Engagement LetterStage 1

Document CollectionStage 2

CompleteAll Done

Sign Your Engagement Letter

Fill in your details — your letter updates live as you type. Read, agree, and sign at the bottom.

👤 Personal Details Required

As they appear on your Driving Licence

First Name *

Last Name *

Email Address *

Phone Number *

Annual Earnings (£) *

Have you changed your name?

Yes No

📊 Earnings Calculator

Enter your annual earnings above to see your VAT benefit breakdown.

BreakdownAmount

Uber VAT Payment to You (20%)£0.00

VAT You Pay to HMRC (Flat Rate 10%)£0.00

Your Additional Income£0.00

Total Annual Earnings£0.00

Annual Service Fee

£0.00

12-month contract

Monthly Direct Debit

£0.00

From month 2 after Uber payment

💡 No payment in your first month. Direct Debit begins from the second month after you receive your Uber payment. No Uber payment, no fee.

📄 Engagement Letter Live Preview

Updates in real time. Read carefully before signing.

TLB CONSULTANTS LTD × STERLING LEDGER ADVISORY LTD

Live

ENGAGEMENT LETTER

Effective Date: —

Parties

Client Name: [Your Name]

Accountants: TLB CONSULTANTS LTD · Trading as TLB Accountants

Platform: STERLING LEDGER ADVISORY LTD · Trading as Sterling Ledger

Thank you for choosing the Platform and engaging the accountants. This Engagement Letter, together with our Terms and Conditions, Refund Policy, and Privacy Policy, forms a legally binding agreement between you and the accountant.

Scope of Services

VAT registration, VAT return filing (Flat Rate Scheme at 10%), Self Assessment filing, statutory accounts, and business advisory support.

Fees & Payment Terms

Service: VAT Registration & VAT Return Filing (Quarterly)

Total Annual Commitment: [To be calculated]

Monthly Direct Debit: [To be calculated]

Credit Term: 12 Months

Responsibilities

The accountant will perform services with reasonable skill and care in accordance with UK law and HMRC regulations. The Client is responsible for maintaining accurate records and providing complete, timely information.

Confidentiality & Data Protection

All information will be treated as confidential and processed in accordance with UK GDPR and the Data Protection Act 2018.

Termination

Either party may terminate this engagement with reasonable written notice. Governed by the laws of England and Wales.

Provisional Opt-Out Period

No charge during the initial provisional period. Charges begin from the second billing month unless you cancel within your 14-day statutory cooling off period.

Authority to Act

You authorise the Accounting Firms to act on your behalf, including acting as your HMRC agent for VAT registration purposes.

I confirm the information provided is accurate and I authorise this firm to act as my HMRC agent for VAT registration purposes.

I understand and consent to my data being processed in accordance with UK GDPR and the Data Protection Act 2018 for the purpose of this service.

Your Signature *

✍️ Sign here with your mouse or finger

By signing you confirm you have read and agreed to the Engagement Letter

Stage 1 of 2 · Fields marked * are required

Document Collection

Engagement letter signed ✅ Now we need a few more details to complete your VAT registration.

🏛️ HMRC Details Required

Your unique tax reference numbers

UTR Number *

National Insurance Number *

🏠 Residential Address History

HMRC requires all addresses you have lived at in the last 3 years.

📍 Current Address

Address Line 1 *

Address Line 2

City

Postcode

Country

Date Moved In *

Date Moved Out (blank if current)

🏢 Business Details

Is your primary business address the same as your residential address?

Yes, same address No, different

Does the business have a website?

Yes No

Do you already have a trading name?

Yes No — use default

If no trading name: we'll use [First Name] PCO Service

📋 Previous Business Involvement

Have you or any partner/director been involved in another UK business in the last 2 years?

Yes No

🏦 Bank Details for HMRC Refunds

HMRC may issue VAT refunds directly to your bank account.

Account Holder Name *

Sort Code *

Account Number *

📅 Most Recent Self Assessment Payment

📋 Why do we need this? HMRC uses your last SA payment to verify your identity on their systems.

Date of Payment *

Amount Paid (£) *

🔒 Identity & Address Verification

Documents are encrypted and saved to your dedicated Google Drive folder.

Passport or Driving Licence (both sides) *

🪪

Drop here or click to upload
JPG, PNG or PDF · Max 10MB · Up to 2 files

Proof of Address *

📄

Drop here or click to upload
Bank statement or utility bill · WiFi bills not accepted

📌 How Your Accountant Acts as Your HMRC Agent

As a registered HMRC agent, your Accountant will represent you throughout the VAT registration process. Once registration is complete, login credentials will be provided to you.

Registered under the Flat Rate Scheme (FRS) at 10% with a 1% first-year discount. Eligibility assessed against the £90,000 threshold.

Sign Your Engagement Letter

ENGAGEMENT LETTER

Parties

Scope of Services

Fees & Payment Terms

Responsibilities

Confidentiality & Data Protection

Termination

Provisional Opt-Out Period

Authority to Act

Document Collection

You're All Set!

✅ What Happens Next

Sign Your Engagement Letter

ENGAGEMENT LETTER

Parties

Scope of Services

Fees & Payment Terms

Responsibilities

Confidentiality & Data Protection

Termination

Provisional Opt-Out Period

Authority to Act

Document Collection

You're All Set!

✅ What Happens Next

Processing…