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01246 385 385

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  1. Section 1 - Primary Information

    1. Please enter your surname.
    2. Please enter your forename.
    3. Please enter at least 1 address line.
    7. Please enter your postcode.
    8. Please enter your date of birth.
    9. Please enter your national insurance number.
    11. Please enter your email address.
    12. Please enter at least 1 contact telephone number.
    14. Please select a tax year.

  2. Section 2 - Employment Income

    1. Did you receive any income from employment this year? Please provide any P60 / P45 forms, and P11D forms as applicable.

      ×
        Employment
      8. £
      9. £

      10. Do you have a Student Loan?

        1. £

        2. Do you think the loan will be repaid within the next 2 years?

      11. Did your employment with this company begin during the year?

      12. Did your employment with this company finish during the year?

      13. Did you receive any benefits in kind from this company?

        1. £
        2. £
        3. £
        4. £
        5. £
      Add employment

  3. Section 3 - Dividends and Unit Trusts

    1. Did you receive any dividends or unit trusts this year?

      Please provide dividend vouchers if available.

      ×
        Dividend / Unit trust
      3. £
      Add dividend

  4. Section 4 - Self-Employment Income

    1. Did you receive any income from any self-employed activities this year?

      ×
        Self-Employment Income
      2. £
      3. £
      Add self-employment income

    2. Were you in receipt of any self-employment income support scheme grants (SEISS)

      ×
        SEISS
      2. £
      Add SEISS

  5. Section 5 - Pension Income

    1. Did you receive any payments from a pension this year, including State Pension and Personal Pension?

      ×
        Pension
      3. £
      4. £
      Add pension

  6. Section 6 - State Benefits

    1. Did you receive any state benefits this year, including State Pension? Please provide any P60 / P45 forms as applicable.

      1. Did you receive any Child Benefit during this year?

        1. £

      2. Did you receive any other benefits this year, including State Pension?

        ×
          Benefit
        2. £
        3. £
        Add state benefit

  7. Section 7 - Bank / Building Society / Other Interest

    1. Did you receive any bank or building society (or other) interest?

      1. Was this interest earned from ISAs?

        ×
          Interest
        2. £

        3. Was this interest earned in a joint account?

        Add interest

  8. Section 8 - Rental Income

    1. Did you receive any rental income from properties this year?

      1. Was any of the income received from the letting of furnished rooms within your own house (i.e. your main residence)?

        6. Is this a jointly-owned property?

          1. %
        7. £
        8. £
        9. £

      2. Was any of the income received from the letting of furnished holiday homes (i.e. not your main residence)?

        ×
          Holiday home

        6. Is this a jointly-owned property?

          1. %
        10. £
        11. £
        12. £
        Add holiday home

      3. Was any of the income received from other properties?

        ×
          Property

        6. Is this a jointly-owned property?

          1. %

        7. Is the property residential?

        8. Is the property fully-furnished (e.g. beds, sofas, wardrobes etc.)?

        9. £
        10. £
        11. £
        12. £
        13. £
        14. £
        Add property

  9. Section 9 - Foreign Income

    1. Did you receive any foreign income this year? Please provide relevant documentation to support these details.

      ×
        Foreign income source
      4. £
      5. £
      6. £
      Add foreign income

  10. Section 10 - Capital Gains

    1. Did you sell any assets (not including main residences, vehicles, company assets, or assets with a value less than £6,000) this year? (e.g. investments / shares, land & buildings, antiques)

      ×
        Sale of asset
      3. £
      4. £
      Add sale of asset

    2. Did you purchase any assets (not including main residences, vehicles, company assets, or assets with a value less than £6,000) this year? (e.g. investments / shares, land & buildings, antiques)

      ×
        Purchase of asset
      3. £
      4. £
      Add purchase of asset

  11. Section 11 - Trusts & Estates

    1. Did you receive any income through entitlements from a trust or income from a deceased persons estate? Please provide R185 forms to support these details.

      ×
        Income from trust/estate
      2. £
      Add income from trust estate

  12. Section 12 - Marriage Allowance

    1. Are you married or in a civil partnership?

      1. Did your partner earn less than £11,850 this year?

        2. Would you like to transfer any unused personal allowance to your partner, if applicable?

  13. Section 13 - Gift Aid

    1. Did you make any donations to charities this year?

      1. Did you confirm that any of these would be Gift Aid donations?

        ×
          Gift aid donation
        2. £
        Add gift aid donation

  14. Section 14 - Private Pension Contributions

    1. Did you make any contributions to a private pension scheme?

      ×
        Private pension scheme
      3. £
      Add private pension scheme

  15. Section 15 - Payments on Account

    1. Have you made any payments on account for this tax year?

  16. Section 16 - Other Information

  17. Section 17 - Supporting Documentation

    1. Please upload any paperwork which supports the above information, or any additional documentation which may need to be considered during the preparation of the tax return.

      File types allowed: 'jpg', 'jpeg', 'png', 'doc', 'docx', 'xls', 'xlsx', 'csv', 'pdf', 'zip'

  18. Section 18 - Declaration