Tax Return Questionnaire

Completing this questionnaire will help ensure we have all the relevant information for your tax return.

Please use the comments box for any other information you think is relevant.

Name *:

Email Address *:

Have you changed marital status? * If yes, please provide details in comments box below

Yes No

Do you have a Student Loan? *

Yes - Plan A Yes - Plan B No

Were you employed in the year? * If yes please provide P60/P45 and P11D (if applicable)

Yes No

Were you self employed? * Either as a sole trader or in a partnership

Yes No

Were you a CIS contractor? * If yes please provide CIS vouchers

Yes No

Did you receive or cash in a pension? * Including state pension

Yes No

Did you receive any state benefits or allowances? * State benefits or allowances received, during the tax year. Jobseekers allowance. Child Benefit received by you or your partner (including any paid to someone else for a child, that lives with you), the number of children this was applicable to and your partners income and the date it ceased if applicable.

Yes No

Did you receive any income from property? * Details of any rental income, rental statements and mortgage statements for the tax year including interest paid.

Yes No

Did you receive any bank or other interest? * Interest received on any accounts from statements or certificates of interest received from your bank. Please indicate any Joint Accounts and enter Your Share of the income. (Include any interest received from PPI repayments)

Yes No

Did you receive any dividends? * You can ignore your own company

Yes No

Did you receive any foreign income? *

Yes No

Did you receive any income from Life insurance policies *

Yes No

Any other income not covered above? *

Yes No

Did you make any capital asset disposals? * This can include shares, property and life assurance investment bonds

Yes No

Did you pay any professional subscriptions? * Ignore any already claimed in your business

Yes No

Did you make payments into a pension scheme? *

Yes No

Did you make any gift aid payments? *

Yes No

Did you subscribe to any EIS/SEIS or VCT shares? *

Yes No

Did you make any IHT gifts over £250? *

Yes No

Does your spouse use all of their personal allowance? *

Yes No

Comments based on answers above

Enter the number above