EN: TR SHORT FORM

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EN: TR SHORT FORM

1
Infusionsoft Tags
BAD DEBTOR
LOST CUSTOMER
SA letter (to file Tax Return)
Aricei
Agent
Removed from Agent
Left Agent
STM
PAVING BUILD CONTR STM
Happy Birthday Reminders
customer returned
ocavia developments recruitment
Ceased Self employed activity
G&I SOLUTIONS LTD
CONTRACTOR ONLY
CONTRACTOR ONLY CIS
CONTRACTOR OTHER
KRAIU CARPENTRY LTD
VG Contractors
HREZDAC CLIENT
OCAVIA DEVELOPMENTS
STM
MARIA
LTD FORMATION
ROMANIAN SPEAKERS
PAUL WEBSITE
IRINA BALTI AFFILIATE
EMPLOYED
Alex
MANTEON
B2B EN SEPTEMBER
MARRIAGE ALLOWANCE
Promoters
Passives
Detractors
Reviewers
KP BUILDING LTD
DYNAMIC LTD
Informed consent
Requested to be Removed
Requested to View Personal Data
Requested to Change Personal Data
Consent request for GDPR
Consent Request For GDPR RO
JOB APPLICANTS
ALL CUSTOMERS
Performance of contract
Duplicates
CONSTRUCTION
ECOMMERCE
TECH STARTUPS
ACE4
ACE5
ACE3
SMS-EXPIRED-CARD
CIS MONTHLY REMINDER
CONSTRUCTION
TRANSPORT
IT
CLEANING
MEDICAL
RETAIL
OTHERS
PERSON LEFT
COMPANIES LEFT
RENEWAL REMINDER
Clean List
Email Typos
LEFT
DEXT NEW CLIENT
ENGLISH DIRECTORS
ROMANIAN DIRECTORS
SA CLOSED BY HMRC
CAR WASH
ENTERTAINMENT
SECURITY
TAXI
Duplicate Contacts
DISSOLVED
DORMANT
DIRECTOR
SHAREHOLDER
INVOICE DELETED
PROPOSAL WON
PROPOSAL LOST
CLEARANCE LETTER
DIRECT FEED
CSV FEED
NEED EXTRA INFO
RENEWAL WON
RENEWAL LOST
RENEWAL SENT
E-COMMERCE
PROPOSAL SENT
REFERRAL PARTNER
MONTHLY REMINDER OTHER
AFF CLIENTS
REQUEST PAYMENT
SCIENCE/TECH
VASILE COMPANII
CARER
DIFFICULT CLIENT
HMRC CHECK
RADUGR COMPANII
FACEBOOK PPC
GOOGLE PPC
DATA COLLECTION FORM
SHAREHOLDER FORM
ACE7
LANDSCAPE SERVICE
INITIAL SETUP COMPLETE
AGENT READY
CLIENT READY
DROP OFF ONBOARDING
NURTURE B2B CLIENTS
SCURTU
SURVEY 1: EXCELLENT
SURVEY 1: SATISFIED
SURVEY 1: NOT HAPPY
TRAVEL
FACEBOOK GROUPS
HALF PRICE OFFER
GMAIL ADS
DIASPORA RO
BEAUTY
LINKEDIN PPC
NURTURE B2B LEADS
ACCOUNTING SOFTWARE READY
SMS CB
FINANCIAL
SALARIES
BANK DETAILS SMS
MIHAELA
ENGINEERING
CARMEN
LOREDANA VLASIN
COMPANY ADDRESS
CORNELIUS
ACE6
ACE1
ACE2
SURVEY 2: SATISFIED
SURVEY 2: EXCELLENT
SURVEY 2: NOT HAPPY
SURVEY 3: SATISFIED
SURVEY 3: NOT HAPPY
SURVEY 3: EXCELLENT
CATERING
NEW COMPANY
OLD COMPANY
CANCEL B2C APPLICATION
GLAZING
ONE OFF COMPANIES
OTHER SERVICES COMPANIES
IURIE
FURNITURE INSTALL
20-21 Not Filed
TUDOR BORTA
GGBM DRYLINING
ACE9
ADDRESS CHANGED
NIC 2 - N/A
DUP EMAIL
NO EMAIL
ID-PASS RECOVERY
Duplicated Subscription Invoice
MARIA: ACCOUNTS 17-18 SUBMITTED
MARIA: ACCOUNTS 18-19 SUBMITTED
MARIA: ACCOUNTS 19-20 SUBMITTED
MARIA: ACCOUNTS 20-21 SUBMITTED
BAN CLIENT
UC ELIG FORM RO
UC ELIGIBLE
UC NOT ELIGIBLE
UC INVOICE PAID
UC SUBMITTED
UC APPROVED
UC REJECTED
UC ELIG FORM EN
DENTIST
LILIA BUCURESTI
64-8 SUBMITTED
ADVERTISING & MARKETING
64-8 NOT ACTIVATED
TUDOR BORTA
ACTIVE
HOW-TO-PAY-TAXES
Spamhaus Affected Jan 2021
VAT REGISTERED
TO FILTER OUT
Create Opportunity - B2B
New B2B Opportunity
Start Onboarding Sequence - B2B lead
Start Long Term Nurture Sequence - B2B
Appointment No Show
Appointment Rescheduled
Appointment RESET
Appointment Booked
Appointment Cancelled
Startup - Appointment Booked
Startup - Appointment Cancelled
