During the tax year period as selected above please confirm if you have received personal income from the following sources:
Please provide details from P60/P45 recording
your salary, tax deducted and any details on a P11D showing your
benefits of employment.
Please provide the name and address of your previous employers as well as the PAYE reference for them in the boxes below.
Please supply details of dividend income received from any company OTHER THAN your own Ltd Co
Please note, if shares have been purchased this
year, we would like a copy of the share certificate/details of the
shareholding to be sent to us.
All personal bank account interest must be
recorded. Please do not include interest from ISAs. If account held
jointly please only include your share of the interest.
Please supply details from P60s for pension income received.
Please supply details of income received such as
jobseekers allowance / maternity allowance. Please note not maternity
allowance received directly from social security.
Please complete details of the rents received and expenses incurred. If a jointly owned property only show your share.
If the income is received from letting of furnished rooms in your only (or main residence), please supply details.
Please give details of any assets sold during the
year. We will require the date of contracts to purchase and sell
assets, the cost of purchase and sale proceeds received and details of
any associated purchase or sale cost. This does not include any Company
assets, main residence, motor vehicles, or assets with a value of less
Please give details here if you closed your Limited Company during the tax year including name of company and date of closure.
Other details / Associated costs of purchase or sale.
Includes any self employed activities (not income
from your Limited Company). Please supply accounts in respect of any of
these activities unless we have already prepared or will be preparing
Please give details of your child benefit during the tax year.
A charge may arise if you or your partner gets
Child benefit, or if someone else gets child benefit for a child living
with you and they contribute at least an equal amount to the child's
The charge is levied on the higher rate tax payer, regardless of who receives the benefit.
Please include any additional notes related to your child benefit.
During the tax year period as selected above please
confirm details for any relief or deductions and claims from the
Please note Student Loans are repayable once total income including dividends exceeds £17,775
Please forward details of PP payments made. Note that we do not need details of Executive Pension Schemes.Do NOT include any contributions made by the Company.
Please provide details of amounts paid to charity.
Please also provide any other income or outgoings
that you may think relevant in completing your Income Tax Return which
may not have been mentioned above including foreign income and gains.
You may be contacted for further confirmation.
When you submit this form a copy will be sent to the relevant point of contact and
a confirmation email will also be sent to you to acknowledge receipt. A
printed page is available in your browser should you like to print a
copy of the details submitted for your records.