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:
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:
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.