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Client Intake Form
Name
Email
Phone
Address
Your Current Location
How did you hear about Tax Lyrical?
Have you had a face-to-face/online meeting with Tax Lyrical team?
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No
Website (if available)
Company Name
Position in Company
Nature of Business
Company UTR Number (if available)
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Your Personal UTR (if available)
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PAYE reference (if available)
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VAT Number (if available)
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Name of Pension Scheme (if available)
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Please list all countries you have financial dealings with:
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Do you run a cash business?
Yes
No
N/A
Do you hold clients money
Yes
No
N/A
Are you or your business involved in any of the following?*
Cryptoassets
Letting agents
Arms
Tobacco
Protected species
Art market
Oil
Precious metals
Ivory
None of the above
Please indicate the locations and principle activities of your main customers and suppliers
Please indicate the key sources of your funds/sources of wealth
Please provide a scan of your passport
Please provide a second proof of ID
Please provide a photo of you holding a passport opened on the first page
Please provide proof of address (no older than 3 months, i.e. council tax bill/bank statement etc.)
Have you had previous accountants?
Yes
No
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Our Contacts
Feel free to write, call, and visit us. We really love to communicate with our clients.
Contacts
+44 7947 125056
info@taxlyrical.co.uk
Wimbledon Office
Wimbledon Business Centre
The Old Town Hall
4 Queens Rd
Wimbledon
SW19 8YB
Norwich Office
Office 3.4, 3
rd
Floor
St. George’s Works
47-49 Colegate
Norfolk
NR3 1DD