The first page of the form contains basic information about your company, such as nameaddress and such. It also contains fields for various accounting items such as year-end and vat-number (if you are VAT registered).


  • Company Name – is a required field. This name will appear on your sales invoices that you send to your customers. It will also appear on reports and other important documents.
  • Address, postcode, telephone, fax and email – should relate to your business and will be shown on your sales invoices that go to your customers.
  • Type of Trader will be – Sole Trader – Standard Partnership – Limited Company – Charity. Please select one of these.
  • Category – select from the drop down the area of business you operate in
  • Year-end Month – select the month of your year end and enter it.
  • Year-end Day – select the day of your year end and enter it. If you do not have a year-end date default to March 31st or April 5th
  • Tax Reference – enter your Unique Taxpayers Reference number a digit UTR
  • VAT Registered – Select Yes if you are registered for VAT
    • VAT Registration date – Enter the date you were first registered for VAT
    • VAT Registration Number – Enter if your business has been registered.
    • VAT Stagger – Select the quarters you are required to file your returns
  • Invoice Terms – it is recommended that you refer to your terms of trading and set out where customers can inspect your full trading terms. Show how you expect invoices to be paid give bank account details for on-line payments.