Self assessment
Onboarding

Welcome to LilyIris Accounting!

In order for us to provide you with the accounting services we’ve agreed, we have to complete and document Anti Money Laundering checks. You will need approx 30mins to gather all the information listed below and complete the form on our online portal (link sent in client portal welcome email)

In all cases, please provide the following information.
If you had a previous bookkeeper or accountant, please provide their details and we will contact them direct for the remainder of the information we need regarding your company and trading history
If you didn’t have a previous bookkeeper or accountant please provide the following.
  • Full Name
  • Date of Birth
  • Email address
  • Mobile number
  • Home address
  • NI Number
  • Personal UTR Number
  • Photo ID (passport or driving license)
  • Address ID (bank statement or utility bill)
  • Practice name
  • Individual contact
  • Telephone number
  • Email address
  • Copy of the last submitted income tax return
    and last accounts prepared
  • Income tax computations and capital
    allowances claims
  • Breakdown of closing balances form the last
    accounts (debtors, creditor etc),
    reconciliation of the closing bank balance(s)
    and fixed asset schedule
In all cases, please provide the following information.
  • Full Name
  • Date of Birth
  • Email address
  • Mobile number
  • Home address
  • NI Number
  • Personal UTR Number
  • Photo ID (passport or driving license)
  • Address ID (bank statement or utility bill)
If you had a previous bookkeeper or accountant, please provide their details and we will contact them direct for the remainder of the information we need regarding your company and trading history
  • Practice name
  • Individual contact
  • Telephone number
  • Email address
If you didn’t have a previous bookkeeper or accountant please provide the following.
  • Copy of the last submitted income tax return
    and last accounts prepared
  • Income tax computations and capital
    allowances claims
  • Breakdown of closing balances form the last
    accounts (debtors, creditor etc),
    reconciliation of the closing bank balance(s)
    and fixed asset schedule
LilyIris Accounting logo

Working With Us

We are always excited when new clients come on board and we can make a difference to their business.

Are you:

  • An existing Limited Company
  • Searching for a bookkeeper that does more than simply reconcile your bank
  • Looking for professional support for your business journey

Talk to Us - Book a Discovery Call 

Are you a Sole Trader, Quickbooks/Sage user or looking for tax advice?
We only do Sole Trader Tax Returns for people working in the Construction Industry. We don't do any other Sole Trader Tax Returns, tax planning or use Quickbooks/Sage - but we can recommend some fabulous people that do!

Call Us

01454 329507

Email Us

Have a Question Or Need to Make An Appointment? Email Us!

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