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Home ~ Bespoke Quote Builder ~ 4. Bespoke Quote Builder: Self Assessment

4. Bespoke Quote Builder: Self Assessment

Do you require service: Self Assessment?*
Please click no if you are a director or partner in a partnership – the director/partner questions will follow at the end of the form.
- Yes
- No
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SERVICE TOTAL: Self Assessment fixed fee (Hide)
Do we need to register with HMRC for SA?*
- Yes
- No
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SERVICE TOTAL: Do we need to register with HMRC for SA? (Hide)
Previous Accountant
You have said that you are changing accountants. Please provide your previous accountant’s contact information. Note: We will only contact them with a professional clearance letter after given permission.
Previous Accountant: Company name*
Previous Accountant: Email*
Previous Accountant: Phone*
Previous Accountant: Address*
Street Address Address Line 2 City County / State / Region ZIP / Postal Code Country
Do you have any P60s or P45s from PAYE Employment for the current year?*
- Yes
- No
How many P60s or P45s from PAYE Employment?*
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SERVICE TOTAL: P45s and P60s Charge (Hide)
Number of P60s or P45s given *20
Do you have a property rental?*
Please note for the purpose of this quote system 1 property split into more than 1 rental room/flat/apartment would need to be counted as a property i.e. 1 property split into 5 flats = 5 for the purpose of this quote.
- Yes
- No
How many property rentals in total?*
Note: each room HMO, flat, apartment to count as one property. For example, 1 property split into 5 flats = 5 for the purpose of this quote.
Please enter a number greater than or equal to 1.
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SERVICE TOTAL: Property Rentals (Hide)
Do you have any Dividends?*
- Yes
- No
How many sources of the combined dividends are there?*
This is per dividend source i.e. 12 dividends from 1 source would count as 1
Please enter a number greater than or equal to 1.
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SERVICE TOTAL: Dividends (Hide)
(Do you have any dividends yes £40) + (Number of dividend sources x £60) Client Cal: Number x £100 for the first (all others £60)
Do you have any self employment income? (excluding property rental income)*
- Yes
- No
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Self Employeed Income Fee Calculation (Hide)
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SERVICE TOTAL: MINIMUM Do you have any self employment income? (excluding property rental income) (Hide)
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SERVICE TOTAL: ABOVE MINIMUM Do you have any self employment income? (excluding property rental income) (Hide)
Does CIS apply to you?*
- Yes
- No
Do You Require Monthly CIS Returns?*
- Yes
- No
The prices quoted here are assuming either information is being provided in a clear/neat/tidy way and/or we are providing bookkeeping and/or payroll to your company presently.
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SERVICE TOTAL: CIS Fee IS Sole Trader, Partnership or Limited Company (Hide)
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SERVICE TOTAL: CIS Fee NOT Sole Trader, Partnership or Limited Company (Hide)
Self Assessment Section Total (Excluding VAT)
Quote Total So Far (Excluding VAT)
Before you proceed with your bespoke quote, please check the information you have provided fully as you won’t be able to change this information again later.
Confirm you're happy to lock in this section and move on with the bespoke quote builder*
- I understand!
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Carried Over (Hide)
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QST1 (Hide)
Hidden
QST2 (Hide)
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QST3 (Hide)
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Are you changing accountants? (Hide)
- Yes
- No
Hidden
Turnover
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Do you use a cloud based software with automatic bank feeds, receipt bank and reconciled?
- Yes
- No
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What is Your Average Number of Transactions Per Year
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Name
First Last
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Email
Hidden
Phone
Hidden
Address
Street Address Address Line 2 City County / State / Region ZIP / Postal Code Country
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Are you a new customer or an existing customer with Accounted For Ltd wanting a new product?
- New
- Existing
Phone
This field is for validation purposes and should be left unchanged.

Registered in England & Wales
Company Number: 5852513
Registered Office: Accounted For, Unit 2, Riverbridge Business Centre, Rhymney River Bridge Road, Cardiff, CF23 9FP

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Website by Cre8ion

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Registered in England & Wales
Company Number: 5852513
Registered Office: Accounted For, Unit 2, Riverbridge Business Centre, Rhymney River Bridge Road, Cardiff, CF23 9FP

Clients Portal

Payroll Portal

Website by Cre8ion

4. Bespoke Quote Builder: Self Assessment

Carried Over (Hide)