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Getting your details from your current/previous accountant

We understand how important it is for existing businesses to hit the ground running when moving to a new accountant. However, unless we have all your company information, we won’t be able to file your returns with HMRC. We need certain information as soon as possible to make your transition to Crunch totally seamless.

If you don’t have all of your company’s details, including previous year-end accounts, the best way to obtain the information we need is to get it straight from your current/previous accountant.

We’ll ask you to provide your current/previous accountants contact details so that we can request this from them directly on your behalf, but it’s always helpful if you’re able to chase this information for us too which can really speed things up.

Copy and paste the following template into an email addressed to your current accountant*:

-----------------------------------------------------------------------------------------------------

Re: My company details

Hi [Accountant Name],

 Could I get you to fill out the following information so that I have a copy of my accountancy details for my records, please?

Company details: 

  • Company Registration Number - 

  • Company Authentication Code (CAC) - 

Corporation Tax details: 

  • Corporation Tax Number (UTR) - 

  • Corporation Tax Office Number - 

PAYE Scheme details:

  • PAYE Reference Number - 

  • PAYE Accounts Office Reference - 

VAT Scheme details:

  • VAT Registration Number - 

  • VAT Scheme (Flat or Standard) - 

  • Last VAT Return submitted to HMRC - 

  • Box. 5 figure of the last submitted VAT Return - 

If you can also provide the below, this would really help:

  • Trial balance

  • CT600/Company Tax Return

  • Full set of year-end accounts

  • Analysis of fixed assets, current assets, current liabilities

  • Analysis of dividends issued to relevant tax years (if not all in the same tax year)

  • Payroll - RTI summary - or P11 Deductions Working Sheet

I look forward to hearing from you.

Thanks,

 [Your Name]

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Note: Feel free to edit the email as you think best according to your relationship with your current accountant.

Once you’ve got all the information, pass it onto your client manager on support@crunch.co.uk and we can get your account up and running.

Remember, you should never be charged a fee for access to your company information.

 
Last Updated: 30 Sep 2019 09:53AM BST

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