Startup - Appointment Rescheduled
Startup - Appointment No Show
Startup - Appointment RESET
Self-Employed - Appointment Booked
Self-Employed - Appointment Cancelled
Self-Employed - Appointment Rescheduled
Self-Employed - Appointment No Show
Self-Employed - Appointment RESET
Scheduled
jcappointment
Completed
Interested/Urgent (Hot Lead)
Interested/Not Urgent (Warm Lead)
Shopping Around (Cold lead)
Contacted Form Submitted
Start Delivery - B2C Lead
Start Long Term Nurture Sequence - B2C
B2C - Invoice Paid
Create Opportunity - B2C
CIS REFUND
TAX RETURN REGULAR
SHARE CODE
B2B Unqualified Lead
Construction - Appointment Booked
Construction - Appointment Cancelled
Construction - Appointment Rescheduled
Construction - Appointment No Show
Construction - Appointment RESET
Followup Call - Appointment Booked
Followup Call - Appointment Cancelled
Followup Call - Appointment Rescheduled
Followup Call - Appointment No Show
Followup Call - Appointment RESET
CALL BACK B2B
CALL BACK B2C
B2C Followup Call
B2B Payment Chase
Not Qualified - Not Our Persona (Discovery Call)
B2C Payment Chase
Qualified - Hot - Interested and Urgent ( Discovery Call)
Qualified - Warm - Interested But Not Urgent ( B2C Initial Call)
Not Qualified - Not Our Persona (B2B Initial Call)
Not Qualified - Not Our Persona( B2C Initial Call)
Qualified - Hot - Interested and Urgent (B2B Initial Call)
Qualified - Warm - Interested But Not Urgent (B2B Initial Call)
Qualified - Cold - Shopping Around ( B2C Initial Call)
Qualified - Hot - Interested and Urgent ( B2C Initial Call)
Qualified - Cold - Shopping Around (B2B Initial Call)
B2B Followup Call
Qualified - Warm - Interested But Not Urgent ( Discovery Call)
Qualified - Cold - Shopping Around ( Discovery Call)
B2B Lead Calls In First Time
PENALTY TR
PHONE INVALID
TR INVOICE SENT
NEW OPP TAX REFUND
TR INVOICE PAID
20-21 Filed
21-22 Not Filed
20-21 Filed Other
OUR SUBCONTRACTORS
MONEY TAXACE
ACE11
PERSONAL
PRICE
PROCESSING DELAY
REFUND/TAX AMOUNT
ATTITUDE
LATE RESPONSE
OPTED OUT
APPLICATION RECEIVED
PERSONALITY TEST
INTERVIEW w/ACC
WELCOME MESSAGE
CONSIDER LATER
ROMANIAN
ENGLISH
FIRST NOTICE
COURTESY REMINDER
ESCALATED REMINDER
TAX RETURN
REGISTER S-E
NATURALISATION
EUSS FORM
REF LINK SMS
TR_BROADCAST_TASK
TAX RETURN NIL
PROFIT & LOSS SE
HMRC TAX ENQUIRY
PAYROLL ADMIN
CIS REGISTRATION
CONTRACTOR REGISTRATION SCHEME
CANCEL PENALTY NOTICE
CHANGE OF ADDRESS
ACCOUNTANT REF
ADVANCED LETTER
APPLYING / EXCHANGE FOR BRITISH DL
STOP SELF-EMPLOYED ACTIVITY
SHARE CODE
UTR REQUEST
NINO RECORD LETTER REQUEST
RECOVERY ID-PASS
SA302 HMRC INCOME CONFIRMATION
PENSION CERTIFICATE
BRITISH PASSPORT APPLICATION
SETTLED STATUS ID UPDATE
CHILD BENEFIT
CHILDCARE BENEFIT
MATERNITY ALLOWANCE COMPLEX
SELF EMPLOYED
EMPLOYEE
BUSINESS OWNER
LM Anti-Fraud EN
LM Anti-Fraud RO
ELENA CB B2B
Called +447888862777
Live SMS to +447888862777
[1][Step 1] - +447888862777
[1][Step 2][Got Name] - +447888862777
[1][Step 3][Got Email] - +447888862777
ACTIVE PARTICIPANTS
SERVICE DELIVERED
ACE1 CALL
Called +447888862100
Live SMS to +447888862100
[1][Step 1] - +447888862100
[1][Step 2][Got Name] - +447888862100
[1][Step 3][Got Email] - +447888862100
CALL: PROMOTERS
CALL: DETRACTORS
