Please complete the Self-Assessment Questionnaire below:

Name*
Company Name*
Email*
Date of Birth*
National Insurance*
Unique tax reference (UTR)*
Tax Year*


Income

During the tax year selected above please confirm your sources of income:


Employment from your own Limited company YesNo
Please provide Gross salary,and Tax paid
Employment from outside of your own Limited company YesNo
Please provide Gross salary, Tax paid, and any benefits received
Dividends received from your own Limited Company YesNo
Please provide the amount of dividends received
Dividends received from outside of your own Limited Company YesNo
Please provide the amount of dividends received as well as the source
Personal Bank/Building Society Interest received YesNo
Please provide the amount of interest received as well as the source
Social Security Income YesNo
Please provide the amount of social security received as well as the source
Rental Income YesNo
Please provide the amount of income received as well as the expenses incurred
Capital Gains YesNo
Please provide the proceeds as well as the associated costs
Any other income YesNo
Please state any other income received
Child Benefit (Paid to you or your partner) YesNo
Please provide the amount received as well the number of children


Deductions and Claims

During the tax year selected above please confirm details for the below:


Personal Pension Payments (Payments made outside of your Limited Company) YesNo
Please provide the amount paid as well as the source
Charitable donations (Payments made outside of your Limited Company) YesNo
Please provide the amount paid as well as the source
Student Loans (Do you currently have a student loan outstanding) YesNo
Please provide further information below
Scottish rate taxpayer YesNo
Any further information YesNo
Please provide the details below


Declaration*

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

Why choose Nexus?

Dedicated accountant

A qualified accountant will be your main point of contact offering unlimited support for you and your business.

Quick response

All emails and calls will be returned within 24 hours.

Evening & weekends

We are available on evenings and weekend by appointment.

Tax planning

We will provide a comprehensive service which includes tax planning services as standard.

Fixed fees

Transparent fees charged on a monthly basis therefore avoiding any nasty surprises.

FreeAgent

Our monthly package offers a comprehensive range of services for a low cost monthly subscription which includes FreeAgent Cloud Accounting software.