Tax Return Questionnaire

We recommend having the following documentation to hand before starting.
- Any of these forms from employment P45/P60/P11d
- Interest statements from your bank
- Details of child benefit income received by you or your partner
This form allows you to scroll between sections without losing any of the information you have entered. However, should you click out of this page you will lose all the data you’ve entered.

Please include N/A for any mandatory fields not applicable to you.

This questionnaire covers the tax year from the 6th April 2023 to the 5th April 2024.
About you

Please fill in your personal details.
Name*
Company Name*
Sender (Email)*
Phone
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INCOME

During your latest tax year, please confirm if you have received any personal income from the following sources. For all areas not applicable, please leave blank.

Salary Employment within the tax year outside of your own Limited Company

Provide details on your P60/P45. Record your salary, tax deducted and any details on your P11D showing your benefits of employment. Include here the name and address of your previous employers as well as the PAYE reference for them in the boxes below.
Do you have salaried employment income within this tax year, outside of your Limited Company?*

YesNo
Salary Employment within the tax year outside of your own Limited Company

First Employer
First Employer
Name of Employer
First Employer Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
PAYE reference
Income per P60 /P45
Tax deducted per P60 /P45
P11D Details
Health Insurance
Pension Payments
Company Car
Student Loans
If this employment ceased/began during the tax year, please enter the date:

DayMonthYear
Other

Second Employer
Second Employer
Name of Employer
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
PAYE reference
Income per P60 /P45
Tax deducted per P60 /P45
P11D Details
Health Insurance
Pension Payments
Company Car
Student Loans
If this employment ceased/began during the tax year, please enter the date:

DayMonthYear
Other

Third Employer
Third Employer
Name of Employer
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
PAYE reference
Income per P60 /P45
Tax deducted per P60 /P45
P11D Details
Health Insurance
Pension Payments
Company Car
Student Loans
If this employment ceased/began during the tax year, please enter the date:

DayMonthYear
Other

Fourth Employer
Fourth Employer
Name of Employer
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
PAYE reference
Income per P60 /P45
Tax deducted per P60 /P45
P11D Details
Health Insurance
Pension Payments
Company Car
Student Loans
If this employment ceased/began during the tax year, please enter the date:

DayMonthYear
Other

Fith Employer
Fith Employer
Name of Employer
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
PAYE reference
Income per P60 /P45
Tax deducted per P60 /P45
P11D Details
Health Insurance
Pension Payments
Company Car
Student Loans
If this employment ceased/began during the tax year, please enter the date:

DayMonthYear
Other

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Other UK Dividend Income

Supply details of dividend income received from any company other than your own.

If shares have been purchased this year please provide a copy of your share certificate/details of the shareholding to us.
Do you have UK dividend income, other than that from your Limited Company?*

YesNo
Supply details of dividend income received from any company other than your own.
(If shares have been purchased this year please provide a copy of your share certificate/details of the shareholding to us.)
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Personal Bank/Building Society interest received
Do you have interest income from personal bank or building society accounts?*

YesNo
All personal bank account interest must be recorded. Please do not include interest from ISAs. For all joint accounts please only include your 50% share of interest.
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Pension Income Received

Supply details from P60’s for pension income received.

If you have more than 3 pensions please contact your accountant with further details.
Do you have income from pensions?*

YesNo
Number of Pensions

State Pension Received

Supply details of total state pension income received.
Total Received
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Social Security Income

Supply details of income received, i.e. jobseekers allowance.

If you have a P45 or P60 from the jobcentre, please send a copy of this directly to your accountant.
Do you have income from social security? E.g. job seekers’ allowance*

YesNo
Type
Amount Received
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Rental Income

Include details of the rent received for the property and all expenses incurred. If jointly owned, please include your share only - typically this defaults to 50% of the property owned.

If the income is received from renting a room in your main property, please provide details in the 'Other' box below.

If you have more than 3 rental properties please contact your accountant with further details.
Do you have income from rental property?*

YesNo
Number of Properties
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First Property
First Property
Address

Street Address

Street Address Line 2

CityCounty / State / Region

Postal / Zip CodeCountry

Second Property
Second Property
Address

Street Address

Street Address Line 2

CityCounty / State / Region

Postal / Zip CodeCountry

Third Property
Third Property
Address

Street Address

Street Address Line 2

CityCounty / State / Region

Postal / Zip CodeCountry

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Capital Gains

Include details of any assets sold during the year, we will require the purchase and disposal details of each asset. This could include the sale of shares or crypto currency.

This does not include any company assets, main residence, motor vehicles, or assets with a value of less than £6,000.
Have you made any disposals liable to capital gains tax?*

YesNo
Number of Disposals

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Business Income - Self-Employed/Sole Trader

Includes any self-employed activity (not income from your Limited Company).
Do you have any self employed income?*

YesNo
This is income as a sole trader; not through your Limited company
Name of Business
Total Income
Total Expenses
Already been provided

If the above information has already been provided to your accountant please tick here
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Child Benefit Income

Include all details of child benefit income received during the tax year by you or your partner.

A charge may arise if you or your partner receives child benefits. The charge is levied on the higher rate tax payer, regardless of who receives the benefit.
Did you or your spouse/ partner receive any child benefit?*

YesNo
How much child benefit in total did you receive in the tax year?
How many children was this for?
Please include any additional notes related to your child benefit:
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Personal Pension Payments - Payments made personally

Only personal pension payments should be included here. We ask that all pension payments/contributions made through your employer are excluded from this section.
Did you make any contributions personally to a pension?*

YesNo
Provider
Contract Number
Net amount paid
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Gift Aid

Only include donations that were gift aided and donated personally and not through your Limited Company.
Did you make any personal gift aid contributions?*

YesNo
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Residency

Only include the dates applicable to this tax year.
Were you an UK resident for the whole of the tax year?*

YesNo
Date arrived in the UK

DayMonthYear
Date left the UK

DayMonthYear
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Any other information

Please provide any other income or outgoings that you think may be relevant.
Other Information
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Declaration
I confirm that the questionnaire is complete to the best of my knowledge.**

I confirm that the above questionnaire is complete to the best of my knowledge.*
When you submit this form a copy will be sent to your accountant who may be in contact should they require further information. Should you have any further enquiries please email your accountant directly.
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Should be Empty:

About you

INCOME

First Employer

Second Employer

Third Employer

Fourth Employer

Fith Employer

Other UK Dividend Income

Personal Bank/Building Society interest received

Pension Income Received

First Pension

Second Pension

Third Pension

State Pension Received

Social Security Income

Rental Income

First Property

Second Property

Third Property

Capital Gains

First Disposal

Second Disposal

Third Disposal

Business Income - Self-Employed/Sole Trader

Child Benefit Income

Student Loans

Personal Pension Payments - Payments made personally

Gift Aid

Residency

Any other information

Declaration