UK Tax Return Questionnaire

Name

Full name on passport

Company Name

If no company enter 'none'

Email

Phone

Address

Date of Birth

DD/MM/YYYY

National Insurance No.

Unique Tax Reference

e.g. 1234567890

UK Tax Year

Please choose from the dropdown

Income

During the tax year period as selected above please confirm if you have received personal income from the following sources:

Other Employment within the tax year outside of your own Ltd Company

Yes

No

Dividends received from your own Ltd Company

Yes

No

Other UK Dividend Income

Yes

No

Personal Bank/Building Society interest received

Yes

No

Pensions Received

Yes

No

Social Security Income

Yes

No

Rental Income

Yes

No

Capital Gains

Yes

No

Business Income (Self-Employment)

Yes

No

If Yes, please include a spreadsheet showing income and expediture

Child Benefit

Yes

No

Reliefs and Deductions

During the tax year period as selected above please confirm details for any relief or deductions and claims from the following sources:

Student Loans

Yes

No

Transfer of Marriage allowance

Yes

No

If you're married in a civil partnership, and both you and your partner/spouse are basic rate taxpayers, you may be able to transfer some personal allowance.

Personal Pension Payments - Payments made personally

Yes

No

Gift Aid

Yes

No

I need to declare information relating to residency

Yes

No

Are you a Scottish Tax Payer

Yes

No

Payments on Account

Yes

No

US Sourced Income

Yes

No

Any other information

Please also provide any other income or outgoings that you may think relevant in completing your Income Tax Return which may not have been mentioned above including foreign (Non-US) income and gains.

Supporting paperwork / Additional documentation

Please upload supporting paper work or any other additional documentation.

Declaration

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

You may be contacted for further confirmation.

When you submit this form, a copy will be sent to the relevant point of contact and a confirmation email will also be sent to you to acknowledge receipt. A printed page is available in your browser should you like to print a copy of the details submitted for your records.