Resources
Documents &
Client Resources.
Access onboarding forms, service request tools and supporting documentation required for engagement.
Key Documents & Access Points
New Client Setup
Complete onboarding information including NI number, UTR and residency details for engagement.
Open Form →Service Request
Define your requirements and receive a structured consultancy proposal tailored to your situation.
Build Request →HMRC Form 64-8
Request agent authorisation documentation and submission guidance for HMRC representation.
Request Form →Identity Verification
Please email high-quality copies of your Passport or ID and a recent utility bill to info@mdjteam.co.uk.