• Self Assessment Online Form

  • 1. Did you receive employment income?*
  • My annual income was above £150,000*
  • 2. Did you receive property income from the UK and/or from abroad over £1,000? *
  • Do you have any income from property let jointly?*
  • Did you rent out a room in your house?*
  • 3. Did you earn income as self-employed? If yes, was your turnover more than £1,000 in total from all self-employments?*
  • 4. Did you receive any interest from UK and/or overseas banks, excluding ISA accounts?*
  • 5. Did you receive any dividends from UK companies or other foreign dividends?*
  • 6. Did you make investments in VCT, EIS, SEIS shares? *
  • 7. Do you have a student loan?*
  • 8. Were you or your partner (if applicable) entitled to receive Child Benefit?*
  • Was your entitlement for Child Benefit for the whole Tax Year for each child?*
  • 9. Did you sell a property in the UK and/or Overseas?*
  • 10. Did you pay into a personal pension scheme in the tax year?*
  • 11. Are you a director of a company?*
  • 12. Are you required to make a late tax return submission?*
  • 13. Did you file a tax return in the previous tax year?*
  • 14. Do you have overdue tax liabilities from previous tax year?*
  • 15. Did you donate to a registered UK charity?*
  • 16. Did you trade with Cryptoassets?*
  • 17. Did you arrive in the UK from abroad?*
  • Date you first came to live in the UK*
     - -
    2 digit day, 2 digit month, 4 digit year
  • 18. Did you leave the UK to live in another country?*
  • Date you left the UK*
     - -
    2 digit day, 2 digit month, 4 digit year
  • 19. Did you receive foreign income?*
  • Please upload your documents as listed below:*
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  • After completion of this online form, please send any additional records within 3 working days.

    It is important to receive your tax data by our requested deadline to ensure timely submission.

    Please upload your documents to share with us securely via this online form or via our WeTransfer link provided below.

    https://chartaccountancy.wetransfer.com/

    If you prefer to communicate via email and accept the associated risks, you may send your documents directly to team@chartaccountancy.com.

    Should you wish to discuss any aspect of your tax affairs, please don’t hesitate to email: team@chartaccountancy.com

     

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