• The purpose of this questionnaire is to collect all relevant information we need to complete your personal tax return for the tax year ended 5th April 2025.

    Whilst some of the questions in the form will not be relevant to you, they serve as a prompt and for us to gain formal confirmation as to whether each type of income is relevant to you.

    A few tips from us before you start the questionnaire (as this has changed slightly from previous years):

    • You need to have all supporting documents to hand for each income type, e.g. P45, P60, P11D, interest statements etc. ready to upload.
    • Whilst you are able to scroll between sections within the form without losing any of the information you have entered/uploaded, you will lose all the data you have entered if you close or refresh this page.
    • Please include N/A for any mandatory fields not applicable to you. 
    • At the end of the form, you will be asked to declare that all information is accurate and complete and therefore please do not provide estimates or omit information.
    • This questionnaire covers the period 6th April 2024 to 5th April 2025.

  • About you

    Please fill in your personal details.

  • 1 of 19

  • Salary

  • Please upload all supporting documents relating to each employment during the tax year

    • First Employer 

    • First Employer

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Benefits in Kind

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Second Employer 

    • Second Employer

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Benefits in Kind

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Third Employer 

    • Third Employer

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Benefits in Kind

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Fourth Employer 

    • Fourth Employer

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Benefits in Kind

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Fifth Employer 

    • Fifth Employer

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Benefits in Kind

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Page Break 

    • 2 of 19

  • Business Income - Self-Employed/Sole Trader

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • 3 of 19

  • UK Dividend Income

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
    • Page Break 

    • 4 of 19

  • UK Interest

  • All personal bank account interest earned outside of an ISA must be recorded. For all joint accounts please only include your 50% share of the interest. Please also include any interest received on any compensation paid as a result of mis-sold finance products. 

    • Page Break 

    • 5 of 19

  • Pension Income

    • State Pension 

    • State Pension Received

      Supply details of total state pension income received.

    • Private Pension  
    • First Pension 

    • First Pension

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Second Pension 

    • Second Pension

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Third Pension 

    • Third Pension

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Fourth Pension 

    • Fourth Pension

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Fifth Pension 

    • Fifth Pension

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Page Number 

    • 6 of 19

  • 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.

    Please only include the interest charged on your mortgages and not any capital repayments as these are not tax deductible.

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

    • First Property 

    • First Property

    • † Gross rent before any management deductions

    • Second Property 

    • Second Property

    • † Gross rent before any management deductions

    • Third Property 

    • Third Property

    • † Gross rent before any management deductions

    • Fourth Property 

    • Fourth Property

    • † Gross rent before any management deductions

    • Fifth Property 

    • Fifth Property

    • † Gross rent before any management deductions

    • Page Number 

    • 7 of 19

  • Capital Gains

    Please include details of any assets sold during the year. We will require the acquisition and disposal details of each asset. This could include the sale of shares or crypto currency.

    This does not include any company assets, your main residence, personal motor vehicles or personal belongings with a value of less than £6,000.

    • First Disposal 

    • First Disposal

    •  - -
    •  - -
    • Second Disposal 

    • Second Disposal

    •  - -
    •  - -
    • Third Disposal 

    • Third Disposal

    •  - -
    •  - -
    • Fourth Disposal 

    • Fourth Disposal

    •  - -
    •  - -
    • Fifth Disposal 

    • Fifth Disposal

    •  - -
    •  - -
    • Documents and Page number 
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • 8 of 19

  • Social Security Income

     

    Please supply details of any income received from the following sources: 

    • Bereavement Allowance (previously Widow’s pension)
    • Carer’s Allowance or (in Scotland only) Carer Support Payment
    • Contribution-based Employment and Support Allowance (ESA)
    • Incapacity Benefit (from the 29th week you get it)
    • Jobseeker’s Allowance (JSA)
    • Widowed Parent’s Allowance
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • 9 of 19

  • High Income Child Benefit Charge

    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 benefit. If the charge applies, this is levied on the higher earner, regardless of who receives the benefit.

  • 10 of 19

  • Student Loans

  • 11 of 19

  • Personal pension contributions

    Please provide us with details of any pension contributions that you have made personally. These do not include salary sacrifice or employer contributions.

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • 12 of 19

  • Gift Aid

    Only include donations that were gift aided and donated personally.

  • 13 of 19

  • UK Tax Residency

  • 14 of 19

  • Foreign Income

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • 15 of 19

  • Investments

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • 16 of 19

  • Marriage Allowance

    If you and your spouse are both basic rate tax payers (total income less than £50,270 each) you may be able to transfer part of your personal allowance. Please note that this is only worthwhile if one of you earn less than the personal allowance (£12,570).

  • 17 of 19

  • Any other information

    Please provide any further details that you feel are relevant to your 2024/25 personal tax return.

  • 18 of 19

  • Declaration

    Please ensure that you have completed the questionnaire as accurately as possible. Please include all your relevant income details in full and do not provide estimates as this will cause delays and could lead to errors.

  • 19 of 19

  • Should be Empty: