Company Engagement Form (Existing Company)

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Company Engagement Form (Existing Company)

Please complete the form below and provide us with the information we need about your company

By completing the below, you are authorising Fusion Business Services to act as your new accountant for your existing limited company.

If you have any questions, please call us on 0800 229 4020, or contact us here.

"*" indicates required fields

About You

Please provide us with the following information about you.

Title*

First name – exactly as it appears on your passport*

Middle name(s)

Surname – exactly as it appears on your passport*

Email address*

Mobile number*

Additional telephone number

National Insurance Number*

Date of birth*

Marital status*

Nationality*

Address line 1*

Address line 2

Address line 3

County*

Postcode*

Occupation*

Number of years’ experience in current industry sector*

Job description*

How did you hear about Fusion Business Services?*

Security Questions

For security purposes, please answer the following two questions.

Town of birth*

Mother's maiden name*

Business Bank Details

Please provide us with the following information about your business bank account. Please note that this must be an account in your name or a joint account in your name.

Business bank name*

Account number*

Sort code*

Your Contract Provider

Let us know about your upcoming provider (usually a recruitment agency or direct with the organisation you will be working for).

Name of company*

Best contact person*

Best contact phone number*

Best contact email address*

Your Contract

The following questions refer to your upcoming contract.

Contract start date

The name of the company you are working for (not the recruitment agency)

Contract length

Your Limited Company

Please provide us with the following information about your existing limited company.

Company name*

Company registration number*

Companies House authentication code*

Does your limited company have more than one shareholder?*

Yes

Please state names and % of shares given

Corporation Tax Number*

Is your company VAT registered?*

Yes

Which VAT scheme?

Standard

Flat Rate Scheme (FRS)

Company's VAT number

Please upload a copy of your VAT certificate (scanned document or photograph of original document)

Drop files here or

Max. file size: 64 MB, Max. files: 3.

Next VAT quarter end date

Accounts Office reference number*

PAYE reference number*

Personal Unique Tax Reference number (if applicable)

Previous Accountant Details

If you have used an accountant previously, please complete the following questions. If you have not used an accountant previously, please leave these blank and continue. Once Fusion Business Services has received your completed Engagement Form, a professional clearance request will be sent to your current accountant.

Previous accountant name

Previous accountant phone number

Previous accountant email address

Previous accountant address

Current method of bookkeeping (software or spreadsheets). If software, please specify the provider.

Name

This field is for validation purposes and should be left unchanged.

Please complete the form below and provide us with the information we need about your company

Please complete the form below and provide us with the information we need about your company

About You

Security Questions

Business Bank Details

Your Contract Provider

Your Contract

Your Limited Company

Previous Accountant Details

Phone:

Email:

Address: