Customer Engagement Form
A. CUSTOMER INFORMATION
1. Trading name of business *
2. Registered name *
3. Registration number *
4. VAT registration number *
5. Physical address (chosen domicilium) *
6. Authorised Person /Director First Name *
7. Authorised Person /Director Surname *
8. Authorised Person /Director email address *
9. Accounts (payments) Person First Name *
10. Accounts (payments) Person Surname *
11. Accounts (payments) Person email address *
12. Payroll Contact person First Name *
13. Payroll Contact person Surname *
14. Payroll Contact person email address *
15. Payroll system currently used *
16. Sage Site Code (If applicable)
17. Accounting System contact person first name *
18. Accounting System contact person surname *
19. Accounting System contact person email address *
20. Accounting / ERP System currently used *
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