Welcome to Our Client Area
This page contains useful forms and links for information
New Client Forms
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New Client FormNew Client Form
For new clients, please complete this form to ensure AccountsWiz has all the data we need to be able to set your account live.
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Terms & ConditionsTerms & Conditions
Please click this link for a copy of our standard terms & conditions.
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Set Up A DD MandateSet Up A DD Mandate
Click here to set up a DD with AccountsWiz via GoCardless.
Payroll Forms
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New Employee FormNew Employee Form
Please ask your new worker to complete this form or complete this on their behalf to AccountsWiz can add them to our payroll systems.
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Employee P45 RequestEmployee P45 Request
If you need to process a leaver, please ask your worker to complete this form so AccountsWiz can issue a P45.
Auto Enrolment Forms
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Client RegistrationClient Registration
For new auto enrolment clients. Please complete this form to ensure
AccountsWiz has all the data we need to be able to set your account live on our systems.
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Worker NotificationWorker 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.
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Contractor ChecklistContractor Checklist
Please complete this checklist to do a quick test to determine whether a non-employed worker is assessable for Auto Enrolment
Misc Forms for Existing Clients
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Agency New Client FormAgency New Client Form
For use by recruitment agencies only.
Please complete this form to inform AccountsWiz of any new clients so we can set up the billing processes & invoicing your clients correctly.
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Agent Form 64-8Agent Form 64-8
For use by all clients who wish AccountsWiz to liaise with HMRC on their behalf in relation to tax matters.
