Engagement LetterStage 1

Document CollectionStage 2

CompleteAll Done

Sign Your Engagement Letter

Fill in your details below — your engagement letter updates live as you type. Read it carefully and sign at the bottom to proceed.

👤 Personal Details Required

As they appear on your Driving Licence or Passport

Title

First Name *

Last Name *

Email Address *

Phone Number *

Annual Earnings (£) *

Have you changed your name?

Yes No

📊 Earnings & Fee Calculator

Your VAT benefit breakdown and monthly fee based on your earnings.

VAT BreakdownAmount

Uber VAT Payment to You (20%)£0.00

VAT You Pay to HMRC (Flat Rate 10%)£0.00

Your Additional Income£0.00

Total Annual Earnings£0.00

Annual Service Fee

£0.00

12-month contract

Monthly Direct Debit

£0.00

From month 2 after Uber payment

💡 No payment in your first month. Direct Debit begins from the second month after you receive your Uber payment. No Uber payment, no fee.

📄 Engagement Letter Live Preview

This letter updates as you type. Read carefully before signing.

Grosvenor Accountants Ltd T/A Taj Accountants

Live

Accountant’s Details:
Grosvenor Accountants Ltd T/A Taj Accountants
69 Vallance Road, London, E1 5BS
Tel: 020 3759 5649 | Mob: 07428 247 365
Fax: 020 7183 7579
Email: accounts@tajaccountants.co.uk

Client’s Details:
[Your Name]
(address added in Stage 2)

LETTER OF ENGAGEMENT

Presented to:	[Your Name], Sole Trader
Presented by:	Mohamed Lebbe, Accountant
Start date of engagement:	—
Annual Fee:	—
Monthly Fee:	—
E-mail:	accounts@tajaccountants.co.uk
Contact number:	Tel: 020 3759 5649 \| Mob: 07428 247 365

[Your Name]
[Address — added in Stage 2]
—

Agreement for Accountancy Services — Uber Driver (Sole Trader)

Dear [Mr/Mrs/Ms/Miss Surname],

The purpose of this letter is to set out the basis on which we are to act as accountants for you as a sole trader Uber driver, and to clarify the responsibilities of all parties.

1. Scope of Representation

Thank you for choosing Taj Accountants to assist in managing your affairs. The effective date of this agreement is —.

The services to be provided are set out in the packages below:

PACKAGE BASIC

Services Included:
• VAT Registration — Free of Charge (paid by Uber)
• Quarterly VAT Return Filing (with monthly bookkeeping)

Monthly Fee: [Enter earnings above]

PACKAGE PRO — Based on Annual Earnings

Services Included:
• Quarterly deadline alerts • VAT planning insights • Earnings analysis
• Quarterly VAT Return Filing • Ongoing VAT advisory • MTD compliance

Monthly Fee — based on annual earnings:

Under £15,000	£34 +VAT per month
£15,001 – £30,000	£44 +VAT per month
£30,001 – £50,000	£74 +VAT per month
£50,001 – £90,000	£94 +VAT per month
Over £90,001	Customisable — contact us

Your selected band: [Enter earnings above]

ANNUAL SELF ASSESSMENT — £100 +VAT (Discounted)

• Annual tax computation • Annual tax return filing • Final review meeting
£100 +VAT (discounted rate for Package holders)

2. Responsibilities

As a sole trader, you are required to maintain accurate financial records, select suitable accounting policies, and prepare accounts on a going concern basis. You are responsible for records of receipts, payments, invoices, and year-end details.

3. Our Representation

Our representation is limited to matters described above. Once agreed, this letter remains effective until replaced by a subsequent letter.

4. Billing Procedure

Fees payable monthly via direct debit. Annual SA fees of £100 +VAT payable upon engagement. Fees reviewed annually.

5. Electronic Communication

We do not accept responsibility for changes to communications after their dispatch. Risks of sending commercially sensitive information via email are borne by you.

6. Money Laundering

We are required to identify clients under UK anti-money laundering legislation. If satisfactory evidence of identity cannot be obtained, we will not be able to proceed.

7. Termination of Representation

Either party may terminate by giving one month’s written notice. You will be liable to pay any unpaid fees to receive our professional no-obligation letter.

8. Continuation of Engagement

This engagement continues for future years unless changes occur. We will assume your agreement unless we receive formal communication from you.

Yours sincerely,

Mohamed Lebbe ACMA, CGMA
Signature: ……………………… Date: …………
Accountant, Grosvenor Accountants Ltd

I agree with the contents of this agreement.

[Your Name]
Signature: ……………………… Date: …………
Sole Trader

I confirm the information provided is accurate and I authorise Taj Accountants to act as my HMRC agent for VAT registration and accountancy purposes.

I understand and consent to my data being processed in accordance with UK GDPR and the Data Protection Act 2018 for the purpose of this service.

Your Signature *

✍️ Sign here with your mouse or finger

By signing you confirm you have read and agreed to the Engagement Letter above

Stage 1 of 2 · Fields marked * are required

Document Collection

Engagement letter signed ✅ Now we need a few more details to complete your VAT registration with HMRC.

🏛️ HMRC Details Required

Your unique tax reference numbers

UTR Number *

National Insurance Number *

🏠 Residential Address History

HMRC requires all addresses you have lived at in the last 3 years.

📍 Current Address

Address Line 1 *

Address Line 2

City

Postcode

Country

Date Moved In *

Date Moved Out (blank if current)

🏛️ Business Details

Is your primary business address the same as your residential address?

Yes, same address No, different

Does the business have a website?

Yes No

Do you already have a trading name?

Yes No — use default

If no trading name: we will use [First Name] PCO Service

📋 Previous Business Involvement

Have you or any partner/director been involved in another UK business in the last 2 years?

Yes No

🏦 Bank Details for HMRC Refunds

HMRC may issue VAT refunds directly to your bank account.

Account Holder Name *

Sort Code *

Account Number *

📅 Most Recent Self Assessment Payment

📋 Why do we need this? HMRC uses your last SA payment to verify your identity on their systems.

Date of Payment *

Amount Paid (£) *

🔒 Identity & Address Verification

Documents are encrypted and saved to your dedicated Google Drive folder.

Passport or Driving Licence (both sides) *

🧪

Drop here or click to upload
JPG, PNG or PDF · Max 10MB · Multiple files allowed

Proof of Address *

📄

Drop here or click to upload
Bank statement or utility bill · Multiple files allowed · WiFi bills not accepted

📌 How Your Accountant Acts as Your HMRC Agent

As a registered HMRC agent, Taj Accountants will represent you throughout the VAT registration process. Once registration is complete, login credentials will be provided to you.

Registered under the Flat Rate Scheme (FRS) at 10% with a 1% first-year discount. Eligibility assessed against the £90,000 threshold.

Sign Your Engagement Letter

LETTER OF ENGAGEMENT

Agreement for Accountancy Services — Uber Driver (Sole Trader)

1. Scope of Representation

2. Responsibilities

3. Our Representation

4. Billing Procedure

5. Electronic Communication

6. Money Laundering

7. Termination of Representation

8. Continuation of Engagement

Document Collection

You’re All Set!

✅ What Happens Next

Sign Your Engagement Letter

LETTER OF ENGAGEMENT

Agreement for Accountancy Services — Uber Driver (Sole Trader)

1. Scope of Representation

2. Responsibilities

3. Our Representation

4. Billing Procedure

5. Electronic Communication

6. Money Laundering

7. Termination of Representation

8. Continuation of Engagement

Document Collection

You’re All Set!

✅ What Happens Next

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