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Online Tax Return

To allow us to complete your tax return for the year ended 5th April 2024 please enter the information below. If we require any further information we will contact you. The form acts as a good checklist for you to consider.

If you have any tax certificates or further information in support of any entries please send them to us.

If we already hold details there is no need to provide them again.

If you are in any doubt as to whether to provide the information, please provide it.

Online Tax Return

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Changes in Circumstances. Please indicate details of any changes in your circumstances from last year such as new or closed savings accounts, changes in income sources, tax deductible outgoings or personal circumstances such as marriage or residence.

Net Interest Received from Bank and Building Society Accounts. Please provide the name of the bank/building society and only provide details of your share for joint accounts.

Other Interest Received including any National Savings Income. Please provide the name of the payer and whether interest was paid gross or net.

Dividends from Shares in UK Companies. Please provide details of the net dividend received and the name of the company.

Other Dividends Received. Such as from stock dividends and unit trusts. Please provide details of the amounts and the source.

State Pensions and Benefits Received. Please provide details of the type pension/benefit received, the amount and any reference number you have.

Pension Income. Please provide details of the name and address of the payer, gross income and tax deducted.

Employment Income. Please provide details of the name and address of the employer, gross income and tax deducted, details of any P11D benefits and of any deductible expenses such as professional subscriptions. If you are a director of this company, please indicate.

Self Employment/Partnership. Please indicate if you have any self employed or partnership income. If we do not prepare the accounts, please provide copies and tax computations.

Land and Property. Please provide details of rents received and expenses incurred for any let properties (please list). If any properties are furnished holiday lettings please indicate.

Capital Gains. Shares, property, etc. Please provide details of all transactions in capital assets during the year including acquisitions of new capital assets. Give dates, number and costs/proceeds as well as any incidental expenses. Please supply contracts/completion statements.

Pension Contributions. Please provide details of personal pension, retirement annuity or free-standing AVC schemes. Give details of the type of pension, pension company, policy no, amount paid and whether paid gross or net.

Other Outgoings. For example, interest on qualifying loans, gift aid payments, venture capital trust subscriptions or enterprise investment scheme contributions.

Other Income or Information. That may be relevant to completion of your return. For example, this could include gains on life assurance policies, share schemes, foreign income, trust income or any other income of any kind.

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