Template document asking for key info - new client

Template document asking for key info - new client

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Is there anyone willing to share a template document asking for key info when taking on a new client? I mean things like UTR number, company reg number, company auth code etc.

I would appreciate this. My email -  [email protected]

Thanks

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By Tailored_Accountancy
26th Oct 2010 22:52

Emailed....

Hi, I've emailed you mine. Hope this helps. Sarah

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FT
By FirstTab
26th Oct 2010 23:03

Thanks Sarah - you are great! This is what I was looking for.

 

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