Get What Is A Santander Accountant's Certificate? - Oportfolio

This guide provides clear instructions on filling out the Santander Accountant's Certificate, a necessary document for confirming income for self-employed applicants. By following the steps outlined below, users can ensure accurate completion of the form online.

Follow the steps to complete the certificate effectively.

1. Click the ‘Get Form’ button to obtain the form and open it in your online editor. This will allow you to access all the necessary fields for completion.
2. Begin with Section A. As the accountant, fill in the user’s name, the nature of the business, the business commencement date, and the registered name (and trading name if applicable). Ensure the information is accurate and reflects the most recent data.
3. Next, in Section B, if the applicant is a sole trader, complete the financial year end dates and annual turnover, gross profit before tax, and net profit before tax for the previous three years, providing reasons if three years of data cannot be supplied.
4. For applicants who are partners in a partnership, move to Section C. Enter the details for each applicant, including their percentage of ownership, annual turnover, gross profit, and net profit before tax for the business for the three financial years.
5. If the applicant is a director of a limited company holding 20% or more, proceed to Section D. Complete all required details, including the company's registered number, shareholding distribution, and financial data for the past three years.
6. In Section E, provide comments on the ongoing ability of the business to trade. Include information related to any significant financial changes, adverse qualifications, or declines, as necessary.
7. Complete Section F by confirming whether current trading aligns with previously declared details. Report on any outstanding loans and confirm the business's solvency.
8. Finally, confirm the accuracy of the information provided by signing and dating the form. Ensure that all sections are thoroughly filled, then save your changes, and prepare to print or share the completed document.

Complete your Santander Accountant's Certificate online today for a seamless processing experience.