Overview
Your accountant may ask you to complete a questionnaire to collect important personal and financial details. This information helps them manage your account and meet regulatory requirements. The questionnaire is a guided, step-by-step form that you can complete at your own pace.
Finding the Questionnaire
Navigate to Account → Questionnaire in the top menu. If your accountant has sent you a questionnaire, you will see the form with a step indicator at the top. A badge on the Questionnaire menu item lets you know when one is waiting for you.
Completing the Questionnaire
The form is split into five steps, followed by a review page. A progress indicator at the top shows which step you are on.
Step 1: Personal Details
Your name, email, and phone number are pre-filled from your account. You need to provide:
- Date of Birth — select from the date picker
- Marital Status — choose from the dropdown
- Nationality — choose from the dropdown
- Country of Birth — choose from the dropdown
Fields marked with an asterisk are required.
Step 2: Identity Documents
Enter your Passport Number and Driving Licence Number if you have them. These fields are optional.
Step 3: Employment & Income
Select your Employment Status from the dropdown. Depending on your selection, additional fields may appear:
- If you are employed or a director, you can enter your employer or company name and PAYE reference
- If you are self-employed, you can enter your business name, business type, and VAT registration details
Step 4: Tax & Banking
Enter your National Insurance Number (required), Unique Taxpayer Reference (UTR), Bank Sort Code, and Bank Account Number.
Step 5: Additional Information
Optionally provide the name of your Previous Accountant and any Additional Information you would like to share.
Navigating Between Steps
Use the Next button to move forward and the Previous button to go back. Each step is validated before you can proceed, so if any required fields are missing, you will see an error message.
Reviewing and Submitting
- 1Complete all five steps of the questionnaire
- 2On the final Review & Submit page, check that all your details are correct
- 3Click Submit Questionnaire
Once submitted, your accountant will review your responses. You will see a confirmation message and cannot resubmit the questionnaire.
If you spot a mistake on the review page, use the Previous button to go back and correct it before submitting.
What's Next?
- Getting Started with the Portal — learn how to navigate the portal
- Signing Documents — sign documents sent by your accountant