New Client Form For new bookkeeping clients, please complete this form to ensure AccountsPal has all the data we need to be able to set your account live.
Terms & Conditions Please click this link for a copy of our standard terms & conditions.
Set Up A DD Mandate Click here to set up a DD with AccountsPal via GoCardless.
Client Registration For new auto enrolment clients. Please complete this form to ensure AccountsPal has all the data we need to be able to set your account live on our systems.
Worker Notification Please complete this form to inform us of all current employees at sign up and also to notify us of any new starters as they join.
Contractor Checklist Please complete this checklist to do a quick test to determine whether a non-employed worker is assessable for Auto Enrolment
Agency New Client Form
For use by recruitment agencies only.
Please complete this form to inform AccountsPal of any new clients so we can set up the billing processes & invoicing your clients correctly.
Agent Form 64-8 For use by all clients who wish AccountsPal to liaise with HMRC on their behalf in relation to tax matters.
Sage One AccountsPal uses Sage One for all bookkeeping clients. Please use this link to log in to your account and view your data.
Companies House Companies House incorporates and dissolves limited companies, registers the information companies are legally required to supply, and makes that information available to the public.
HMRC HMRC are the UK’s tax, payments and customs authority, and have a vital purpose: collecting the money that pays for the UK’s public services and help families and individuals with targeted financial support.
The Pension Regulator The Pensions Regulator is the UK regulator of work-based pension schemes. They work with trustees, employers, pension specialists and business advisers, giving guidance on what is expected of them.
Pensions Advisory Service The Pensions Advisory Service (TPAS) is here to give people professional, independent and impartial help with their pensions.