Motion 4 Time Ltd's New Clients

What happens when we first meet?

1. New client ID verification, Anti-money-laundering compliance has to be met, along with lots of basic information which will go on your tax return.

2.  Engagement Letter compliance completed including agreed fee.

3. 64-8 can be completed online and gives the accountant permission to submit your tax returns for you and have access to all your tax information, along with permission to use your data via digital means to communicate with HMRC etc. 64-8 is no longer in use for limited authorisation.  Now you have to write to HMRC National Insurance Contributions and Employers Office, BX9 1AN, to appoint a tax agent/accountant with limited authorisation to talk to HMRC and help you complete forms only.