5 things we need to know from you for the 2020 tax year end

Self Assessment information required for tax period 6 April 2019 to 5 April 2020

Thank you for completing registration for the 2019-2020 Tax Return Service. So we may complete your return please answer the questions below to enable us to capture any other income you have recieved other than through your Limited Company. If you do not have these details to hand, not to worry, we have sent you an email with a link to this page for completion at a later date.

Name*

First Last

Email*

Company Name*

1. Did you receive any income outside of your limited company?

1.1 Please upload any form P45, form P60, and final March 2020 payslip available for any employments outside of your limited company:

These documents detail your employment income.

If you have this type of income but currently do not have this documentation please advise as to what this documentation may be and when you can supply it:

1.2 Untaxed interest income (excluding any ISA accounts and any business bank account interest)*

Since 6 April 2016 banks and building societies have been paying interest gross, without income tax deducted. Please indicate the total gross interest you received. This field is required so please input £0 if applicable.

1.3 Taxed interest income (excluding any ISA accounts and any business bank account interest)*

If your bank paid interest net, i.e. with income tax deducted, please indicate the total net interest you received. This field is required so please input £0 if applicable.

1.4 Dividend income outside of your limited company*

Your gross dividend income.

1.5.1 Rental income

Please use the upload or paragraph fields below to detail any rental income you may have received from 6 April 2019 to 5 April 2020.

1.5.2 Rental income

1.6.1 Other income

Please use the upload or paragraph fields below to detail any other income you may have received from 6 April 2019, e.g. pension Income, capital gains, other P11d income, foreign income, Job Seekers Allowance, etc.

1.6.2 Other income

1.7 Did you earn self-employed income during the period between 6 April 2019 to 5 April 2020?*

Please note this does NOT include any activities through your Limited company.

Yes
No

1.7 How will you account for this self employed income?

I will send a breakdown of my self-employed income and expenses and would like Accounting to process this in my tax return
I will provide Workr with a breakdown of my self-employed income and expenses and would like you to produce a set of self-employed accounts for my personal records (please note these accounts are not required by HMRC)

1.7 Self Employed Income uploads..

Drop files here or

2. Do you have expenses or benefits to report for the period 06/04/2019 - 05/04/2020?

2.1 Expenses or Benefits to Report?*

Did you reimburse yourself any expenses that were NOT wholly and exclusively for the purposes of the trade, and/or, your company paid for any expenses for you personally (as a benefit) for example, your company paid your private gym membership or paid your private telephone line.

Yes
No

2.2 Please detail any expenses or benefits as defined in 2.1

Amount (£)	Description

There are two types of reimbursed expenses: (Use the + and - buttons to add and remove rows.)

1. Where your company reimburses you personally for BUSINESS EXPENSES. We do not need to know about these, as you would have already claimed these on your portal. If this applies to you, please select ‘no’ to question 2.1 above.

2. Where your company reimburses you for private expenses OR pays your private expenses on your behalf e.g. gym membership- we need to know about these.enter the gross amounts (inclusive of VAT.)

3. Did you arrive in or leave the UK?

3.1.1 Did you arrive in the UK between 6 April 2019 and 5 April 2020 (not including any holidays)?*

Yes
No

3.1.2 What date did you arrive in the UK?*

3.1.3 How many days did you spend in the UK between 6 April 2019 and 5 April 2020

3.1.4 Between 6 April 2019 and your arrival date did you earn any foreign income (income outside of the UK)?*

Yes
No

3.2.1 Did you leave the UK between 6 April 2019 and 5 April 2020 (not including any holidays)?*

Yes
No

3.2.2 What date did you leave the UK?*

3.2.3 How many days did you spend in the UK between 6 April 2019 and 5 April 2020?*

3.2.4 Between the date you left and the 5 April 2020 did you earn any foreign income (income outside of the UK)?*

Yes
No

4. Any other situation/information relating to your Self Assessment for the period 6 April 2019 to 5 April 2020?

Please note that this list is not exhaustive and if there are any scenarios that applied to you that are not listed, please specify in the ‘Any other information’ section below.

4.1.1 Did you make any donations through Gift Aid?*

Yes
No

4.1.2 Please state the donation amount:*

4.2.1 Did you make any personal pension contributions?*

This must not include the following:
- Any pension contributions paid from your business bank account.
- Payments you make to your employer's pension scheme which are deducted from your pay before tax.
- Payments made by your employer.

Yes
No

4.2.2 Please state the total amount:*

4.3.1 Do you have a student loan (UK student loan only)?*

If you know whether you are on Student Loan Plan 1 or Plan 2 please include this information below.

Yes
No

4.3.2 Please provide student loan details:*

4.4.1 Did you invest in any EIS/SEIS/VCT schemes?*

Please use the upload or paragraph fields to details about any EIS/SEIS/VCT schemes you may have invested in.

Yes
No

4.4.2 Please provide the EIS/SEIS/VCT details:*

4.4.3 EIS/SEIS/VCT scheme uploads

Drop files here or

4.5.1 Did you receive any child benefit payments?*

Yes
No

4.5.2 Please state the total child benefit amount received between 6 April 2019 and 5 April 2020*

4.5.3 How many children did you receive payments for?*

Any other information

4.6.1 Any other information

4.6.2 Any other information

Drop files here or

Please upload any other supporting documentation you think may be helpful.

5. Bank Account

In the event that you are due a personal tax refund, we must include your personal bank account details on your tax return so that HMRC can refund you directly into your personal bank account. Please provide the following details:

Bank name

Your name as it appears on your bank account

Sort code

Account number