Section 1 of 10
Welcome to Venoma Financial Accounting Services
Please take a few minutes to complete this on-boarding form.
The information you provide will help us:
- Communicate with you
- Give you the right advice
- Deal with HMRC on your behalf
- Ensure you don't miss any filing deadlines
Please complete it in full even if you think your previous accountant (if you have one) will provide some of the information - its really useful for us to have it all in one place.
Please complete the form as soon as possible after you receive it as the information within it is key to us being able to service you properly as a client.
Thanks in advance
Back 2 Books Financial Services
Section 2 of 10
On-boarding Form
Please complete all sections fully. If you have any questions please call or email a member of our team.
This form consists of three sections:
This form consists of three sections:
- About you
- About your previous accountant (if you had one)
- Working with us
- About your previous accountant (if you had one)
- Working with us
Loading...
To complete this form you will need the following to hand:
To complete this form you will need the following to hand:
- Your details (including your NI number and UTR if you have previously filed a personal tax return)
- Your VAT Registration details (if applicable)
- Your previous accountant's contact details
- Your VAT Registration details (if applicable)
- Your previous accountant's contact details
Loading...
Saving your progress
Saving your progress
If you have a Gmail account make sure you are logged-in so you are able to save your progress. You can then come back to make changes until you are happy to submit the completed form.
Loading...
Section 3 of 10
About you
First Name
First Name
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Middle Name(s)
Middle Name(s)
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Last Name
Last Name
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Home Address
Home Address
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Mobile Number
Mobile Number
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Number
Text
Length
Regular expression
Maximum character count
Minimum character count
Answer key
(0 points)
Loading...
Email
Email
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Number
Text
Length
Regular expression
Contains
Doesn't contain
Email
URL
Answer key
(0 points)
Loading...
Work/business email
Work/business email
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
If different from the above.
Number
Text
Length
Regular expression
Contains
Doesn't contain
Email
URL
Answer key
(0 points)
Loading...
National Insurance Number
National Insurance Number
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Number
Text
Length
Regular expression
Maximum character count
Minimum character count
Answer key
(0 points)
Loading...
Unique Taxpayer Reference (UTR):
Unique Taxpayer Reference (UTR):
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
You can find this on any Self-Assessment correspondence from HMRC or on your Tax return. If you haven't previously filed a Self-Assessment Tax return, you won't have a UTR. If you have only recently registered for Self Assessment and are yet to receive a UTR - just write "Awaited".
Answer key
(0 points)
Loading...
Gender
Gender
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
1.
Male
2.
Female
3.
Add option
…
Answer key
(0 points)
Loading...
Date of Birth
Date of Birth
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Which of the following sources of income do you have:
Which of the following sources of income do you have:
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Check all that apply
Income from Employment
Self Employed Income
Interest Income (Do not include if this is less than £50 p.a)
Income from Rental Properties
State Pension
Private Pension
State Benefits (Not Child Benefit)
Foster Caring
Other:
Add option
…
Answer key
(0 points)
Loading...
Nationality
Nationality
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Section 4 of 10
Are you VAT registered
Please fill in your company details below.
Is your company VAT Registered?
Is your company VAT Registered?
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Yes - I've submitted my application
Continue to next section
Yes - I already have my VAT Certificate
Continue to next section
Yes - My accountant has this information
Continue to next section
No
Continue to next section
Add option
or
add "Other"
…
Answer key
(0 points)
Loading...
Section 5 of 10
Your VAT Registration Application
You can find all of the information below on your VAT Registration Application confirmation.
VAT Registration application submission date
VAT Registration application submission date
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
VAT Registration Effective Date
VAT Registration Effective Date
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
VAT Frequency
VAT Frequency
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Quarterly (Jan, Apr, Jul, Oct)
Quarterly (Feb, May, Aug, Nov)
Quarterly (Mar, Jun, Sep, Dec)
Annual
Monthly
Add option
or
add "Other"
…
Answer key
(0 points)
Loading...
Section 6 of 10
Your VAT Registration
You can find all of the information below on your VAT Registration Certificate.
VAT Registration Number
VAT Registration Number
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Number
Text
Length
Regular expression
Maximum character count
Minimum character count
Answer key
(0 points)
Loading...
VAT Registration Effective Date
VAT Registration Effective Date
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
VAT Frequency
VAT Frequency
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Quarterly (Jan, Apr, Jul, Oct)
Quarterly (Feb, May, Aug, Nov)
Quarterly (Mar, Jun, Sep, Dec)
Annual
Monthly
Add option
or
add "Other"
…
Answer key
(0 points)
Loading...
Final month of last VAT return submitted:
Final month of last VAT return submitted:
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
1.
January
2.
February
3.
March
4.
April
5.
May
6.
June
7.
July
8.
August
9.
September
10.
October
11.
November
12.
December
13.
Add option
…
Answer key
(0 points)
Loading...
Box 5 figure on last VAT return submitted:
Box 5 figure on last VAT return submitted:
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Number
Text
Length
Regular expression
Greater than
Greater than or equal to
Less than
Less than or equal to
Equal to
Not equal to
Between
Not between
Is number
Whole number
Answer key
(0 points)
Loading...
Section 7 of 10
About your previous accountant
Did you switch to us from a previous accountant?
Did you switch to us from a previous accountant?
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Yes
Continue to next section
No
Continue to next section
Add option
or
add "Other"
…
Answer key
(0 points)
Loading...
Section 8 of 10
About your previous accountant
Firm name
Firm name
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Address
Address
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Please enter the city / town your previous accountants are based in if you don't have their full address to hand.
Answer key
(0 points)
Loading...
Name of your primary contact
Name of your primary contact
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Their email address
Their email address
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
How long were you with this accountant?
How long were you with this accountant?
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Do you have any outstanding bills with them?
Do you have any outstanding bills with them?
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Yes
No
Add option
or
add "Other"
…
Answer key
(0 points)
Loading...
In 12 months’, time, what would make you say that changing accountants was the best thing you ever did?
In 12 months’, time, what would make you say that changing accountants was the best thing you ever did?
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
Section 9 of 10
Working with us
We’re not your typical stuffy accountants. We’re someone you can feel comfortable with and asking anything you like in a relaxed manner. We’re also keen in making sure we communicate and give you information in a way that you receive it best.
We want to work with you not just to look after your accounting and tax affairs but to help you achieve your personal goals. It would help us to do so if you have any particular goals that you'd like to share with us:
We want to work with you not just to look after your accounting and tax affairs but to help you achieve your personal goals. It would help us to do so if you have any particular goals that you'd like to share with us:
Please share your goals with us below:
Please share your goals with us below:
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Answer key
(0 points)
Loading...
How would you rate your financial organisation?
How would you rate your financial organisation?
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Extremely organised, I have folders for everything
Quite organised, could find you whatever you needed
Chaotic, but organised, could eventually find it
Not organised, it’s all a mess and I hate dealing with it!
Add option
or
add "Other"
…
Answer key
(0 points)
Loading...
How do you prefer we communicate with you?
How do you prefer we communicate with you?
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Check all that apply
Phone (try me whenever)
Phone (email me first)
Email
Video call
Add option
or
add "Other"
…
Answer key
(0 points)
Loading...
Are there any particular hours in the day that are best?
Are there any particular hours in the day that are best?
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Check all that apply
Before 9am
Morning
Lunchtime
Afternoon
Between 5pm and 6pm
Add option
or
add "Other"
…
Answer key
(0 points)
Loading...
Section 10 of 10
Anti-Money Laundering Regulations
It is necessary for us to check your identity and address for which we use a web based service. Please confirm you are happy for us to undertake the necessary checks.
(Please note this does not affect your credit rating)
(Please note this does not affect your credit rating)
Are you happy for us to proceed?
Are you happy for us to proceed?
Question Type
Short answer
Paragraph
Multiple choice
Checkboxes
Dropdown
File upload
Linear scale
Rating
Multiple choice grid
Checkbox grid
Date
Time
Yes
No
This has already been completed with you
Add option
or
add "Other"
…
Answer key
(0 points)
Loading...
Link to Sheets
Summary
Question
Individual
Insights
Total points distribution
Loading...
Settings
Responses
Manage how responses are collected and protected
Presentation
Manage how the form and responses are presented
Defaults
Form defaults
Settings applied to this form and new forms
Question defaults
Settings applied to all new questions