Client forms

Everything we need from you, in one place.

Choose a form below and work through it at your own pace. Your answers are saved on this device as you go, so you can close the page and come back later. No login required.

Client Profile
Ready

The information we need to set you up as a new client — your details, tax residence, family circumstances and, if it applies, your spouse.

8 sectionsAbout 10 minutes
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Annual Tax Information
Ready

Your yearly return details — employment, self-employment, rental, disposals, credits and reliefs. Most sections will not apply to you.

17 sectionsAbout 10 minutes
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Data collected is stored and processed in line with the GDPR Directive (EU). A form saved with a resume code is kept, encrypted, for one week from the first save and then deleted. Clear Group · CG Accounts Payroll Tax Limited, Limestone House, 20 Drogheda Street, Balbriggan, Co. Dublin, K32 E951.