Self-Assessment Checklist

Please complete the below form detailing all sources of income received between 6th April and the 5th April the following year.

If we have acted as your accountant for your Ltd company then there is no need to include these details on this form but please do provide details of all other sources of income.

* Required fields
Maximum Allowed: 10 digits.

Other Employment

Any employment income outside of your Ltd company in the tax year.

Bank Interest

Any bank interest you have received during the year needs to be declared with the exception of interest from an ISA.

Dividends

We already know about the dividends from your Ltd company but please tell us about dividends from other companies or from shares you may hold.

Rental Income

You must declare details of any rental income you receive, even if the income is less than the mortgage/property expenses you pay out.

Foreign Income

Income from outside the UK

Self-Employment

Being a director of a Ltd company is different to trading as self-employed person

Capital Gains or Losses

Have you disposed of any assets such as a second property, shares, personal possessions over £6K (excluding your car)?

Jobseekers Allowance

Pensions

Student Loan

Child Benefit

If your or your partner receive child benefit and one of you has total gross earnings exceeding £50K then you will have an additional tax liability.

Charitable Donations

We may ask for further details of your donations.

Other Information

Please tell us about any other information we should be aware of

£
Pounds
Pence
£
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Pence

Please take care when answering the above questions regarding other income. Your Tax Return has to include ALL income received during the tax year and not just your company earnings. Failure to disclose any other income, even if it has been taxed at source such as previous PAYE earnings, will result in penalties from HMRC for not taking 'reasonable care' in reporting your affairs.)

Our Packages

Bespoke Packages start from £95 per month plus VAT.

Tax Investigation Protection is included in our Prime and Prestige packages.
Please click here for more information on our Tax Investigation Protection service.

Click here to view all our packages.

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Easy-to-use accounting software

Designed specifically for small businesses and freelancers FreeAgent makes it simple to stay on top of your day-to-day bookkeeping. At the same time working alongside our team of qualified accountants at Global Accountancy and Taxation ensures you receive the best tax planning and business advice.

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