Self Assessment Information Request

Name

First Last

UTR Number

NI Number

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

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

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Accepted file types: jpg, png, pdf, Max. file size: 50 MB.

P11D

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Accepted file types: jpg, png, pdf, Max. file size: 50 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)

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Max. file size: 50 MB.

P11D (2nd job)

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Max. file size: 50 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)

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Max. file size: 50 MB.

P11D (3rd job)

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Max. file size: 50 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.

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

Yes

2.Self Employed Income

Bank Statement for the Tax Return period

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Accepted file types: jpg, png, pdf, Max. file size: 50 MB.

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

Bank Statement for the Tax Return period

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Accepted file types: xls, xlsx, Max. file size: 50 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.Pension

State Pensions Received during the Tax year

Yes

Amount

Pensions provider

Private Pensions Received

Amount

Documents related to Pensions

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Accepted file types: jpg, png, pdf, Max. file size: 50 MB.

4. Investment Income

Bank Interest

Bank Name

Amount

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

Certificate of Interest earned on all accounts

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Accepted file types: jpg, png, pdf, Max. file size: 50 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

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Accepted file types: jpg, png, pdf, Max. file size: 50 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, Max. file size: 50 MB.

Details of any Life Policies Surrendered

Property Income

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Accepted file types: jpg, png, pdf, Max. file size: 50 MB.

Please attach the Excel working sheet emailed to you. (if you don't have property income, please ignore this field)

Life Policies etc

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Accepted file types: jpg, png, pdf, Max. file size: 50 MB.

5. Capital Gains

Disposal of Stocks and Shares

Purchased Date

Purchase costs

Sales proceeds

Costs related to sales

Please attach documents related to disposal of stocks and shares

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Accepted file types: jpg, png, pdf, Max. file size: 50 MB.

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

Yes

Details of the capital gains paid already

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Accepted file types: jpg, png, pdf, Max. file size: 50 MB.

Details of PPR

If you have used this as your main residence during the period of ownership, please provide the dates you lived in this property.

Documents related to the disposal of your property

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Accepted file types: jpg, png, pdf, Max. file size: 50 MB.

Completion statement etc

Details of any other capital disposals

Documents related to other capital disposals

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Accepted file types: jpg, png, pdf, Max. file size: 50 MB.

6. Tax Reliefs and Charges

Details of all gifts made in the year (over £250)

Payments to Charities

Is this a UK registered Charity

Name of the Charity

Amount

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.

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.

7.Other

Copies of any self-employment accounts prepared

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Accepted file types: jpg, png, pdf, Max. file size: 50 MB.

Copies of any HMRC correspondence

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Accepted file types: jpg, png, pdf, Max. file size: 50 MB.

Any other documents relevant to your tax return

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Accepted file types: jpg, png, pdf, Max. file size: 50 MB.

Signature(Required)

First Last

Date(Required)

Consent(Required)

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

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Self Assessment Information Request

1. Employment

2.Self Employed Income

3.Pension

4. Investment Income

5. Capital Gains

6. Tax Reliefs and Charges

7.Other

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