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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.