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Please use these checklists to ensure all the relevant information is uploaded to your Money Bee client portal.

Self Assessment
Personal Information Needed

Self Assessment

Property Rental 

Information Needed

Self Assessment
Business Information Needed

Please use these templates to nominate your primary residence if you are living in JRA (link to blog here)

Letter of Nomination
(less than 2 years)


Letter of late Nomination
(2 years or more)



Letter to ask for technician referral

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