Stating new bookkeeping and tax return buisness

Back2BackAccountancy

I have letters of engagement and indemnity insurance anything else which I need

Gem7321

Your licence, ML supervision, agent codes from HMRC...

Lucy_M

This is a copy of a list of 'to do's' and 'done' that I saved from another post... Think this covers it all! Good luck x

Completed AAT MIP Application form
Found a local MIP to be my mentor and continuality cover
Applied for PII through Trafalgar
Informed HMRC that I will be self-employed
Informed HMRC that I will be an agent
Written to HMRC to ask for an Agent reference for Corporation Tax and Self Assessment Tax
Registered with the ICO for Data Protection
Ordered business cards, leaflets and letterhead
Set up a website and email address
Decided on software (VT Final accounts and MoneySoft) which I will purchase when I actually have a client
Emptied Spare room ready for a desk

Do you have a phone number for the business?
Have you decided on tax software?
Have you got the money laundering piece in place?
Do you have agents codes for PAYE incase you need to speak to them?
Have you got all the bits to support your MIP license ie software.
Have you thought about how to organise your clients data?