# Frequently Asked Questions — Paul Austen Associates Common questions about our accounting services, HMRC payments, and data tools. **URL:** [/faq](https://www.paulausten.co.uk/faq) ## Providing Information ### What information do I need to provide for my personal tax return We provide a convenient checklist for you to download which outlines all the information needed for your personal tax return including income details, expenses, and relevant documentation. - [Download personal tax return checklist (PDF)](/faq/PAA-FAQ-Q1-Personal-tax-sole-trade-info-request-checklist.pdf) ### What information do I need to provide for my business accounts We provide a convenient checklist for you to download which details all business information required including financial records, receipts, bank statements, and other business documentation. - [Download business accounts checklist (PDF)](/faq/PAA-FAQ-Q2-Company-year-end-info-request.pdf) ### How do I provide or update my details as a new or existing client We provide several online forms to help new clients get started and existing clients keep their information up to date. **New Clients:** - [Complete our online engagement form](https://forms.office.com/Pages/ResponsePage.aspx?id=YgAwl7HOKEqLiSVlDIR9AYz34EIsT-NLnuxK-pMYH3ZUMkNRUFU3RlpWTFdDMlJLTVhWUURPUlQxSi4u) - [Upload client identification documents](https://paulaustenassociates-my.sharepoint.com/:f:/g/personal/paul_paulausten_co_uk/IgCfgojrLR2HQq2MndtdsSzyAbvBog-l1_rGnMt9E4F3WTA) - [Complete our Know Your Client form](https://forms.office.com/Pages/ResponsePage.aspx?id=YgAwl7HOKEqLiSVlDIR9AYz34EIsT-NLnuxK-pMYH3ZURTVYUUQxVUJDQ1dUQ0pZNlBKNzBWMEwxVC4u) - [Set up direct debit mandate online](https://pay.gocardless.com/BRT0002SVJN575Y) **Existing Clients:** - [Request VAT registration by contacting us](/contact) - [Request new limited company registration](https://forms.office.com/Pages/ResponsePage.aspx?id=YgAwl7HOKEqLiSVlDIR9AYz34EIsT-NLnuxK-pMYH3ZUNDhDSDJGQjhEWUJNM0pTU0M3UjFERlJSRS4u) - [Change of Address Form](https://forms.office.com/Pages/ResponsePage.aspx?id=YgAwl7HOKEqLiSVlDIR9AYz34EIsT-NLnuxK-pMYH3ZUM1pBREtLSlBVVzhDMTFCTVBVWFcwRFlDWC4u) - [Upload client identification documents](https://paulaustenassociates-my.sharepoint.com/:f:/g/personal/paul_paulausten_co_uk/IgCfgojrLR2HQq2MndtdsSzyAbvBog-l1_rGnMt9E4F3WTA) - [Complete our Know Your Client form](https://forms.office.com/Pages/ResponsePage.aspx?id=YgAwl7HOKEqLiSVlDIR9AYz34EIsT-NLnuxK-pMYH3ZURTVYUUQxVUJDQ1dUQ0pZNlBKNzBWMEwxVC4u) ### How do I provide the details to collect my payments by direct debit We provide a convenient online direct debit form where you can complete the details and your mandate will be set up automatically. - [Set up direct debit mandate online](https://pay.gocardless.com/BRT0002SVJN575Y) ### I want to provide you information about a new employee/subcontractor Use our online forms to provide information for new team members: - [Add new employee to payroll](https://forms.office.com/Pages/ResponsePage.aspx?id=YgAwl7HOKEqLiSVlDIR9AYz34EIsT-NLnuxK-pMYH3ZUMjkwVFNNQTJLSUNXNTZWS0VVU0tHUEI5UC4u) - [Add new subcontractor and verify for payroll](https://forms.office.com/Pages/ResponsePage.aspx?id=YgAwl7HOKEqLiSVlDIR9AYz34EIsT-NLnuxK-pMYH3ZUMzVIVzBQSzRZU0RKRVRLRENHU1Y3QUNJMi4u) ## Paying HMRC ### How do I pay HMRC by debit or credit card You can pay HMRC online using their secure card payment service. Simply select your tax type and enter the required information. - [Pay HMRC online with debit or credit card](https://www.tax.service.gov.uk/pay) ### How do I pay my Corporation tax to HMRC by BACS Ensure your Corporation tax payment reaches the right place by following HMRC's specific BACS payment instructions. - [View HMRC Corporation tax BACS payment guide](https://www.gov.uk/pay-corporation-tax/bank-details) ### How do I pay my PAYE tax to HMRC by BACS Get your PAYE payment to the right place by following HMRC's detailed BACS payment instructions. - [View HMRC PAYE BACS payment guide](https://www.gov.uk/pay-paye-tax/pay-using-another-payment-method) ### How do I pay my VAT tax to HMRC by BACS Ensure your VAT payment reaches the right place by following HMRC's specific BACS payment instructions. - [View HMRC VAT BACS payment guide](https://www.gov.uk/pay-vat/pay-using-another-payment-method) ### How do I pay my Self Assessment tax to HMRC by BACS Get your Self Assessment payment to the right place by following HMRC's detailed BACS payment instructions. - [View HMRC Self Assessment BACS payment guide](https://www.gov.uk/pay-self-assessment-tax-bill/bank-details) ## Data & Tools ### What are the current tax rates and allowances HMRC's website is continually updated with the latest allowances and rates for all taxes. - [View current HMRC tax rates and allowances](https://www.gov.uk/government/publications/rates-and-allowances-income-tax) ### How do I make a Data Protection Subject Access Request You can request access to any personal data we hold about you using our online form. - [Submit Data Protection Subject Access Request](https://forms.office.com/Pages/ResponsePage.aspx?id=YgAwl7HOKEqLiSVlDIR9AYz34EIsT-NLnuxK-pMYH3ZUQTZUMVlFNkJKMjJXVlNDSFhSSjZaRThTRi4u) ## Documents & Templates ### How do I complete a Statement of Assets and Liabilities You can download our template form, complete it, and then email it back to us. - [Download Statement of Assets and Liabilities template (Excel)](/faq/PAA-FAQ-Q13-IncExp-and-Asset-Liability-Form-Proforma.xls) ### Do you have a spreadsheet for recording business mileage Yes, we provide a sample spreadsheet template that you can download and customize for your business mileage tracking. - [Download business mileage tracking spreadsheet (Excel)](/faq/PAA-FAQ-Q14-Mileage-Claim-Apr-15-Mar-16.xls) ### Do you have a spreadsheet template for MTD Property, MTD Business and MTD VAT Business Yes, we provide simple templates that you can download and use for your MTD needs (only for use by clients of Paul Austen Associates Ltd). - [Download MTD Property Income & Expense Tracker (Excel)](/faq/PAA-FAQ-Q15-Property-Income-Expense-Tracker.xlsx) - [Download MTD Sole Trade Income & Expense Tracker (Excel)](/faq/PAA-FAQ-Q15-Sole-Trade-Income-Expense-Tracker.xlsx) - [Download MTD Sole Trade VAT Tracker (Excel)](/faq/PAA-FAQ-Q15-Sole-Trade-VAT-Tracker.xlsx) ### I need to declare an interim dividend payment Complete our online form to generate a board memo and dividend voucher for your dividend declaration. - [Complete dividend declaration form online](https://forms.office.com/Pages/ResponsePage.aspx?id=YgAwl7HOKEqLiSVlDIR9AYz34EIsT-NLnuxK-pMYH3ZUN0pSTkNEVUpRMUQySjFGSTFSRFlRRkVGVi4u)