Tax Return Questionnaire

PERSONAL DETAILS

By completing this questionnaire you are providing details to your accountant to enable them to prepare your Self-Assessment tax return. Whilst we have information relating to the income you take from your Limited Company we are unaware of any other sources.

If you are a sole trader we will need information on your business income and expenses.

Please complete each section of the questionnaire confirming your personal return details. If you have any questions, please contact your accountant. Feel free to use Section C: Additional Information at the end of the questionnaire for any other information you think we may need to know.

INCOME
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Please note: Child Benefit received should be declared on the highest earner’s tax return. If your total gross income for the period exceeds £50,000 you are required to pay back an increasing percentage until your income reaches £60,000 at which point all Child Benefit is repayable.
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Question 9 Option 1
Other expenses Option 1
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Please provide details of any assets sold during the year. Please include the reserves received at closure if you have closed your Limited company during the tax year. Note: This does not include any Company assets, sale of your main residence, motor vehicles or assets with a value of less than £6000. If you're not sure, please contact your accountant.
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Question 13
RELIEFS
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Please note: student loan repayments are calculated using your total gross income (including dividends) and will form part of your tax liability.
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ADDITIONAL INFORMATION
You may be contacted for further information. When you submit this form a copy will be sent to your dedicated accountant and a confirmation email will also be mailed to you to acknowledge receipt.

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