self assessment

Self Assessment Information Request

Name
Address

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

              2.Self Employed Income

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                If you are a sole trader, please attach the bank statements from April to March of the tax year.
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                  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)
                  DD slash MM slash YYYY
                  If you claimed SEISS grant, please specify the dates and amounts claimed.

                  3.Pension

                  State Pensions Received during the Tax year
                  Pensions provider
                  Private Pensions Received
                  Amount
                   
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                    4. Investment Income

                    Bank Interest
                    Bank Name
                    Amount
                     
                    If it's a joint bank account, please enter 50% of the interest received.
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                      Bank, Building society interest etc
                      Any interest earned by your children
                      Under the age of 18, where the source of deposit was from yourselves
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                        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.
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                            Please attach the Excel working sheet emailed to you. (if you don't have property income, please ignore this field)
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                              5. Capital Gains

                              Disposal of Stocks and Shares
                              Purchased Date
                              Purchase costs
                              Sales proceeds
                              Costs related to sales
                               
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                                Disposal of residential Property
                                Purchase Date
                                Cost of the Property
                                Other costs - Purchase
                                Sales Proceeds
                                Other costs - Sales
                                PPR
                                 
                                If you ever used this as your main residence, please select YES for the PPR field and provide information in the box below.
                                Did you declare and pay Capital Gains tax to HMRC already
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                                  If you have used this as your main residence during the period of ownership, please provide the dates you lived in this property.
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                                    Completion statement etc
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                                      6. Tax Reliefs and Charges

                                      Payments to Charities
                                      Is this a UK registered Charity
                                      Name of the Charity
                                      Amount
                                       
                                      Do you want to claim Marriage Allowance?
                                      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.
                                      If your total income is less than £50,000 you can ignore this field.

                                      7.Other

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                                            Signature(Required)
                                            DD slash MM slash YYYY
                                            Consent(Required)
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