Alchemy Financial Solutions — MTD Client Onboarding

Step 1 of 7

Which MTD service do you need?

Making Tax Digital is HMRC's programme to modernise the tax system. Tell us which regime applies to you — we'll tailor the questions accordingly.

MTD service required *

MTD for VAT MTD for Income Tax (ITSA) Both VAT & Income Tax

How did you hear about us?

Step 2 of 7

Your personal details

We need these to set up your MTD account, authorise us as your HMRC agent, and complete our AML checks.

Full legal name *

Date of birth *

National Insurance number *

Required to register for MTD with HMRC

Unique Taxpayer Reference (UTR)

Email address *

Phone number *

Home / registered address *

Step 3 of 7

Business details

We need to understand your business structure and income sources to correctly assess your MTD obligations.

Business / trading name

Business type *

Main sector *

Tax year end

MTD for VAT

Mandatory for all VAT-registered businesses since April 2022. Digital records and software-based VAT submissions are required under SI 2018/261.

VAT registration number *

VAT return period *

VAT scheme

VAT registration date

Currently filing VAT returns digitally?

Yes No — filing manually Previous agent handled

MTD for Income Tax (ITSA)

Mandatory from April 2026 for qualifying income over £50,000 (April 2027 for over £30,000). Quarterly updates required per income source under Finance Act 2021 / SI 2021/1076.

Estimated self-employment income (annual) *

Annual property rental income (if any)

Number of self-employment businesses *

MTD requires a separate income source entry per business

Number of UK property income sources

Government Gateway account?

Yes No Not sure

Registered for Self Assessment?

Yes No

Step 4 of 7

Bookkeeping & software

MTD requires HMRC-recognised software for digital record keeping. Tell us about your current setup so we can recommend the best route.

How are records currently kept?

Digital invoices / receiptsScanned or emailed documents

Bank feed connected to softwareAutomated transaction import

Physical paper recordsPaper invoices, receipts, statements

Manual spreadsheetExcel or Google Sheets

Approx. monthly transaction volume

Separate business bank account?

Additional services of interest

Ongoing bookkeeping by AlchemyMonthly or quarterly

Software setup & trainingXero / QuickBooks implementation

Payroll (RTI-compliant)Regular payroll processing

Tax advisoryPlanning, reliefs, structuring

Step 5 of 7

Identity & AML verification

As an ACCA-regulated practice we must conduct anti-money laundering checks on all clients before engagement, as required by the Money Laundering Regulations 2017.

Proof of identity — confirm which you can provide *

Passport Photo driving licence National identity card

Proof of address (last 3 months) *

Bank statement Utility bill Council tax bill HMRC letter

Are there beneficial owners other than yourself? *

No — I am the sole owner Yes — other beneficial owners exist

Are you, or any connected person, a Politically Exposed Person (PEP)? *

No Yes Unsure

Have you been investigated or charged with any tax or financial offence? *

No Yes — please detail below

Additional notes (optional)

Step 6 of 7

Engagement letter & e-signature

Your personalised MTD engagement letter has been generated below. Please read it carefully, then sign using the panel at the bottom to confirm your instructions.

Engagement letter

Client summary

AI-generated, tailored to your details

Generating your personalised engagement letter...

Client e-signature

By signing below you confirm you have read and agree to the terms in the engagement letter, and authorise Alchemy Financial Solutions Limited to act as your MTD agent with HMRC.

Please sign above

Full name — typed confirmation *

Date

Step 7 of 7

Submitting your onboarding...

Please wait while we send your details and signed engagement letter to the Alchemy team.

Finalising engagement letter

Compiling signed engagement document

Emailing summary to Alchemy team

Waiting...

Confirmation to client

Waiting...