Tax Return Checklist 2024/25

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 2024/25 so that's from 06/04/2024 to 05/04/2025. If you have any questions, please ring 01704 531136 or contact admin@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
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
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
Max. file size: 64 MB.
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
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 £3,000 (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
Max. file size: 64 MB.
State Pension Income: Are you in receipt of state pension income?*
All of your pension income needs to be included on your tax return.
- Yes
- No
How much did you receive in total during the tax year?*
Was State Pension income received for the entire year or only part of it?*
- Full Year
- Part of Year
Please provide the date State Pension income was first received*
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?*
Personal Pension Income: Are you in receipt of any personal 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 any personal pensions received.*
Drop files here or
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
Max. file size: 64 MB.
Please attach a summary of your rental income and expenses.*
Drop files here or
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
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*

Tax Return Checklist 2024/25

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