Welcome Onboard | Maverick | South Africa Accountants

1 Managing Director

2 Company Information

3 Previous Accountant

4 VAT & Payroll

5 Bank Details

Managing Director's Details
Managing Director's Name
First Last
Your Mobile Phone No.
Date of Birth
Date Format: DD slash MM slash YYYY
National Insurance No.
Current Home Address
Street Address Address Line 2 City County / State / Region ZIP / Postal Code Country
Have you lived here for MORE than 3 years?
- YES
- NO
Previous Address (if moved in last 3 years)
Street Address Address Line 2 City County / State / Region ZIP / Postal Code Country
Personal UTR - Unique Taxpayer Reference
Your 10 digit unique personal taxpayer reference from HMRC

Previous Accountant's Details
We need you previous accountant's details so we can request what's called Professional Clearance. But don't worry. We won't contact them until you've said it's ok for us to do so.
Previous Accountant's Name
First Last
Previous Accountant's Email
Previous Accountant's Phone

Are You VAT Registered?
- YES
- NO
VAT
VAT No.
VAT Registration Date
Date Format: DD slash MM slash YYYY

Effective date of registration from VAT certificate
Last Quarter End Date
Date Format: DD slash MM slash YYYY

What was the last date of your last VAT return?
Amount paid on last VAT return?
Payroll
PAYE Reference
Accounts Office Reference
Next Payroll Submission Date
Date Format: MM slash DD slash YYYY

Bank Account Details
For setting up Xero bank feeds and registering for HMRC services direct debits
Sort Code
Account Number
Login details for current accounting system
Please provide the login details for your accounting system e.g Quickbooks, Sage, Freeagent, Xero, Receipt Bank etc

Managing Director's Details