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    Section 1 - About you

    First Name (required)

    Surname (required)

    Date of Birth (required)

    Day:

    Month:

    Year:

    National Insurance Number (required)

    Self Assessment UTR (required)

    Full Address (required)

    Postcode (required)

    Telephone Number (required)

    Email Address (required)

    Section 2 – Employment

    Employer Name

    PAYE Reference

    Start Date

    Day:

    Month:

    Year:

    End Date

    Day:

    Month:

    Year:

    Gross Pay

    Tax Deducted

    Please provide a copy of P45/P60

    Other Employment if Applicable

    Employer Name

    PAYE Reference

    Start Date

    Day:

    Month:

    Year:

    End Date

    Day:

    Month:

    Year:

    Gross Pay

    Tax Deducted

    Please provide a copy of P45/P60

    Section 3 – Self Employment (CIS)

    Trading Name

    Start Date

    Day:

    Month:

    Year:

    End Date

    Day:

    Month:

    Year:

    Income

    Expenses

    CIS Deductions Made

    Please provide copies of income and expenses

    Section 4 – Pensions

    Pension Name

    PAYE Reference

    Start Date

    Day:

    Month:

    Year:

    End Date (If applicable)

    Day:

    Month:

    Year:

    Gross Pay

    Tax Deducted

    Please provide copies of P60

    Section 5 – Rental Income

    Details of Property

    Percentage Owned

    Start Date

    Day:

    Month:

    Year:

    End Date (If applicable)

    Day:

    Month:

    Year:

    Income

    Expenses

    Please provide copies of income and expenses

    Section 6 – Bank Interest

    Bank Name

    Account Number

    Interest Amount

    Tax Deducted at source

    please provide interest voucher

    Section 7 – Dividend Income

    Company Name

    State monthly/annual payment

    Gross Dividend

    Tax Credit

    Please include dividend vouchers

    Section 8 – Foreign Income

    Company Name

    Income Type

    Received

    Tax deducted at source

    please provide interest/dividend voucher

    Section 9 - Student Loans

    Do you have a Student Loan

    YesNo

    If Yes please provide any information regarding amounts already paid in the year at source.

    Section 10 - Other Income

    Do you have any other sources of taxable income which you need to advise us of?

    YesNo

    If yes, please provide information below:

    Section 11 – Charitable Donations

    Company Name

    Frequency Of Donations

    MonthlyAnnual

    Amount Paid

    Please provide supporting information

    Section 12 – Pension Contributions

    Company Name

    Frequency Of Payments

    MonthlyAnnual

    Amount Paid

    Please provide supporting information

    Thank you for taking the time to complete this form to ensure that your Self-Assessment Tax Return can be completed correctly.

    After you have submitted the form, we will be in touch to discuss the tax calculation and request approval from you for the submission of your Self-Assessment Tax Return.