Onboarding / onboarding

Rahul Berry

— · rahulberry97@gmail.com

Back to tracker
Checklist
0/7
Required lines marked received.
Outstanding
7
Missing or partial lines still blocking completion.
Inbound mail
1
0 attachments recorded.
Filing gate
Blocked
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.

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.

Blocked — documents incomplete

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
19ee0a45bbf01745
IncompleteFollow-up due

Verdict

Every result includes the reason the engine reached it.

  • Company authentication code

    Not provided.

    Missing
  • Company UTR

    Not provided.

    Missing
  • Director passport

    Nothing received for this item.

    Missing
  • Proof of address

    Nothing received for this item.

    Missing
  • VAT registration certificate

    Nothing received for this item.

    Missing
  • Signed engagement letter

    Not yet completed.

    Missing
  • Direct debit mandate / invoice

    Not yet completed.

    Missing

Email evidence

The actual thread, attachment presence, classification, and extracted period.

From client
19 Jun 2026, 16:08
inbound

Sole Trader I’m a self-employed hairdresser and business consultant working across multiple salons and consultancy contracts in London. I currently have a mixed income structure (commission-based salon work and invoicing clients monthly) and I’m looking for support with my Self Assessment, expense structuring, and long-term tax planning. I’d also like advice on VAT threshold monitoring and whether my current setup is the most tax-efficient and compliant structure. Could I please book an initial consultation? I’d appreciate discussing your experience with freelancers in the beauty/hair industry and how you typically support clients with similar setups.

From Taj
19 Jun 2026, 16:19
outbound

Hi Rahul, Thank you for starting your onboarding process with Taj Accountants. To complete your registration, we still require a few documents from you. Please see the list below for what is outstanding. DOCUMENTS REQUIRED: 1. Company authentication code - We have not yet received this. 2. Company UTR - We have not yet received this. 3. Director passport - We have not yet received this. 4. Proof of address - We have not yet received this. 5. VAT registration certificate - We have not yet received this. I have attached the engagement letter documents. Please sign and return them. The direct debit mandate/invoice will also be arranged with you directly. 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.

Sent automatically by the agent
Routine document chase — names the outstanding items and is sent automatically.