NPS AFTER CALL
Canceled by Owner
SKILL TEST
VOLUNTARY LIQUIDATION
CLASS 2 CONTRIBUTIONS
GOOGLE DISPLAY
YOUTUBE PPC
5 METHODS TO EXTRACT CASH
VIORICA SUBC
b2b-new-ltd-tracking
BAD LEAD B2B
APPLICATION REJECTED
INTERVIEW w/CEO
MAKE OFFER
Canceled by Customer
Rescheduled by Customer
WRONG PHONE NUMBER
MD MARKETING CANDIDATES
B2B DID NOT ANSWER
BAD LEAD B2C
TO DELETE
B2C RO TR DEADLINE
ANUNTUL UK
FROM CUSTOMERS
B2C EN TR DEADLINE
MONICA
NEW SALES
B2C DID NOT ANSWER
B2C INVOICE SENT
64-8 AGENT BROADCAST TASK
21-22 Filed
21-22 Filed Other
HOW TO SCAN DOCS
ACC DUE CONSULTATION
Job Interview Other Scheduled
MARIA: ACCOUNTS 21-22 SUBMITTED
Canceled (reschedule requested by owner)
FILTER - 2
TR OLD: PROCESS
WL: EMPLOYEE
WL: CONSTRUCTION
WL: S-E OTHERS
TR NURTURE
LIN: ACCOUNTS 20-21 SUBMITTED
LIN: ACCOUNTS 21-22 SUBMITTED
STRIKE OFF PROPOSAL
SUBSCRIPTION
ANNUAL ACCOUNTS
TAX OPTIMISATION MEETING
TAX OP NOTIF
22-23 Not Filed
CIS VIDEO 2022
ADVANCE PAYMENT
UTR SHAREHOLDER
TR OLD PAID
CIS DIRECT
ACE1-PROCESSED
TR NURTURE NEW
LIST-DOCS
REPAYMENT-BROADCAST
20-21 Filed by post
21-22 Filed by post
BANK FEED RENEWAL
STRIKING OFF - START
STRIKING OFF - READY
STRIKING OFF - CLIENT CONSENT
OFFBOARDING START
REASON - ATTITUDE
REASON - PRICE
REASON - PERSONAL
REASON - PROF MISTAKES
REASON - COMMUNICATION
ACE14
OLGA-EDRENICOV
B2C OLD RR
RODICA RADU
ACE12
REFERRED BY CUSTOMERS (filter)
10-YEARS
test campaign
CHECK-PENSION
64-8 TUTORIAL SELF-AUTH
PRE-PROPOSAL FORM
COMPANIES LEADS NURTURE
PENSION - NOT QUALIFIED
PENSION FB ADS 1
SETTLED BROADCAST
BRITISH CITIZEN BROADCAST
COUPON 20£
EXPIRED PASSPORT/ID
MTD ITSA GUIDE
TAX RETURN DIRECTOR
AMMB
B2C PREMIUM
COCONUT
AGENT IRV
No-show
TEMP BROADCAST COMPANIES
LIN: ACCOUNTS 22-23 SUBMITTED
MARIA: ACCOUNTS 22-23 SUBMITTED
REASON - DON'T AGREE WITH TAX RULES
REASON - SOLD COMPANY
FIN STATEMENTS
CONTACTED
CHASE PAYMENT
CHASE INFO
TEMP BROADCASTS S-E
PREMIUM OPTION CHOSEN
3/29/2023 11:27 AM
22-23 Filed
22-23 Filed by post
22-23 Filed other
23-24 Not Filed
test new
2
Are you an existing TAXACE client?
YESNO
3
What type of work did you do between 6 April 2022 - 5 April 2023?
Construction only
Construction + other industries
Only other industries (transport, cleaning, carer, hotels, restaurants, warehouse, etc)
4
What was your employment status during that period?
Only Self Employed with UTR
Self Employed (UTR) + Employee (NINO)
Only as an Employee (NINO)
Worked as an Employee but I have UTR as well
5
Your Full Name* This field is required.
First name
Last Name
6
Email* This field is required.Use a valid email address as next steps will be sent via email. Only use one email per person. If you get an error, check if there is no typo. If an existing client, use the address we have already in the system.
7
Your telephone number* This field is required.Enter your UK phone number in 07xxxxxxxxx format. If not a UK number, enter it in international format starting with 00.
8
How have you found about us?* This field is required.
Google
From a friend
Facebook
9
Language
10
Tick the box to confirm details and agree with data processing policy* This field is required.
Should be Empty:

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