6 things we need to know from you for the 2021 tax year end

Self Assessment information required for tax period 6 April 2020 to 5 April 2021
Hidden
Tal ID
Name*
First Last
Email*
Company Name*
Company Directors/Shareholders
Are you the ONLY Director/Shareholder of your Company?*
- Yes
- No
Are you the 1st Primary Director/Shareholder of your Company?
- Yes
- No
Name 2nd Director/Shareholder
First Last
Email 2nd Director/Shareholder
Are you the 2nd Director/Shareholder of your Company?
- Yes
- No
Applicable Fees
Please note that depending on your circumstances, additional fees may be applicable as per your workrgroup.com>Services & Fees Guide. You will be advised of any additional fees when completing the below form and a summary of the total fees payable will be shown at the end of the form before you submit your form to us. All fees quoted are excluding VAT. If you have any queries, then please contact the team via email on taxreturns@workrgroup.com or give us a call on 0208 10 60 000 and we will be happy to assist.
1. Did you receive any income outside of your limited company?
During the period between 6 April 2020 to 5 April 2021

Your regular fee includes a Standard Tax Return consisting of salary and dividend income through your Limited Company. Please remember that income generated outside of your Limited Company may be subject to additional fees for us to process your tax return, and fees are detailed in the questions below.
1.1 Please upload any form P45, form P60, and final March 2021 payslip available for any employments outside of your limited company:
These documents detail your employment income.
Drop files here or

Max. file size: 64 MB.
1.1a Do Not Currently have the information?
1.1a 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.
Please enter a number greater than or equal to 0.
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.
Please enter a number greater than or equal to 0.
1.4 Did you earn dividend income outside of your limited company during the period between 6 April 2020 to 5 April 2021?*
- Yes
- No
Check the box(es) if UK only and/or Overseas Dividends*
- UK Dividends (included in Service Fee)
- Overseas Dividend (£40+VAT)
- None
Please untick None to submit your entry correctly, you should select at least 1 of UK Dividends and Overseas Dividends.
Please untick None to submit your entry correctly, you should select at least 1 of UK Dividends and Overseas Dividends.
1.4.a UK dividend income
Please enter gross dividend income
UK Dividend Income
Max. file size: 64 MB.
1.4.b Overseas dividend income (£40+VAT)
Please enter gross dividend income together with details of the country that the income was received from and details of any overseas tax paid (if applicable.)
Overseas Dividend Income
Max. file size: 64 MB.
1.5.1 Did you earn any rental income during the period between 6 April 2020 to 5 April 2021?*
- Yes
- No
Choose Location of Rentals
- UK Property Rentals (£30+VAT)
- Overseas Property Rentals (£50+VAT)
UK property income (£30 + VAT)
Please use the upload or paragraph fields below to provide us with a breakdown of your gross rental income earned and rental expenses incurred during the period between 6 April 2020 to 5 April 2021
UK Rental income details
Drop files here or

Max. file size: 64 MB.
Overseas property income (£50 + VAT)
Please use the upload or paragraph fields below to provide us with a breakdown of your gross rental income earned and rental expenses incurred during the period between 6 April 2020 to 5 April 2021
Overseas Rental income
Drop files here or

Max. file size: 64 MB.
1.6 Did you earn self-employed income during the period between 6 April 2020 to 5 April 2021?*
Please note this does NOT include any activities through your Limited company.
- Yes
- No
1.6 How will you account for this self employed income?
- I will send a breakdown of my self-employed income and expenses and would like Workr Accounting to process this in my tax return (£50+VAT)
- I will provide Workr Accounting 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) (£150+VAT)
1.6.1 Self-Employed Income
Please use the upload or paragraph fields below to detail any Self-Employed gross income and expenses you may have received during the period between 6 April 2020 to 5 April 2021
1.6.2 Self Employed Income uploads..
Drop files here or

Max. file size: 64 MB.
1.7 Did you dispose of any capital assets during the period 6 April 2020 to 5 April 2021?*
If you answer Yes please select the checkboxes for the type of capital disposals you made.
- Yes
- No
Select which type(s) of Capital disposals
Additional Fees are applicable and itemised below.
- UK Property- not including your main/only home (£50 +VAT)
- Overseas Property (£75 + VAT)
- UK Share Disposal (£50 +VAT)
- Overseas Share Disposal (£75 + VAT)
1.7.1 Capital Assets Description
Please use the paragraphs or uploads fields below to detail any you may have received during the period between 6 April 2020 to 5 April 2021
1.7.2 Capital Assets Disposal uploads..
Drop files here or

