

1
2
3
4
5

Identity check

A legal requirement before we can act for you

Date of birth *
Use DD/MM/YYYY
Photo ID (now, or WhatsApp it later)

Passport or driving licence

Tap to upload
JPG, PNG, PDF - 5MB max

Proof of address (optional)

Utility bill, council tax or bank statement from the last 3 months

Tap to upload
JPG, PNG, PDF - 5MB max

What can we help with?

Select everything you would like us to handle

✓ Select all that apply
Annual accounts
Corporation Tax / Self Assessment
Bookkeeping
VAT returns
Payroll
CIS returns
Tax planning & advice
SEIS / EIS advance assuranceRaising investment under SEIS or EIS
Company secretarial
UK VAT registration
Voluntary disclosure to HMRC
OSS / IOSS
Business growth programme
Not sure - advise me
Any deadline coming up? (optional)

If something is due soon, tell us now and we will prioritise it

Authority & consent

Required before we can act on your behalf

Authorise LOYALS as my agentTo deal with HMRC and Companies House for me
Details are accurateI consent to AML / KYC checks and secure storage of my information
I accept the privacy policyAvailable at loyals.uk/privacy-policy
Please tick all three to continue
Keep me posted (optional)Deadline reminders and practical tax guidance. No sales spam, unsubscribe any time.

Best contact details

Who should your account manager speak to?

Something went wrong - try again or WhatsApp us on 07450 258975
Contact name *
Enter your name
Mobile *
Valid UK mobile
Email *
Valid email
Preferred contact method
Email
Phone
WhatsApp
Best time to call
🌅Morning
☀Afternoon
🌙Evening
⚡Any time
How did you hear about us? (optional)
Google
Referral
Social media
Returning client
Advert
Other
Anything else? (optional)

Your business details

As registered in your home country

Legal entity name *
Please enter your entity name
Country of incorporation *
No matches
Please select a country
Business structure *
Company
Branch or subsidiary
Individual / sole proprietor
Please choose one
Company / corporate registration number (optional)
Registered address *
Please enter your registered address
Trading address if different (optional)
Business website (optional)

Tax & UK activity

Fill in what applies. Blanks are fine.

UK VAT number if already registered (optional)
Home country tax / business ID (optional)
OSS / IOSS number (optional)
What do you sell into the UK? *
Tell us briefly what you sell into the UK
Approximate date of first UK sale (optional)
Approximate UK sales to date (optional)
Has HMRC contacted you about UK VAT?
No
Yes
Not sure
Do you hold a UK business bank account?
No
Yes
Would like one
UK Government Gateway user ID (optional)

Your details

Tell us a little about you

Your full name *
Please enter your name
Home address *
Occupation (optional)
Personal UTR (if you have one)

Your 10-digit Self Assessment reference. Leave blank if you are not registered yet - we can register you.

UTR should be 10 digits
National Insurance number *
Enter your NI number

What do you need help with?

Select everything that applies to you

✓ Select all that apply
SEIS / EIS relief claimsIncome tax relief on SEIS or EIS investments
Self Assessment tax return
Capital Gains TaxShares, property or other disposals
Crypto tax
Rental / property income
Dividends & investment income
Tax planning & advice
Voluntary disclosure to HMRC
Not sure - advise me
Any deadline coming up? (optional)

If something is due soon, tell us now and we will prioritise it

Welcome aboard, !

We have what we need to start setting you up.

What happens next

1

We review your details and check everything over

2

We set up agent authorisation with HMRC and Companies House

3

We request your records and clearance from any previous accountant

4

Your account manager calls to finish your onboarding

One more thing: we still need photo ID for our AML checks. Tap the WhatsApp button below and send it over to complete your onboarding.

Questions in the meantime?

Your data is secure · Privacy policy

Companies House auth code

The 6-character code Companies House posts to your registered office. If you cannot find it, leave it blank and we will help you request a new one.