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Tax Information Form 2023/24
Please answer the questions below and any supplementary questions. Where prompted please also attach the documents requested.
All questions on this form relate to the tax year 2023/24 so that's from 06/04/2023 to 05/04/2024. If you have any questions, please contact Dave Drury
ddrury@stubbsparkin.co.uk
Name
*
First
Last
Email address
*
Has there been a change to your contact details this year?
*
Yes
No
What are your new contact details?
*
Have you had any major changes in circumstances?
Are you an employee? (Either in your limited company, or for another employer)
*
Yes
No
Do we run the payroll?
*
Yes
No
Please attach copies of your P60.
*
Drop files here or
Select files
Max. file size: 64 MB.
Are you a sole-trader?
*
Yes
No
Do we prepare your self-employed accounts?
*
Yes
No
Please arrange for your records to be sent to us (
or you can upload to our portal
)
Please attach a copy of your accounts or summary of your income and expenses.
Drop files here or
Select files
Max. file size: 64 MB.
Do you have partnership income?
*
Yes
No
Do we prepare your partnership accounts?
*
Yes
No
Please arrange for your records to be sent to us (
or you can upload to our portal
)
Please attach a copy of your partnership accounts.
Drop files here or
Select files
Max. file size: 64 MB.
Did you receive a Covid SEISS grant during the year?
Yes
No
Please provide details of amounts received and date received.
Bank Interest: Have you earned any savings interest this year (excluding any ISA's)?
*
Yes
No
Please include bank name and amount received from each bank account. Or, you can attach your interest certificates below.
Please attach a copy of your interest certificate.
Drop files here or
Select files
Max. file size: 64 MB.
Dividend Income: Do you have dividend income from personally owned shares or investments?
*
Yes - from my limited company
Yes - from other personally owned shares or investments
No
Please attach a copy of the dividend voucher
Max. file size: 64 MB.
Gift Aid: Have you made any charitable donations during the tax year?
*
Yes
No
Which charity did you donate to?
*
How much did you donate?
*
Student Loan: Do you have an outstanding student loan?
*
Yes
No
Do you expect your student loan to have been paid off this year?
*
Yes
No
Not Sure
Please attach a copy of your student loan statement so we can check for you.
*
Max. file size: 64 MB.
Capital Gains: Have you acquired or disposed of any assets within the tax year?
*
If you have sold an asset for more than £6,000 (not including a private car), then capital gains tax may apply.
Yes
No
Please describe the asset?
*
AND Please tell us the cost and date or purchase and the sales price and date of sale.
*
Please attach a copy of any documentation which might be helpful.
Drop files here or
Select files
Max. file size: 64 MB.
Personal Pension Contributions: Do you have a personal pension?
*
You can get tax relief on pension contributions.
Yes
No
Have you made contributions in the year
*
Yes
No
How much did you contribute this year?
*
Pension Income: Are you in receipt of pension income?
*
All of your pension income needs to be included on your tax return.
Yes
No
Please attach a copy of your P60 for all pensions received.
*
Drop files here or
Select files
Max. file size: 64 MB.
Do you have property rental income?
*
Yes
No
Do we usually prepare your rental accounts?
*
Yes
No
Please upload your rental property income here or arrange for your records to be sent to us.
Drop files here or
Select files
Max. file size: 64 MB.
Please attach a summary of your rental income and expenses.
*
Drop files here or
Select files
Max. file size: 64 MB.
Child Benefit: Does anyone in your household receive child benefit?
*
Your child benefit may be restricted if your income is too high. If you have a spouse or partner please check with them as their claim may be affected.
Yes
No
How much did you receive?
*
Do you have any other income we may need to know about?
*
If you are uncertain, best to tell us about it and if we don't need to include it we won't.
Yes
No
Please give us the amounts and sources of income
*
Is there anything else you want to tell us about?
Yes
No
Please provide a description here and we will contact you to discuss further.
Please attach any information you think might be useful.
Drop files here or
Select files
Max. file size: 64 MB.
Do you want to take out our tax investigations service to cover the cost of any HMRC investigations into your tax return?
*
Yes
No
Already have
Would you like to set up a direct debit to pay for your tax return on the due date automatically?
*
Yes
No
Please click this
link
to set up a direct debit
If you would like to make sure any refunds are paid directly to your bank account, please provide your bank name, number and sort code here.
Consent
*
I confirm that the information provided is correct to the best of my knowledge and I give consent to Stubbs Parkin to use this information to prepare my self-assessment tax return. I understand that the tax return will be sent to me for my review and approval before submitting to HMRC
*
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