Hi Taj team, I would like to become a client and start the onboarding process with you. I run a limited company and need help with company accounts, Corporation Tax, VAT returns, and general bookkeeping support. Please let me know what information and documents you need from me to get started. I can provide the company registration number, company UTR, authentication code, VAT details, proof of ID, proof of address, and any other onboarding documents you require. Could you please send me your onboarding checklist, engagement letter, and payment/direct debit setup details? Kind regards, Shynggys Kassen
Filing gate
Two independent gates guard filing: documents complete, and the fee cleared by credit control. Both must pass — neither the agent nor staff can file until then.
Documents incomplete: Company authentication code — Not provided.; Company UTR — Not provided.; Director passport — Nothing received for this item.; Proof of address — Nothing received for this item.; VAT registration certificate — Nothing received for this item.; Signed engagement letter — Not yet completed.; Direct debit mandate / invoice — Not yet completed.
Job state
The routing and gate context for this unit of work.
- Stage
- onboarding
- Deadline
- Not set
- Chase stage
- 1
- Thread
- 19edeab28106a514
Verdict
Every result includes the reason the engine reached it.
- MissingCompany authentication code
Not provided.
- MissingCompany UTR
Not provided.
- MissingDirector passport
Nothing received for this item.
- MissingProof of address
Nothing received for this item.
- MissingVAT registration certificate
Nothing received for this item.
- MissingSigned engagement letter
Not yet completed.
- MissingDirect debit mandate / invoice
Not yet completed.
Email evidence
The actual thread, attachment presence, classification, and extracted period.
Hi, Thank you for your email and for your interest in becoming a client of Taj Accountants. To start the onboarding process, please provide the following information and documents: Company and tax details: - Company authentication code - Company UTR - VAT registration certificate Director / identity documents: - Director passport - Proof of address Engagement and payment setup: - I have attached the engagement letter documents. Please sign and return them. - We will arrange the direct debit mandate / invoice separately once the initial details have been reviewed. Once we receive the above, we can review everything and continue with the engagement letter and setup process. Please let us know if you have any questions or require further information. Kind regards, Taj Accountants
Agent reply
The next message shape generated from the current evidence.