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Name*
Email Address*
NI Number*
UTR*
Are you a UK tax resident? YesNo
Which country are you a tax resident of?
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Do you have employment income? YesNo
Employer name
Do you have any additional employment income? YesNo
Additional employer name
Have you received any employment benefits? YesNo
Are you a director of a limited company? YesNo
Company name
Have you taken any dividends from the company? YesNo
Income from state benefits such as state pension? YesNo
Please provide details
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Did you have any rental income from UK property? YesNo
How many properties
Gross rental income (£)
Total expenses (£)
Breakdown of expenses
Mortgage interest for the year (£)
Did you have any income as a sole trader? YesNo
What are the business activities?
Gross income (£)
Is this income CIS? YesNo
Have you earned any UK dividends? YesNo
Dividends taken (£)
Shareholding (%)
Did you receive personal interest from UK banks and building societies? YesNo
Amount of interest earned in the tax year (£)
Did you have any foreign income/profit? YesNo
Any additional income? YesNo
Did you sell any UK assets which need to be reported as a capital disposal? YesNo
Type of asset
Date bought
Cost (£)
Date sold
Amount it was sold for (£)
Did you make any personal payments into a private pension scheme? YesNo
Amount paid (£)
Are you liable for student loan? YesNo
Loan plan —Please choose an option—Plan 1Plan 2Plan 4Plan 5Postgraduate
Does your household receive Child Benefit payments? YesNo
Are you the higher earner in the household? YesNo
Amount of Child Benefit payments received (£)
Have you made any charitable donations via Gift Aid? YesNo
Total amount of Gift Aid payments made (£)
Do you wish to claim any EIS/SEIS relief? YesNo
Did you make any payments on account to HMRC? YesNo
Anything else we should know?
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