Complete Onboarding – Tax Residency Questionnaire

1. Are you an existing client?(Required)

Yes

2. Please complete the Tax Residency Questionnaire(Required)

You can download the Tax Residency Questionnaire from IRD by clicking this link. Complete the form and upload the pdf editable version.

Max. file size: 100 MB.

3. Before we can provide our service to you, please review and sign the Engagement Letter and tick one of the checkbox below(Required)

You can review, sign and submit the Engagement Letter by clicking this link. We will add the matter to our workflow when we receive the signed engagement letter.

Engagement Letter submitted

I have queries regarding the engagement letter, please contact me

4. For invoicing, please provide your physical residential address below.(Required)

This field is hidden when viewing the form

Please select your preferred payment option

I'll make payment later by direct debit - Please send me invoice

I've made payment using the Payments page. Note there is a Stripe charge.

Instructions for the payments page - For the Invoice Amount, enter the fees displayed on the "book a consultation" page. Leave Invoice and Job numbers blank. Please use the same email address as the one used to make this booking. Alternatively, you can pay by direct debit and we will send you an invoice with our bank details and payment instructions. Payment must be made prior to start of consultation.

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