Welcome to LOYALS

Let's get you set up

Confidential & secureAbout 6 minutes

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 sector, 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

Legal

Property

Other

Briefly describe your work *

Please add a line about the work

Your legal practice

Legal work has its own accounting rules. These answers let us set you up correctly from day one.

Type of practice *

Solicitors' practice

Barrister or chambers

Licensed conveyancer

Legal consultancyUnregulated advice

Notary or costs lawyer

Other legal

Please choose one

Regulator *

SRA

BSB

CLC

CILEx

Not regulated

Other

Please choose one

Regulator / SRA number (optional)

Do you hold client money? *

Money held on behalf of clients, for example completion funds or money on account

YesClient account

TPMAThird-party managed

Please choose one

Client account bank

Client accounts held

Last Accountant's Report

Do you do legal aid work?

Yes

Occasionally

Practice management software

Clio

LEAP

Proclaim

Actionstep

Other

None yet

Fee earners (optional)

Legal accounting support you need

Select all that apply

SRA Accountant's ReportAnnual AR1 where required

Client account reconciliationsFive-weekly three-way reconciliations

COFA support & breach reporting

VAT on disbursements & counsel fees

WIP & disbursement tracking

Partner / LLP profit allocation

Not sure - advise me

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?

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?

Subcontractor

Contractor

Government Gateway user ID (optional)

Accounting setup

How your books are kept right now

Bookkeeping software

Xero

QuickBooks

Sage

FreeAgent

Spreadsheet

None 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? *

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

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

Phone

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?

Yes

Not sure

Do you hold a UK business bank account?

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

We review your details and check everything over

We set up agent authorisation with HMRC and Companies House

We request your records and clearance from any previous accountant

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?

WhatsApp us

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.