Standard Documents


Click on the relevant button to access the BrightPay portal.

New Starter/ Employee Changes Form

Complete the new starter form by clicking on the button, contact us if you need a printable version. 

This form enables us to gather relevant information required to process staff pay and ensure that payslips are distributed correctly and securely through the BrightPay Portal. Please complete the form as thoroughly as possible to ensure that we are able to process payslips efficiently and correctly. Please advise us if there are any changes to your status.

New Employer Forms

New employer - sole trader - please download the PDF, complete and email to

New employer not sole trader - please download the PDF, complete and email to

Download this letter to explain to send to your new starter what to expect and what information is needed.

Income Tax Self-Assessment (ITSA) Tax Returns

Download the form above and follow the instructions on the right to complete it.

This form authorises Cashtrak to speak to HMRC on your behalf regarding your tax return. You need to complete the following sections:

I (print your name)

Of (business name if applicable)

Authorise HMRC to disclose information to - fill in Cashtrak Ltd

Sign and date it. Then on the right hand side, tick the box to the right of Individual*/Partnership*/Trust* Tax Affairs and select Individual from the drop down box.

Enter your National Insurance and UTR.

Send a copy to or Whats App 01865 522785 a photo of the form so we have a signed copy on record. 

Print the form off and send it to the address on page 2 of the form.

Click on the button for information on how to pay your tax return bill.

Useful Accounts Forms

New Client Forms - Onboarding

As per our engagement letter, you will find the Appendices to which we are referring to for your reference. If we have asked you to send a 64-8 to HMRC we have started to populate the relevant forms here and have created some guidance notes to help you through the process.

Xero Templates

Other Information

Data Protection, click below

Terms and conditions, click below

Complaints procedure, click below


Limited company onboarding form click here.

Sole trader/ self-employed onboarding click here.


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