By completing this questionnaire you are providing details to your dedicated accountant to enable them to prepare your personal tax return, also known as a self assessment tax return.
Please complete each section of the questionnaire confirming your personal return details. If you have any questions please contact your point of contact.
Feel free to use the 'Any other information' box at the end of the questionnaire for any additional information.
During the tax year period as selected above please confirm if you have received personal income from the following sources:
Please provide details from P60s/P45s, other than from the Limited Company we act for, recording your salary and the tax deducted, and form P11D which shows your benefits and expenses and details of any business miles covered in any company vehicle. Please provide the name and address of your previous employers as well as the PAYE reference for them in the boxes below. Please include any student loan deductions within the other box and state that they relate to student loans.
NOTE: If you complete this box, YOU MUST complete the whole "OTHER EMPLOYMENT 2" section. Otherwise, leave blank.
Please provide details from P60s, other than from the Limited Company we act for, recording your salary and the tax deducted, and form P11D which shows your benefits and expenses and details of any business miles covered in any company vehicle. Please provide the name and address of your previous employers as well as the PAYE reference for them in the boxes below. Please include any student loan deductions within the other box and state that they relate to student loans.
IMPORTANT - We will not complete this part if it is left blank.
Please supply details of dividend income received from any company OTHER THAN your own Ltd Co.
All personal bank account interest must be recorded. Please do not include interest from ISAs. If account held jointly please only include your share of the interest.
Please supply details of P60s for pension income received.
Please supply details of income received such as jobseekers allowance / maternity allowance. Please note not maternity allowance received directly from social security.
Please complete details of the rents received and expenses incurred. If a jointly owned property only show your share.
If the income is received from letting of furnished rooms in your only (or main residence), please supply details.
Please give details of any assets sold during the year. We will require the date of contracts to purchase and sell assets, the cost of purchase and sale proceeds received and details of any associated purchase or sale cost. This does not include any Company assets, main residence, motor vehicles, or assets with a value of less than £6000.
Please give details here if you closed your Limited Company during the tax year including name of company and date of closure.
Includes any self employed activities (not income from your Limited Company). Please supply accounts in respect of any of these activities unless we have already prepared or will be preparing accounts.
Please give details of your child benefit during the tax year.
Please also confirm how much child benefit you/your partner received during the previous tax year and how many children this was for?
Please include any additional notes related to your child benefit.
During the tax year period as selected above please confirm details for any relief or deductions and claims from the following sources:
Please note Student Loans are repayable once total income including dividends exceeds £17,775
Please forward details of PP payments made. Note that we do not need details of Executive Pension Schemes. Do NOT include any contributions made by the Company.
Please provide details of amounts paid to charity.
If yes, please confirm why:
If yes, please provide details:
You may be contacted for further confirmation. When you submit this form a copy will be sent to the relevant point of contact and a confirmation email will also be sent to you to acknowledge receipt.