Primary InformationName *Street Address *Apartment, suite, etcCityState/ProvinceZIP / Postal CodeCountryAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBruneiBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChina, People's Republic ofChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEast TimorEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrance, MetropolitanFrench GuianaFrench PolynesiaFrench South TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island And Mcdonald IslandHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsraelItalyJamaicaJapanJerseyJohnston IslandJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKosovoKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairn IslandsPolandPortugalPuerto RicoQatarReunion IslandRomaniaRussiaRwandaSaint HelenaSaint Kitts and NevisSaint LuciaSaint Pierre & MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and South SandwichSpainSri LankaStateless PersonsSudanSudan, SouthSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwan, Republic of ChinaTajikistanTanzaniaThailandTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks And Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited States of America (USA)UruguayUzbekistanVanuatuVatican CityVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis And Futuna IslandsWestern SaharaYemenZambiaZimbabweDate of birth *National insurance number *Unique taxpayer reference *Contact email address *Contact telephone 1Contact telephone 2Which tax year is this information for? *6 April 2022 - 5 April 20236 April 2023 - 5 April 20246 April 2024 - 5 April 2025Did you receive any income from UK employment? *YesNoEmployer DetailsName of Employer *Start DateLeaving DateGross Pay *Tax DeductedUpload P60/P45 FormsDrag and Drop (or) Choose FilesDid you receive any benefits in kind? *YesNoUpload P11D formsIf any benefits in kind (eg. company car/medical insurance etc), were provided by any employers, please provide form(s) P11D.Choose FileNo file chosenDelete uploaded fileDid you incur unreimbursed expenses? *YesNoUnreimbursed expensesEg. Professional subscriptions, flat rate job expenses, business mileage (including mileage where paid below HMRC authorised rates).Did you receive any UK bank/building society (or other) interest? *YesNoUK bank/building society (or other) interestIf any of the bellow accounts have been opened or closed during the year please provide the relevant dates.Bank/Source NameJoint Account?*If account is joint please state whether interest figure is total interest or just your share.YesNoJoint account interest figure total interest/just your share.total interest.just my share.Payment DateIf any of the above accounts have been opened or closed during the year please provide the relevant dates.Gross InterestInterest certificates or other documentsPlease provide interest certificates or other documents if available. DO NOT include interest from ISAsDrag and Drop (or) Choose FilesDid you receive any UK dividends/unit trust income? *YesNoUK dividendsDO NOT include dividends from ISAsCompany/Unit Trust NameShares/UnitsPayment DateDividend ReceivedVouchers if available.Please provide vouchers if available.Drag and Drop (or) Choose FilesDid you receive income from UK property? *YesNoUK Property IncomePlease provide details of all rent due in the year and allowable expenses incurred (eg. repairs, insurance, advertising, agent’s fees/commission, loan/mortgage interest etc).Property AddressNotesCommercial Property?YesNoJoint Ownership?*If property is joint please advise with whom and we will assume ownership is equal unless advised otherwise.YesNoRental statements, invoices/receipts for expenses, loan/mortgage statements)Please provide any documentation in support of figures supplied.Drag and Drop (or) Choose FilesIs the property is a furnished holiday let? *YesNoDays available to letNumber of days in the tax year property was available to let to the general publicDays actually letNumber of days in the tax year actually let to the general publicDays occupied by you/relativesNumber of days in the tax year that the property was occupied by yourself, or friends/relatives at less than full rentUpload rental statements/expense receiptsDrag and Drop (or) Choose FilesDid you receive any UK state benefits (including state pension)? *YesNoState BenefitsType of BenefitGross BenefitTax DeductedPlease provide forms P60/P45Please provide forms P60/P45 for Job Seekers Allowance or Incapacity Benefit/Employment & Support Allowance.Drag and Drop (or) Choose FilesDid you receive any other UK pensions? *YesNoOther UK pensionsPlease ensure you include any ‘one off’ pension receipts/’cash insPension PayerGross PensionTax DeductedUpload P60/P45Please provide P60 (or P45 for one off ‘pay outs’)Choose