Income

During this tax year, please confirm if you received any of the following income, and if yes, provide relevant details.

Feel free to attach any relevant documents at end of the section.

Employment Income (salary) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{ binding displayValue, mode=oneTime }

Employer Details

Employer {binding ItemNumber}

Employer Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

PAYE Reference {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Gross salary (£) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Tax (£) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Please upload a copy of your P45/P60 confirming these details (and P11d if applicable). {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding Name, mode=oneTime}

{binding Description}

Note: a P11d will be needed if you had any taxable benefits i.e. private medical or company car.

Dividend Income {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{ binding displayValue, mode=oneTime }

Dividends received from any other company

Company {binding ItemNumber}

Company name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Net Dividend (£) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Self-Employment Income (if you work through your own Ltd Co - tick NO!) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{ binding displayValue, mode=oneTime }

Please attach below, or email your accounting records separately {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding Name, mode=oneTime}

{binding Description}

Bank/ Building Society Interest (excluding. ISA's) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{ binding displayValue, mode=oneTime }

Bank/ Building Society Interest (excluding. ISA's)

Bank {binding ItemNumber}

Bank Name/ Account Number: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Gross (£) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Pensions received {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{ binding displayValue, mode=oneTime }

Pensions received

Pension {binding ItemNumber}

Pension provider {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Amount (£) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Rental income {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{ binding displayValue, mode=oneTime }

Properties

Property {binding ItemNumber}

Furnished {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{ binding displayValue, mode=oneTime }

Address {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Rent received {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Agent commission paid {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Mortgage interest paid {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Insurance {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Maintenance costs {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Other (please specify) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Child benefit {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{ binding displayValue, mode=oneTime }

If you or your partner received Child Benefit and one of your earns over £50k, the higher-earner must report the Child Benefit on their Tax Return.

Number of children you receive child benefit for {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Total amount received this year {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Reliefs and deductions

During this tax year, please provide relevant details for the following reliefs and deductions. Feel free to attach copies of the relevant documents at the end of the form.

Pension Contributions (did you pay into a pension personally, not through your employer?) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{ binding displayValue, mode=oneTime }

Pension Contributions

Pension Company {binding ItemNumber}

Name of pension company {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Contribution amount {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Gift Aid Donations {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{ binding displayValue, mode=oneTime }

Charities

Charity {binding ItemNumber}

Name of charity {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Donation amount {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Student loan (do you have an income contingent student loan) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{ binding displayValue, mode=oneTime }

Any other information {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Please upload copies of any documents you feel may be useful to your tax return {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

{binding Name, mode=oneTime}

{binding Description}

Bank Details

Please provide your personal bank details below to enable us to use these for any tax refund you may be due. This will allow HMRC to pay any tax refund directly into your bank account rather than sending a cheque!

Account Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Sort Code {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }

Account Number {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }