Tax Return Questionnaire

By completing this questionnaire you are providing details to your dedicated accountant to enable them to prepare your personal tax return, also known as a self assessment tax return.

Please complete each section of the questionnaire confirming your personal return details. If you have any questions please contact your point of contact.

Feel free to use the ‘Any other information’ box at the end of the questionnaire for any additional information.


During the tax year period as selected above please confirm if you have received personal income from the following sources:

Other Employment within the tax year outside of your own Ltd Company

Dividends received from your own Ltd Company

Other UK Dividend Income

Personal Bank/Building Society interest received

Pensions Received

Social Security Income

Rental Income

Capital Gains

Business Income (Sole Trader)

Child Benefit

Reliefs and Deductions

During the tax year period as selected above please confirm details for any relief or deductions and claims from the following sources:

Student Loans

Transfer of Marriage allowance

If you're married or in a civil partnership and both you and your spouse are basic rate taxpayers, you may be able to transfer some personal allowance.

Personal Pension Payments - Payments made personally

Gift Aid

I need to declare information relating to residency

Are you a Scottish Tax Payer?

Payments on Account

Any other information

Please also provide any other income or outgoings that you may think relevant in completing your Income Tax Return which may not have been mentioned above including foreign income and gains.


You may be contacted for further confirmation.

When you submit this form your accountant will be notified, due to GDPR we can't send you a copy. We recommend you print this page through your browser should you like a copy of the details submitted for your records.