FileNo file chosenDelete uploaded fileDid you receive any foreign income? *YesNoForeign IncomeForeign Income - SourceCountryAmount Received (net)Foreign Tax DeductedUK Tax DeductedPlease provide documentation in support of any income details provided.Choose FileNo file chosenDelete uploaded fileDid you receive any ‘windfall’ shares or payments, or Chargeable Event Gains on Life Insurance Policies?YesNoPlease provide details/documents/chargeable event certificatesDetailsDocuments/chargeable event certificatesDrag and Drop (or) Choose FilesHave you given away an asset from which you still derive a benefit or have you contributed to an asset from which you derive a benefit? *YesNoDetails and documentation.If applicable please give brief details and provide any documentation.DetailsIf applicable please provide any documentation.Drag and Drop (or) Choose FilesDid you receive any other income not mentioned elsewhere? *YesNoDetails and documentation.Please provide documentation in support of any income details provided.Other Income - SourceGross IncomeTax DeductedPlease provide documentation in support of any income details provided.Drag and Drop (or) Choose FilesDid you make any gift aid payments to charities? *YesNoDid you make any personal/stakeholder pension contributions? *YesNoDid you make any Investments in EIS, VCT, SEIS, SITR companies or have any other reliefs to claim? *YesNoGift Aid & Pensions & InvestmentsName of Company/CharityGift Aid or EIS/VCT/SEIS/SITR/Other Amount PaidOne-off PaymentTick if ‘one off’ paymentOne-off PaymentPension Contribution paid personally (not by employer)Did your employer make any pension contributions on your behalf? *YesNoIf yes, please give an estimate of the level of these contributions.We may then need to contact you for more details.Are you a member of a defined benefit scheme (final salary pension scheme)? *If yes, we may need you to contact the pension administrator for further information. We will let you know if this is the case.YesNoMarriage AllowanceAre you married/in a civil partnership? *YesNoDoes your spouse/civil partner have income of less than £12,570? *YesNoIf yes, has your spouse/civil partner elected for HMRC to transfer 10% of their personal allowance to you? *YesNoHave you already elected to transfer 10% of your personal allowance to your spouse/civil partner? *YesNoDoes your spouse/civil partner have income of more than £50,270? *YesNoStudent LoansDo you have a student loan borrowed after August 1998? *YesNoIs it a plan 2 loan, ie. borrowed after 1 September 2012?YesNoIs it a Post Graduate Masters Degree Loan, borrowed after 1 August 2016? *YesNoIs it a Post Graduate Doctoral Loan, borrowed after 1 August 2018 *YesNoIs it a Scottish Student Loan (plan 4)? *YesNoHas your student loan company notified you that the repayment of the loan has commenced?YesNoHave you received confirmation from your student loan company that the loan has been repaid in full or is due to be fully repaid within the next 2 years?YesNoChild Benefit during 2023/24Was anyone in your household in receipt of Child Benefit during 2023/24? *(Do not confuse this with tax credits)YesNoIf so, how many children was this for? *Was it received all tax year for the above number of children *YesNoIf no, please give details of commencement/cessation for the relevant child/children *Did you have a ‘partner’ for at least part of the tax year (husband/wife/civil partner or living together as such) *YesNoIf so, was your ‘partners’ income higher than yours?YesNoIf yes, was your ‘partners’ income over £50K? *(If so, they are liable to the High Income Child Benefit Charge and will be required to complete a Self Assessment tax return)YesNoIf you began or ceased to have a partner/partners during the year we may require further details, so please let us know if this is the case.Did you make any capital disposals/acquisitions? *(eg. Shares, land & buildings etc) (This includes foreign assets) Note this would include Crypto Currencies, any currencies infact held as investments rather than for personal use.YesNoDISPOSALS/SALESAssetDateProceedsCosts of saleACQUISITIONS/PURCHASESAssetDateCostCosts of purchasePlease provide all relevant documentation (eg. completion statements).This would also include gifting an asset to someone or receiving an asset as a gift.Choose FileNo file chosenDelete uploaded fileOther information/detailsOther information/detailsIf you feel there is any other information that we may require in order to correctly complete your tax return, please provide appropriate details and documentation.Other relevant documentation.Please provide appropriate details and documentation.Choose FileNo file chosenDelete uploaded fileSend RequestSave as DraftPlease do not fill in this field.
