Your Accountant

Self Assessment Information Request

Please complete this form carefully so we can prepare your Self Assessment tax return efficiently and request the correct documents from you.

Client personal details

Bank details for HMRC repayment, if applicable

1. Select all relevant income / tax areas

Director / shareholder of a limited company Employment income Self-employed / sole trader CIS subcontractor income Partnership income Rental income Bank interest / savings income Dividends Benefits in kind / P11D State pension Private pension Capital gains / asset sales Foreign income Crypto / share trading Child Benefit Business loan / interest paid Gift Aid donations Personal pension contributions EIS / SEIS / VCT investment Blind Person’s Allowance Marriage Allowance Student loan Arrival / departure / residence / domicile Tax code adjustments HMRC record changes Other income

2. Required documents

Select income/tax areas above to generate your tailored checklist.

3. Document folder link

Please upload your documents to one secure shared folder and paste the link here.

Your checklist summary

Please review the document checklist above before submitting. Your accountant will review your answers and contact you if anything further is required.

No missing items have been marked based on your checklist responses.

Additional notes

Declaration

I confirm that the information provided is complete and accurate to the best of my knowledge.