Final Document Check for PEO.

rpsarangi · Post by **rpsarangi** » Sat Oct 06, 2012 9:45 am

Hi members I have an PEO after 2 Days , Applying for Tier 1 General Extension ( employed + selfemployed)

Employed:
1.Personal bank statement
2.Salary slips
3. 2 salary slip was missing so have taken a printout of that online in office headed paper stamped and signed by manager.
4.Letter from manager stating that about the 2 pay slip thats true copy stamped and signed in letter head.
Other:
5. Letter from manager in headed paper stating the gross and net salary stamped and signed.

Selfemployed:
1. Accountant letter gross and net profit.
2.Invoice explanation and payment summaries.
3.Profit and loss statement.
4.Balance sheet
5.Client declaration.
6.SA302 for 2011-12( filed not paid as dealing to pay is 31st january 2013.)
7.Class 2 NI contribution bill of may 2012 ,thats my latest as the October one has not come.
8.invoices
10.Business bank statement

Please comment if I am missing anything? and 1 question is that I pay NI class 2 Quartely , the bill that I have is of may which is paid but the recent bill has not come yet from HMRC as its gets generated on 10th and gets posted afetr that.. is that a problem.

please comment if I am missing anything..

rpsarangi · Post by **rpsarangi** » Sat Oct 06, 2012 9:50 am

seniors, gurus and members please comment on my documents if I am missing anything..

shahmir · Post by **shahmir** » Sat Oct 06, 2012 4:56 pm

Cover letter
Client/customer contact details on invoices
Education
Maintenance of funds
English

I understand some of above may not be necessary in extension. Include a print of points calculator if possible (not mandatory). Seems perfect, Good luck!

rpsarangi · Post by **rpsarangi** » Sat Oct 06, 2012 5:42 pm

Thanks Shahmir for the reply
Client contact details are in the invoices and mentioned in invoices summaries by accountant
Yes I have my degree certificate , transcripts and letter of degree confirmation from university
Maintenance of fund in personal bank statement which goes for salary income ..
Degree taught in English , so English requirement

Cover letter and points calculators print will do that before I go ..

Anything else I am missing ???? Please comment , a bit stressed ..

glasgowguy · Post by **glasgowguy** » Sat Oct 06, 2012 8:15 pm

Hey bro...

Documents look perfect to me..

Wish you all the best..

Keep us posted with your PEO experience..

kpk1234 · Post by **kpk1234** » Sat Oct 06, 2012 9:18 pm

If you already submitted your degree at the time of initial application, you need not submit again. Otherwise the documents are ok. If you have the employer letter with gross and net salary you dont need to submit payslips ( personal experience at PEO) .Good Luck

prabu11 · Post by **prabu11** » Mon Oct 08, 2012 1:37 pm

rpsarangi wrote:

Additional Documents:
1.Employer Liability Insurance
2.Public liability insurance

You don't need these. It is nowhere mentioned in the guidance.

marynwokedi · Post by **marynwokedi** » Sat Oct 13, 2012 2:16 pm

@rpsarangi

how did ur PEO go?

rpsarangi · Post by **rpsarangi** » Sun Oct 14, 2012 11:03 am

PEO was excellent. Everything went swift and I am fully satisfied with their service.
Approval letter given same day and BRP reached within 2 days.

Thanks all the members for the support and help..
This forum is really helpful.
Thank you god ..

prabu11 · Post by **prabu11** » Mon Oct 15, 2012 10:55 am

rpsarangi wrote:PEO was excellent. Everything went swift and I am fully satisfied with their service.
Approval letter given same day and BRP reached within 2 days.

Thanks all the members for the support and help..
This forum is really helpful.
Thank you god ..

Hi Rpsarangi

Well done on your application success. Hope you don't mind answering these questions. I am planning to apply very soon. Confused as regards going myself or through an advisor (reason being no appointment available).

1. For self employed, did they consider the letter relating to net after tax or otherwise?
2. What letters did they take or do not take?
3. Did they ask for employer liability insurance?
4. Did they ask for client declaration?
5. Which PEO did you attend?

Questions 3 and 4 are because I do not have them. Pls suggest

Thanks

rpsarangi · Post by **rpsarangi** » Tue Oct 16, 2012 12:18 am

Attended PEO croydon.
They didnt ask for Insurance documents.
They took all the letters I gave them.
Client declaration letter was with accountant letter so they took that as well.
I went myself.

Johnwoo · Post by **Johnwoo** » Tue Oct 16, 2012 6:33 am

Hi Rpsarangi ,
Could you please share indepth expirence at peo
At peo expirence page. It is great help for people lile me
We can learn from your expirence

John

rpsarangi · Post by **rpsarangi** » Tue Oct 16, 2012 10:53 am

Done it.

Thank you all members for all for the support and help.

Thank you god.

Good luck.

sam52 · Post by **sam52** » Tue Oct 16, 2012 10:55 am

rpsarangi wrote:Hi members I have an PEO after 2 Days , Applying for Tier 1 General Extension ( employed + selfemployed)

Employed:
1.Personal bank statement
2.Salary slips
3. 2 salary slip was missing so have taken a printout of that online in office headed paper stamped and signed by manager.
4.Letter from manager stating that about the 2 pay slip thats true copy stamped and signed in letter head.
Other:
5. Letter from manager in headed paper stating the gross and net salary stamped and signed.

Selfemployed:
1. Accountant letter gross and net profit.
( he has mentioned my net after tax and class 4 NI as well)
2.Invoice explanation and payment summaries.
3.Profit and loss statement.
( he has mentioned my net after Tax and class4 NI as well)
4.Balance sheet
5.Client declaration.
6.Letter from HMRC stating my UTR number
7.SA302 for 2011-12( filed not paid as dealing to pay is 31st january 2013.)
8.Class 2 NI contribution bill of may 2012 ,thats my latest as the October one has not come.
9.Invoices stamped and signed by me
10.Business bank statement

Additional Documents:
1.Employer Liability Insurance
2.Public liability insurance

Please comment if I am missing anything? and 1 question is that I pay NI class 2 Quartely , the bill that I have is of may which is paid but the recent bill has not come yet from HMRC as its gets generated on 10th and gets posted afetr that.. is that a problem.

please comment if I am missing anything..

Hi, Can anyone please advice if the invoice explanation and payment summary necessary for above case of self employed ( sole trader)? Please help.Urgent.Thanks.

rpsarangi · Post by **rpsarangi** » Tue Oct 16, 2012 11:00 am

Yes it is an important part of the accountant letters.

But I think that if you are providing the invoices then that becomes auxiliary. But it is always a good practice to give that as that is mentioned in the guidelines.

sam52 · Post by **sam52** » Tue Oct 16, 2012 11:36 am

rpsarangi wrote:Yes it is an important part of the accountant letters.

But I think that if you are providing the invoices then that becomes auxiliary. But it is always a good practice to give that as that is mentioned in the guidelines.

thanks for the reply mate.

My accountant has given the letter about gross/net etc and also mentioned period of earning, gave financial statements, however since the number of transactions are more, he did not mention transaction wise breakup of amount received and dates on which received. I am submitting invoices and bank statement(highlighted the amounts) along with these. Do you think it would be good enough to verify the earnings.Anxious

Rakesh_Raj · Post by **Rakesh_Raj** » Wed Oct 17, 2012 10:39 pm

rpsarangi wrote:Hi members I have an PEO after 2 Days , Applying for Tier 1 General Extension ( employed + selfemployed)

Employed:
1.Personal bank statement
2.Salary slips
3. 2 salary slip was missing so have taken a printout of that online in office headed paper stamped and signed by manager.
4.Letter from manager stating that about the 2 pay slip thats true copy stamped and signed in letter head.
Other:
5. Letter from manager in headed paper stating the gross and net salary stamped and signed.

Selfemployed:
1. Accountant letter gross and net profit.
2.Invoice explanation and payment summaries.
3.Profit and loss statement.
4.Balance sheet
5.Client declaration.
6.Letter from HMRC stating my UTR number
7.SA302 for 2011-12( filed not paid as dealing to pay is 31st january 2013.)
8.Class 2 NI contribution bill of may 2012 ,thats my latest as the October one has not come.
9.Invoices stamped and signed by me
10.Business bank statement

Additional Documents:
1.Employer Liability Insurance
2.Public liability insurance

Please comment if I am missing anything? and 1 question is that I pay NI class 2 Quartely , the bill that I have is of may which is paid but the recent bill has not come yet from HMRC as its gets generated on 10th and gets posted afetr that.. is that a problem.

please comment if I am missing anything..

Hi Can you please tell me "What is Client declaration" and why its required.
Thank you

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Final Document Check for PEO.

Final Document Check for PEO.

Looks fine..

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Re: Final Document Check for PEO.

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