Self Assessment Questionnaire

If you had an employment or directorship please enter the name and address of the employer and the dates of leaving and joining if during this tax year. If you had more than one employer then please enter details for all employments.

Please provide your P60 certificate or a week 53/month 12 payslip. If the employment ceased during the year please provide the P45 or the final payslip. (If you are a director of a company to which we provide payroll services, then we will already have this information).

Please also provide full details of any redundancy package.

Please provide details of benefits in kind from your employer; your employer should give you a copy of the P11D form or a list of benefits and amounts. These will include company cars, travel costs, private medical treatment/insurance, and similar. Please also provide details of expenses you are claiming in your employment.

If you are a director of a company and we act for the company on payroll matters then you do not need to enter amounts for salary, benefits, expenses or dividends. You should mention that the source of income is received though.

Please provide the name of all businesses (sole traders and partnerships), in which you were involved during the tax year.

If your business year-end is 31 March or 5 April and your business is very small, please enclose the business records along with your tax records. Otherwise our help page on business year ends tells you what we need, when, and how to get it to us

If you are providing us with a spreadsheet of your self employment income can you please ensure it does not contain other types of income such as employment or rental income. These should be shown separately please.

If you receive a state pension, please state the weekly/4 weekly/annual amount for the tax year. Please ensure you do not give us the current year’s weekly or monthly figures, but those for the tax year of the return.

If you receive a pension from another source, please provide the P60 certificate which you will be sent shortly after the end of the tax year. If you did not receive a P60 from a pension provider (P60s are now only provided if tax is deducted), please let us know how much you received from each pension in the tax year.

If you receive job seekers allowance or income support because of unemployment, then please provide details of the amount received. This will normally be issued in a letter when you "sign off" or on an end of year statement if your claim spans a tax year.

Is it possible that you or your partner’s total income in the tax year exceeded £50,000 and you have a child living with you for whom one of you claim child benefit?

If yes, we need to know the number of children in your household for whom you claim the benefit and the amount of benefit you received during the tax year, even if the benefit goes to your partner not yourself.

If you have any properties that you let out, then please give the address of the properties and provide details on a separate sheet of rent received and expenses paid.

If there is a mortgage on the property please provide a statement or Interest Certificate from the lender. We do not need details of the mortgage on your home, unless part of the home is being rented out.

If the property is in split ownership, please provide details.

If you receive interest on a bank or building society account, please provide the name(s), account number(s) and amount(s) received for the tax year. We do not need details in respect of ISAs.

If you have a business bank account as a sole trader or partnership, any interest earned on your current account needs to be noted for inclusion on your personal tax return.

Do not include details of interest on savings accounts in the name of a limited company.

If you receive dividends on shares, unit trusts or similar please provide the name(s) of the payer(s), and amount(s) received for the tax year. In respect of joint holdings please also state whether the amounts shown are your share only or the full amount. We do not need details in respect of ISAs.

Where income is shared with another person, eg joint savings accounts, please indicate clearly whether the figures given are your share or the total.

If you have income from trusts, share options or any other form of investment income, please provide full details.

If you have received any compensation from mis-selling of mortgages and pension plans, the interest that has been accrued, please provide full details as accrued interest will need to be declared.

Have you received any trail commission from any investments (rebate from your financial advisor on his/her commission?)

Residential Property sales after 5 April 2020 not covered by Private Residence Relief need to be declared and tax paid within 60 days of the completion date (other than a property fully exempt as your own home) - we still need details of the gain and tax paid for your return.

If you have sold assets such as a shares, property or crypto currency, please provide full details of the assets sold, the amounts realised, and if known, the original cost of the asset.

Please provide details of any "windfall" gains received from conversion of building societies, life companies, etc.

Do you receive any benefit from previously owned assets that you have given away in a tax mitigation scheme?

If you received any taxable income from overseas or foreign sources i.e. Employment, pensions, benefits, land and property income, interest and/or dividends from foreign companies or savings institutions, offshore funds.

Please provide as much detail as possible and also details of any foreign tax credit you may have paid so that you can get relief for the foreign tax paid on foreign income and/or gains.

If you are classed as non-resident please let us know the number of days you spent in the UK, calculated by way of the number of times you were here at midnight.

It is likely we will need to request further information from you in due course.

If you are, or believe you may be, non-UK domiciled, please let us know. Generally this means that you were not born in the UK and have not officially adopted the UK as your domicile of choice, cutting ties with your domicile of origin.

If non-domiciled, have you been UK resident for at least 15 of the last 20 years?

If you are non-domiciled you need to choose whether to claim the remittance basis for any overseas income and gains. Please let us know if you have any overseas income or property, as it may be relevant to your situation.

The deemed non-domiciled rules changed in April 2017 and the basics can be found at https://www.gov.uk/guidance/deemed-domicile-rules If you think this is relevant to you and you wish to claim the remittance basis please let us know if you have any overseas income or property.

If you make personal contributions to a into a Personal Pension Plan (PPP), Self Invested Personal Pension (SIPP), Freestanding AVCs (FSAVC) or Retirement Annuity Plan (RAP) please provide the name(s) of the pension company, the net of tax amounts paid in the tax year and advise the type each policy.

Most payments, other than RAP, have Basic Rate tax relief at source - if you have not received relief at source, please advise us.

We do not need details of payments made by your employer, eg Executive Pension Schemes or employer SIPP contributions.

Do not include details of employer payments made from a limited company - these are reported in the company accounts.

If you make payments by gift aid, please provide details of the dates, amounts and payees.

Do not include amounts paid by a company, or deducted in your business accounts.

If you have a student loan outstanding please let us know here.

If you have made any payments during the year we will need details.

Whether payments have been made in the year or not, it will still need to be shown on your tax return.

Please also let us know whether it is a plan 1, 2, 4, 5 or post graduate type of loan.

Please let us know if you have applied for the 10% allowance transfer to be applied. Please note that when we are completing your tax return we will, in any case, review whether this could be advantageous on a year by year basis, if relevant to you.

If there is anything else which you consider relevant to your tax affairs, please let us have details.

Please make sure we have details of all sources of income, including overseas sources. If in doubt please provide us with full details for a decision to be made on the tax status of an item