To enable us to prepare your self-assessment tax return, please complete your details below. 

Fields marked with an * are mandatory. 

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

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 firstError.message }

Employer Details

Employer {binding ItemNumber}
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{{ Cognito.resources['fileupload-dropzone-message'] }}
{binding Name, mode=oneTime}
{binding Description}
{ binding firstError.message }

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

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

Dividends received from any other company

Company {binding ItemNumber}
{ binding firstError.message }
{ binding firstError.message }
{ binding firstError.message }
Self-Employment Income (if you work through your own Ltd Co - tick NO!) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{ binding firstError.message }
{{ Cognito.resources['fileupload-dropzone-message'] }}
{binding Name, mode=oneTime}
{binding Description}
{ binding firstError.message }
Bank/ Building Society Interest (excluding. ISA's) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{ binding firstError.message }

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

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

Pensions received

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

Properties

Property {binding ItemNumber}
Furnished {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{ binding firstError.message }
Address {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{ binding firstError.message }
{ binding firstError.message }
{ binding firstError.message }
{ binding firstError.message }
{ binding firstError.message }
{ binding firstError.message }
{ binding firstError.message }
{ binding firstError.message }
Foreign Income {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{ binding firstError.message }

If you are UK resident, you have to declare all foreign income. Please provide details below.

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

IMPORTANT!
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.

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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 firstError.message }

Pension Contributions

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

Charities

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

Any other information

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{ binding firstError.message }
{{ Cognito.resources['fileupload-dropzone-message'] }}
{binding Name, mode=oneTime}
{binding Description}
{ binding firstError.message }
{ binding firstError.message }

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!

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{ binding firstError.message }
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Identification

To confirm your identity (we are required to check and update this annually) please can you kindly upload:-

  1. An item of photo ID (passport or driving licence)
  2. A utility bill confirming your home address (dated within the past 3 months)
{{ Cognito.resources['fileupload-dropzone-message'] }}
{binding Name, mode=oneTime}
{binding Description}
{ binding firstError.message }
{ binding firstError.message }
Confirmation {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{ binding firstError.message }
{ binding firstError.message }
The email has been sent.

Your progress has been saved.

{ binding firstError.message }

To enable us to prepare your self-assessment tax return, please complete your details below. 

Fields marked with an * are mandatory. 

Tax Year {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Email {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }

Income

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

Employer Details

Employer {binding ItemNumber}
Employer Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
PAYE Reference {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Gross salary (£) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Tax (£) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ 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 }
{{ Cognito.resources['fileupload-dropzone-message'] }}
{binding Name, mode=oneTime}
{binding Description}
{ binding firstError.message }
{ binding firstError.message }
Dividend Income {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }

Dividends received from any other company

Company {binding ItemNumber}
Company name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Net Dividend (£) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
{ 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}
{ binding firstError.message }
Please attach below, or email your accounting records separately {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{{ Cognito.resources['fileupload-dropzone-message'] }}
{binding Name, mode=oneTime}
{binding Description}
{ binding firstError.message }
Bank/ Building Society Interest (excluding. ISA's) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }

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

Bank {binding ItemNumber}
Bank Name/ Account Number: {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Gross (£) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
{ binding firstError.message }
Pensions received {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }

Pensions received

Pension {binding ItemNumber}
Pension provider {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Amount (£) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
{ binding firstError.message }
Rental income {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }

Properties

Property {binding ItemNumber}
Furnished {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Address {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Rent received {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Agent commission paid {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Mortgage interest paid {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Insurance {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Maintenance costs {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Other (please specify) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
{ binding firstError.message }
Foreign Income {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Details {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{ binding firstError.message }
Child benefit {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Number of children you/your partner received child benefit for {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Total amount received this year {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
{ binding firstError.message }

Reliefs and deductions

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

Pension Contributions

Pension Company {binding ItemNumber}
Name of pension company {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Contribution amount {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
{ binding firstError.message }
Gift Aid Donations {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }

Charities

Charity {binding ItemNumber}
Name of charity {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Donation amount {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
{ binding firstError.message }
Student loan (do you have an income contingent student loan) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }

Any other information

Any other information? Please include details of any Covid grants etc received. {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{ binding firstError.message }
{ 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 }
{{ Cognito.resources['fileupload-dropzone-message'] }}
{binding Name, mode=oneTime}
{binding Description}
{ binding firstError.message }
{ binding firstError.message }

Bank Details

Account Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Bank Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Sort Code {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Account Number {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
{ binding firstError.message }

Identification

To confirm your identity (we are required to check and update this annually) please can you kindly upload:-

  1. An item of photo ID (passport or driving licence)
  2. A utility bill confirming your home address (dated within the past 3 months)
Upload here {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{{ Cognito.resources['fileupload-dropzone-message'] }}
{binding Name, mode=oneTime}
{binding Description}
{ binding firstError.message }
{ binding firstError.message }
Confirmation {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{ binding firstError.message }
Date {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }