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.

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    Dedicated accountant

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    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

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