I am just waiting for my license to be approved then i can start offering my Bookkeeping and Payroll services to clients.
I have a business that may be interested in my Payroll services but obvoiusly I can't accept the work until the license has been approved but as soon as this happens what is the first thing that i need to do?
Just so that i am prepared, what are the first steps after taking on a client for Payroll services?
Andrew Pigram MICB PM.DIP
Hello Andrew, Well done . Have you written to HMRC to obtain an agent ID for PAYE? If you have this in place, then your customer will need to authorise you as their agent (64-8 form). If you havent done so already, you'll also need a signed terms of engagement, GDPR and MLR in place. Then you are ready to roll... I love payroll, so if you need more information please contact me directly email@example.com