Personal Self Assessment Tax Return Information Checklist

Please complete and return this form by 15 July so that we can prepare your personal tax return ahead of the filing deadline.

We shall rely entirely upon the information you provide us to prepare your personal tax return. Therefore, it is important you double check you have entered all the information correctly and accurately. Supporting documents will assist us in checking your numbers. The list of information we ask for is not exhaustive. If you have any doubts over any of the points raised please contact us. Please make sure you inform us of any overseas bank accounts or assets you may operate or own respectively.

A. CONFIRMATION OF YOUR PERSONAL DETAILS

Name *

First

Last

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Marital Status *

If your taxable income is likely to be below £12,570, you can transfer 10% of your Personal Allowance to your spouse using the Marriage Allowance. If you want us to claim this on your tax return should your income be below the Personal Allowance, please provide your Spouse's details below (should your Spouse's income be below £12,570 they will need to apply for Marriage Allowance. Please ask us for details):

Spouse's Name (if applicable)

Spouse's Date of Birth

Is your spouse a non-taxpayer?

Spouse's N.I number

Date of Marriage

Are you classed as a Scottish Taxpayer or UK?

B. EMPLOYMENT HISTORY & DIRECTORSHIP

Were you an employee, director, office holder or agency worker? *

Yes
No

If yes, please specify how many employments:

If applicable, please confirm the number of P60's you are attaching to this form

Alternatively, for each employment, please give the following details

Employment 1 Details:

Employer's Name

Employer's PAYE Reference

Gross pay received in tax year

Income Tax deducted in tax year

Employment 2 Details:

Employer's Name

Employer's PAYE Reference

Gross pay received in tax year

Income Tax deducted in tax year

Did you receive any Benefits in Kind or expense payments from your employer(s)?

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If 'YES' please attach a copy of the P11D statement your employer should have given you.

Where you required to work from home for any of your employments?

If 'YES' please provide details of which employment and how many weeks you were required to work from home during the tax period. If your employer reimbursed you the working from home allowance, please provide details.

Please note, the employer must require you to work from home for you to be entitled to this claim. If you have a choice between working from home or the office then this does not apply to you.

Employer

Weeks Worked From Home

Employer (copy)

Weeks Worked From Home (copy)

Did any major changes occur in the year (e.g. redundancy or retirement)?

If 'YES', please give brief details of the change and any additional payments made to you in compensation.

Are you an employee of a close service company, (company has 5 or less shareholders/directors)

Do you have a Student Loan?

Plan 1 or 2?

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Please provide a copy of your annual statement and confirm if you are under Plan 1 or 2

C. OTHER EARNED INCOME

Were you engaged in any self employed (including partnership) activities during the tax year for profit or loss?

Add details if you were engaged in any self-employed including partnership (Optional)

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Please upload files here or send the records to us separately.

Did you receive any expenses or remuneration from any sports or social clubs you may be involved in?

If 'YES' please provide details unless this firm already prepares accounts for the activity involved.

D. INCOME FROM PROPERTIES

Did you receive any income from any properties you own here or abroad?

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Please upload files here or send the records to us separately.

E. INCOME FROM PENSIONS

Did you receive any income from a pension fund during the year?

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If 'YES' please provide the P60 you should have received from the pension provider.

Did you receive state pension during the year?

If 'YES', please state the pension amount received during the year

Also please let us know if your spouse received state pension

F. OTHER STATE BENEFITS RECEIVED

Did you receive any state benefits such as carer's or job seekers allowances during the year?

Paragraph Text

If 'YES' please provide details of the payments received

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G. INVESTMENT INCOME RECEIVED

Did you receive any savings account interest during the year?

Paragraph Text

If 'YES' please provide details of the investment interest received during the year, even if the payments only amount to a few pence

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1. Bank or Building Society name

2. Bank or Building Society name

1. Account number

2. Account number

1. Sort Code

2. Sort Code

1. Gross interest received

2. Gross interest received

1. Income Tax deducted at source

2. Income Tax deducted at source

1. Was the account in joint names?

Please enter only your share of the interest received if it is a joint account

2. Was the account in joint names?

Please enter only your share of the interest received if it is a joint account

3. Bank or Building Society name

4. Bank or Building Society name

5. Bank or Building Society name

3. Account number

4. Account number

5. Account number

3. Sort Code

4. Sort Code

5. Sort Code

3. Gross interest received

4. Gross interest received

5. Gross interest received

3. Income Tax deducted at source

4. Income Tax deducted at source

5. Income Tax deducted at source

3. Was the account in joint names?

Please enter only your share of the interest received if it is a joint account

4. Was the account in joint names?

Please enter only your share of the interest received if it is a joint account

5. Was the account in joint names?

Please enter only your share of the interest received if it is a joint account

H. INCOME FROM STOCKS AND SHARES

Did you receive any income of stock issues from the shares you held during the year?

If 'YES' please provide details of the investment income you received during the year

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I. RELIEFS AND ALLOWABLE DEDUCTIONS AGAINST TAXABLE INCOME

Did you have any loans you believe may qualify for tax relief?

If 'YES' please provide details of the loan and the interest paid during the year

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Did you personally pay into any pension fund or retirement annuity during the year?

We do NOT need payments automatically deducted from your salary to your employer's pension scheme or company contributions made.

If 'YES' please provide details of the Pension fund and the gross or net payments made during the year

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J. CAPITAL GAINS

Did you buy, sell or give away any assets subject to Capital Gains Tax regulations?

e.g. valuable chattels, second homes, buy-to-let properties, garages, land, share of a partnership etc. If you have an investment, portfolio managed by a third party, e.g. your bank, please obtain statements from that third party.

If 'YES' please provide details of the purchase or disposals made during the year

Please note you must report and pay any tax due on UK residential property within 60 days of sale, if sold on or after 6 April 2020. Please notify us immediately if this is relevant.

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K. GIFT AID ELECTIONS

Did you make any Gift Aid payments or any charitable covenants during the year?

If 'YES' please provide details of the payments made during the year

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L. High Income Child Benefit Tax Charge

You may have to pay a tax charge, known as the ‘High Income Child Benefit Charge’, if you have an individual income over £50,000 and you, or your partner receives Child Benefit.

If you or your partner's individual income is likely to exceed £50,000, please advise us of the:

The number of children you have

The total amount of Child Benefit you have received in the tax year:

M. Other relevant information

Did you receive any foreign income?

Please provide details or statements showing income and any special withholding tax.

Please provide any other information that you believe may be relevant

e.g. PPI, community investment tax relief, venture capital, EIS, SEIS, maintenance/alimony payments, any other gains?

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Personal Self Assessment Tax Return Information Checklist

A. CONFIRMATION OF YOUR PERSONAL DETAILS

B. EMPLOYMENT HISTORY & DIRECTORSHIP

C. OTHER EARNED INCOME

D. INCOME FROM PROPERTIES

E. INCOME FROM PENSIONS

F. OTHER STATE BENEFITS RECEIVED

G. INVESTMENT INCOME RECEIVED

H. INCOME FROM STOCKS AND SHARES

I. RELIEFS AND ALLOWABLE DEDUCTIONS AGAINST TAXABLE INCOME

J. CAPITAL GAINS

K. GIFT AID ELECTIONS

L. High Income Child Benefit Tax Charge

M. Other relevant information

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