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Self Assessment Registration


Download your free Self Assessment Registration template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Self Assessment Registration' templateSelf Assessment RegistrationRegister client2 AutomatorsAdjust client requests as required and send to the clientCompletedCLIENT TASKSPlease provide us with your Unique Taxpayer Reference4 AutomatorsRegister for your HMRC business account online - for Self Assessment and Class 2 National Insurance through your business tax accountCompletedYou’ll receive a letter with your Unique Taxpayer Reference (UTR) number within 10 days (21 if you’re abroad). PleaseCompletedFollow up

This template is designed for process of completing Self Assessment Registrations.

The work goes through the stages:

  • Send client requests
  • Waiting for client
  • Follow up
  • Completed

The roles involved in completing the work are: Onboarding Specialist.

Work stages and roles are both customisable.

The template includes best practice automation to ensure it is clear:

  • Which tasks are ready to be worked on (i.e. task status)
  • What the status of work is at any time (so you can get real-time work dashboards)
  • Who is responsible for the work and tasks
  • The priority of work and tasks

The start date for the work is the date of the signed engagement letter or the date the registration is known to be required. The due date of the work is 11 days later.

Download the Template

Download your Self Assessment Registration template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling