• 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 2026.

    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:

    • 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 2025 to 5th April 2026.

  • About you

    Please fill in your personal details.

  • 1 of 20

  • Directorships

    From 2025/26, there are new mandatory filing requirements whereby you need to disclose to HMRC all the companies which you are a director of. Furthermore, where this is a ‘close company’, we must disclose this together with shareholding & dividend information relating to each specific business which you are a director of.

    Please read this information to help you complete this section:

    • It is important that you add all Companies which you are a director of, as there are new penalties for non-disclosure.
    • Although the term is called ‘close companies’, this does not refer to companies that have been closed. The broad definition of ‘Close Companies’ is explained by HMRC here: HMRC definition
    • Please list all companies, even if we are already aware of these as your accountants.

    Please list all directorships below:

  • Do you have any directorships within the tax year?*
    • First Directorship 

    • First Directorship

    • Did you receive dividends from this company?*

    • * Please include these dividend amounts on the dividend page later in this questionnaire

    • Did you receive any salary from this company?*

    • * Please include this salary amount on the salary page later in this questionnaire

    • If the directorship ceased during the year, please enter this here
       - -
    • Second Directorship 

    • Second Directorship

    • Did you receive dividends from this company?*

    • * Please include these dividend amounts on the dividend page later in this questionnaire

    • Did you receive any salary from this company?*

    • * Please include this salary amount on the salary page later in this questionnaire

    • If the directorship ceased during the year, please enter this here
       - -
    • Third Directorship 

    • Third Directorship

    • Did you receive dividends from this company?*

    • * Please include these dividend amounts on the dividend page later in this questionnaire

    • Did you receive any salary from this company?*

    • * Please include this salary amount on the salary page later in this questionnaire

    • If the directorship ceased during the year, please enter this here
       - -
    • Fourth Directorship 

    • Fourth Directorship

    • Did you receive dividends from this company?*

    • * Please include these dividend amounts on the dividend page later in this questionnaire

    • Did you receive any salary from this company?*

    • * Please include this salary amount on the salary page later in this questionnaire

    • If the directorship ceased during the year, please enter this here
       - -
    • Fifth Directorship 

    • Fifth Directorship

    • Did you receive dividends from this company?*

    • * Please include these dividend amounts on the dividend page later in this questionnaire

    • Did you receive any salary from this company?*

    • * Please include this salary amount on the salary page later in this questionnaire

    • If the directorship ceased during the year, please enter this here
       - -
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    • 2 of 20

  • Salary

  • Do you have any salaried employment within the tax year outside of any business serviced by Integro?*

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

    • First Employer 

    • First Employer

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    • Benefits in Kind

    • Have you received any benefits in kind such as a company car or private medical insurance?*
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    • Do you have any expenses that you wish to claim that have not been reimbursed by your employer?*
    • Second Employer 

    • Second Employer

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    • Benefits in Kind

    • Have you received any benefits in kind such as a company car or private medical insurance?*
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    • Do you have any expenses that you wish to claim that have not been reimbursed by your employer?*
    • Third Employer 

    • Third Employer

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    • Benefits in Kind

    • Have you received any benefits in kind such as a company car or private medical insurance?*
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    • Do you have any expenses that you wish to claim that have not been reimbursed by your employer?*
    • Fourth Employer 

    • Fourth Employer

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    • Benefits in Kind

    • Have you received any benefits in kind such as a company car or private medical insurance?*
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    • Do you have any expenses that you wish to claim that have not been reimbursed by your employer?*
    • Fifth Employer 

    • Fifth Employer

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    • Benefits in Kind

    • Have you received any benefits in kind such as a company car or private medical insurance?*
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    • Do you have any expenses that you wish to claim that have not been reimbursed by your employer?*
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    • 3 of 20

  • Business Income - Self-Employed/Sole Trader

  • Do you have any self employed income?*
  • Do you use software to keep records for this business?*
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  • Does your accountant have access to this software?*
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  • 4 of 20

  • UK Dividend Income

  • Do you have UK dividend income?*
  • Are these dividends solely from a company serviced by Integro?*
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    • 5 of 20

  • 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. 

  • Do you have interest income from personal bank or building society accounts?*
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    • 6 of 20

  • Pension Income

  • Do you receive a state pension? Please note that the state pension is paid every 4 weeks rather than monthly. Please enter the total amount received for the year*
    • State Pension 

    • State Pension Received

      Supply details of total state pension income received.

    • Private Pension  
    • Do you receive pension income from a private pension?*
    • First Pension 

    • First Pension

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    • Second Pension 

    • Second Pension

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    • Third Pension 

    • Third Pension

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    • Fourth Pension 

    • Fourth Pension

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    • Fifth Pension 

    • Fifth Pension

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    • Page Number 

    • 7 of 20

  • 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.

  • Do you have income from rental property?*
    • First Property 

    • First Property

    • Type of Property*

    • † Gross rent before any management deductions

    • Second Property 

    • Second Property

    • Type of Property*

    • † Gross rent before any management deductions

    • Third Property 

    • Third Property

    • Type of Property*

    • † Gross rent before any management deductions

    • Fourth Property 

    • Fourth Property

    • Type of Property*

    • † Gross rent before any management deductions

    • Fifth Property 

    • Fifth Property

    • Type of Property*

    • † Gross rent before any management deductions

    • Page Number 

    • 8 of 20

  • 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.

  • Have you made any disposals liable to capital gains tax?*
    • First Disposal 

    • First Disposal

    • Date of Acquisition
       - -
    • Date of Sale
       - -
    • Second Disposal 

    • Second Disposal

    • Date of Acquisition
       - -
    • Date of Sale
       - -
    • Third Disposal 

    • Third Disposal

    • Date of Acquisition
       - -
    • Date of Sale
       - -
    • Fourth Disposal 

    • Fourth Disposal

    • Date of Acquisition
       - -
    • Date of Sale
       - -
    • Fifth Disposal 

    • Fifth Disposal

    • Date of Acquisition
       - -
    • Date of Sale
       - -
    • Documents and Page number 
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    • 9 of 20

  • 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
  • Have you received income from these sources?*
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  • 10 of 20

  • 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.

  • Did you or your spouse/ partner receive any child benefit?*

  • 11 of 20

  • Student Loans

  • Do you have any outstanding loans?*
  • Please select all loans that apply- you may have more than one type of loan

  • 12 of 20

  • 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.

  • Did you make any lump sum or regular contributions personally?*
  • Did you make any net contributions via your employment? Please note that this does not include salary sacrifice payments.*
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  • 13 of 20

  • Gift Aid

    Only include donations that were gift aided and donated personally.

  • Did you make any personal gift aid contributions?*

  • 14 of 20

  • UK Tax Residency

  • Were you a UK tax resident for the whole of the tax year?*

  • 15 of 20

  • Foreign Income

  • Do you have foreign income?*
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  • 16 of 20

  • Investments

  • Have you made qualifying investments such as EIS/VCT/SEIS during the tax year?*
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  • 17 of 20

  • 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).

  • Have you transferred any personal allowance to your spouse?*
  • Has your spouse transferred any personal allowance to you?*

  • 18 of 20

  • Any other information

    Please provide any further details that you feel are relevant to your 2025/26 personal tax return.

  • 19 of 20

  • Declaration

    Please ensure that the questionnaire is completed fully and as accurately as possible. All relevant income details must be provided in full. Estimates should not be included, as they may lead to delays and increase the risk of inaccuracies.

    We would also like to remind you that responsibility for the tax return, including the accuracy and completeness of all figures disclosed, rests with you. Any omission or non-disclosure of information that results in penalties will remain your responsibility.

     

  • I confirm that the questionnaire is complete to the best of my knowledge.*

  • 20 of 20

  • Should be Empty: