Self Assessment Information Request

"*" indicates required fields

Name*

First Last

UTR Number*

NI Number*

Address*

Street Address Address Line 2 City ZIP / Postal Code Country

Email ID*

Phone*

Date of Birth*

Do you have Employment Income*

Yes

Do you have an outstanding Student Loan and this has to be notified to HMRC?*

Yes

Do you have any self-employed Income?*

Yes

Do you have any Rental Income?*

Yes

Have you received State Pensions during the tax year?*

Yes

Have you received Private Pensions during the tax year?*

Yes

Have you had any bank interest or dividend income during the tax year?*

Yes

Have you paid into a Charity, personal pension contribution or received any child benefits?*

Yes

Have you made any capital gains during the tax year?*

Yes

Have you received any Government Benefits?*

Yes

Do you have any foreign income ?*

Yes

Do you have any other income to declare and or any tax refunds from HMRC?*

Yes

1. Employment

If you have left the employment during the tax year, please attach the P45. If you received any Benefit in Kind, please attach the P11D.

Employment 1*

Yes

If Yes, please attach P60 / P45

Drop files here or

Accepted file types: jpg, png, pdf, Max. file size: 5 MB.

P11D

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Accepted file types: jpg, png, pdf, Max. file size: 5 MB.

Employment Related Expenses

Please provide details of any Employment related expenses [mileage, subscriptions, working from home (if you are working full time from home you can claim upto £26 per month) etc] - You can only claim this if this is incurred "wholly and exclusively, necessarily in the performance of your duties" and not reimbursed by the employer.

Employment Income (2nd job)*

Yes

If Yes, please attach P60 / P45 (2nd job)

Drop files here or

Accepted file types: pdf, doc, Max. file size: 5 MB.

P11D (2nd job)

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Max. file size: 5 MB.

Employment Related Expenses

Please provide details of any Employment related expenses (mileage, subscriptions, working from home etc) - You can only claim this if this is incurred "wholly and exclusively, necessarily in the performance of your duties" and not reimbursed by the employer.

Employment Income (3rd job)*

Yes

If Yes, please attach P60 / P45 (3rd job)

Drop files here or

Accepted file types: jpg, png, pdf, doc, Max. file size: 5 MB.

P11D (3rd job)

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Accepted file types: jpg, png, pdf, doc, Max. file size: 5 MB.

Employment Related Expenses

Please provide details of any Employment related expenses (mileage, subscriptions etc) - You can only claim this if this is incurred "wholly and exclusively, necessarily in the performance of your duties" and not reimbursed by the employer.

Which student loan repayment plan are you on?*

Have you made any Voluntary payments towards your student loan?*

Yes

Please confirm amount paid voluntarily towards the student loan.*

2.Self Employed Income

Name of Self-Employed Business*

Business Description*

Turnover - takings, fees, sales or money earned by your business

Costs of goods bought for re-sale or goods used

Car, van and travel expenses after private use proportion

Wages, salaries, and other staff costs

Rent, rates, power, and insurance costs

Accountancy, legal and other professional fees

Interest and bank and credit card etc. financial charges

Repairs and renewals of property and equipment

Telephone, fax, stationery and other office costs

Other allowable business expenses (client entertaining costs are not an allowable expense)

Bank Statement for the Tax Return period

Drop files here or

Accepted file types: jpg, png, pdf, doc, Max. file size: 5 MB.

If you are a sole trader, please attach the bank statements from April to March of the tax year.

Did you claim SEISS relief (Self Employment Income support scheme Grant)*

Yes

SEISS Grant details

If you claimed SEISS grant, please specify the dates and amounts claimed.

Amount Received

3. Rental Income

How many properties do you rent out?

Total rental income from the properties

If it's a joint property, please enter your proposition of the income only.

Rent, Rates, Insurance, Ground Rent etc.

If it's a joint property, please enter your proposition of the expenses only.

Property repairs and maintenance

If it's a joint property, please enter your proposition of the expenses only.

Loan interest, and other financial cost

If it's a joint property, please enter your proposition of the expenses only.

Legal, management and other professional fees

If it's a joint property, please enter your proposition of the expenses only.

Cost of services provided, including wages

If it's a joint property, please enter your proposition of the expenses only.

Other allowable property expenses

If it's a joint property, please enter your proposition of the expenses only.

4. State Pension

P60*

Accepted file types: pdf, doc, Max. file size: 5 MB.

Documents related to Pensions

Drop files here or

Accepted file types: jpg, png, pdf, doc, Max. file size: 5 MB.

5. Private Pension

P60*

Accepted file types: pdf, doc, Max. file size: 5 MB.

Documents related to Pensions

Drop files here or

Accepted file types: jpg, png, pdf, Max. file size: 5 MB.

6. Investment Income

Bank Interest*

Amount

If it's a joint bank account, please enter 50% of the interest received.

Certificate of Interest earned on all accounts

Drop files here or

Accepted file types: jpg, png, pdf, doc, Max. file size: 5 MB.

Bank, Building society interest etc

Any interest earned by your children

Yes

Under the age of 18, where the source of deposit was from yourselves

Interest Certificates or any other documents

Drop files here or

Accepted file types: jpg, png, pdf, doc, Max. file size: 5 MB.

Dividend Income*

Company

Amount

If your dividend income is only from the limited company owned by you, and if we are preparing your limited company accounts, you can leave the amount blank.

Dividend Vouchers etc

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Accepted file types: jpg, png, pdf, doc, Max. file size: 5 MB.

Details of any Life Policies Surrendered

Life Policies etc

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Accepted file types: jpg, png, pdf, doc, Max. file size: 5 MB.

7. Capital Gains

Nature of Disposal*

Disposal of Asset*

Purchase Date

Cost of Asset

Incidental Cost of Purchase

Sale Date

Sales Proceeds

Incidental Cost of Sale

If you ever used this as your main residence, please select YES for the PPR field and provide information in the box below.

Working File

Accepted file types: pdf, doc, Max. file size: 256 MB.

Please attach documents related to disposal of stocks and shares

Drop files here or

Accepted file types: jpg, png, pdf, Max. file size: 5 MB.

Details of any other capital disposals*

Documents related to other capital disposals

Drop files here or

Accepted file types: jpg, png, pdf, Max. file size: 5 MB.

8. Tax Reliefs and Charges

Have you paid into a UK Registered Charity*

Yes

Payments to Charities*

Name of the Charity

Amount

Contributions to Personal Pension Scheme/ Retirement Annuity*

Pension Provider

Amount

This amount contributed should be paid from your net salary. Please do not include your employer contributions.

Do you want to claim Marriage Allowance?*

Yes

Please note that 10% of your personal allowance can be given to your partner given that your partner is a low income earner or not using up all their personal allowance. You must be earning less than £50K to transfer this 10%. Please ask us if you are considering this option. If you or your partner is born before 1935 you could consider claiming Married couples allowance.

Do you or your partner receive Child Benefit?*

Yes

Do you or your Partner earn more than £50,000 per annum*

Yes

Details of Child Benefit received (how many children and total amount received during the tax period)*

If your total income is less than £50,000 you can ignore this field.

9. Government Benefits

Nature of Benefit Received

Amount

10. Foreign Income

Which country have you received the income from?*

Do you have any interest income and or other income from overseas savings*

Yes

Amount in GBP*

Do you have any dividends from foreign companies*

Yes

Amount in GBP*

Do you have any overseas pensions, social security benefits and royalties etc.*

Yes

Amount in GBP*

Do you have any employment, self-employment and other income on which you have paid foreign tax on?*

Yes

Amount in GBP*

Do you have any any foreign capital gains*

Yes

Amount in GBP*

11.Other

Have you received any tax refunds from HMRC*

Yes

Amount

Do you need to disclose any income from disguised remuneration avoidance schemes? If you received any disguised remuneration loans and they have not been fully repaid or you still owe tax on an amount outstanding on 5 April 2019, select "Yes"*

Yes

Have you received any disguised remuneration income as an Employee?*

Yes

Is the employer (or one of the employers) UK-based and still in existence?*

Yes

Has the employer (or one of the employers) either ceased, or, are they based offshore?*

Yes

Amount of non-PAYE disguised remuneration employment income:*

Have you received any disguised remuneration income whilst Self-employed?*

Yes

Are any of the self-employments continuing?*

Yes

Have any of the self-employments ceased?*

Yes

Copies of any self-employment accounts prepared

Drop files here or

Accepted file types: jpg, png, pdf, Max. file size: 5 MB.

Copies of any HMRC correspondence

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Accepted file types: jpg, png, pdf, Max. file size: 5 MB.

Any other documents relevant to your tax return

Drop files here or

Accepted file types: jpg, png, pdf, Max. file size: 5 MB.

12. Declaration

Signature*

First Last

Date*

Consent*

I confirm that the above answers are correct to the best of my knowledge.

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Name

This field is for validation purposes and should be left unchanged.

Self Assessment Information Request

1. Employment

2.Self Employed Income

3. Rental Income

4. State Pension

5. Private Pension

6. Investment Income

7. Capital Gains

8. Tax Reliefs and Charges

9. Government Benefits

10. Foreign Income

11.Other

12. Declaration

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