Name
Date of Birth
Email
National Insurance No.
Company
Spouses Name
Date of Marriage
Please provide details from P60s, other than from the Limited Company we act for, recording your salary and the tax deducted, and form P11D which shows your benefits and expenses and details of any business miles covered in any company vehicle. Please provide the name and address of your previous employers in the Other Information section together with a breakdown of the figure (if any) you have provided in the P11D Details box below.
Name of Employer
PAYE Reference
Income per P60
Tax per P60
P11D Details (£)
Do you have an outstanding loan?
Date payment started (if in tax year)
Date loan repaid (if in tax year)
Name of Bank/Society
Interest received (£)
Please supply details for all dividends, including your own company. Remember to only include your share of the dividends.
Name of Company
Date of Payment
Dividend
Please forward details of PPP payments made. Note that we do not need details of Executive Pension Schemes. Do NOT include any contributions made by the Company.
Provider
Contract Number
Amount Paid (£) net by yourself
Please supply any P60s received.
Reference
Gross Amount (£)
Tax Deducted (£)
Net Pension received (£)
Please supply details of income received.
Type
Amount Received
Amount Received (£)
Please forward details of the rents received and expenses incurred. If the income is received from letting of furnished rooms in your only (or main residence), please supply details.
Name/Address of Property
Furnished or Unfurnished?
Rent Received (£)
Expenses
Please forward details of amounts paid.
Payee
Amount Paid (£)
Please give details of any assets purchased or sold during the year. We will require the date of contracts to purchase or sell assets, the cost of purchase or sale proceeds received and details of any expenses incurred in the purchase or sale of the asset. This does not include any Company assets, main residence, motor vehicles, or assets with a value of less than £6000.
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 accounts.
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.