Max. file size: 64 MB.
1.8 Any other income not specified above?*
Please use the upload or paragraph fields below to detail any other income you may have received from 6 April 2020, e.g. pension Income,other P11d income, foreign interest, Job Seekers Allowance, etc.
- Yes
- No
1.8.1 Other income description
1.8.2 Other income documents/files upload
Drop files here or

Max. file size: 64 MB.
2. Do you have expenses or benefits to report?
During the period between 6 April 2020 to 5 April 2021.

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
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.)

Amount (£) Description
3. Did you arrive in, or leave the UK?
During the period between 6 April 2020 to 5 April 2021.

3.1.1 Did you arrive in the UK during the period between 6 April 2020 to 5 April 2021 (not including any holidays)?*
Please note that overseas income earned between 6 April 2020 and 5 April 2021 may need to be declared and this will incur additional fees as detailed below.
- Yes
- No
3.1.2 What date did you arrive in the UK?
In the Tax Year 6th April 2020 to 5th April 2021.
DD slash MM slash YYYY
3.1.3 How many days did you spend in the UK between 6 April 2020 and 5 April 2021
Please enter a number from 0 to 366.
3.1.4 Between 6 April 2020 and your arrival date did you earn any overseas income (income outside of the UK)?*
- Yes (£35+VAT)
- No
We will be in touch to let you know what information we require from you when preparing your self-assessment tax return
3.2.1 Did you leave the UK during the period between 6 April 2020 to 5 April 2021 (not including any holidays) ?*
- Yes
- No
3.2.2 What date did you leave the UK?
In the Tax Year 6th April 2020 to 5th April 2021.
DD slash MM slash YYYY
3.2.3 How many days did you spend in the UK during the period between 6th April 2020 to 5th April 2021?*
Please enter a number from 0 to 366.
3.2.4 Between the date you left and the 5 April 2021 did you earn any overseas income (income outside of the UK)?
- Yes (£35+VAT)
- No
We will be in touch to let you know what information we require from you when preparing your self-assessment tax return
3.3 Were you non UK resident during the entire period between 6th April 2020 to 5th April 2021?
- Yes (£35+VAT)
- No
4. Director's loan over £10,000?
Even if your director's loan has been repaid and is now below £10,000 or nil, you should declare the highest amount it reached between 6th April 2020 to 5th April 2021

4.1.1 Did you have a director's loan over £10,000 at any point during the period between 6th April 2020 to 5th April 2021?*
- Yes
- No
4.1.2 Please state the Loan Amount
5. Any other situation/information relating to your Self Assessment?
Please note this is during the period between 6th April 2020 to 5th April 2021. 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.

5.1.1 Did you make any donations through Gift Aid?*
- Yes
- No
5.1.2 Please state the donation amount:
5.2.1 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
5.2.2 Please state the total amount:*
5.3.1 Do you have a student loan (UK student loan only)?*
If you know whether you are on Student Loan Plan 1, Plan 2 and/or have a post graduate student loan, please include this information below.
- Yes
- No
5.3.2 Please provide student loan details:
5.4.1 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
5.4.2 Please provide the EIS/SEIS/VCT details:
5.4.3 EIS/SEIS/VCT scheme uploads
Drop files here or

Max. file size: 64 MB.
5.5.1 Did you receive any child benefit payments?*
- Yes
- No
5.5.2 Please state the total child benefit amount received during the period between 6th April 2020 to 5th April 2021*
Please enter a number greater than or equal to 0.
5.5.3 How many children did you receive payments for?
Any other information
5.6.1 Any other information
5.6.2 Any other information
Please upload any other supporting documentation you think may be helpful.
Drop files here or

Max. file size: 64 MB.
Tax Indemnity Cover Option (£25+VAT)*
* By selecting this option the fee is £25+VAT and covers your accountancy charges in respect of an enquiry into your personal tax return relating to salary and dividend income. Additional fees may apply if further work is required beyond this level of enquiry. The cover does NOT include, inaccurate information supplied to HMRC/Workr to complete your return (section 9a HMRC enquiry) nor does it cover any investigations with regards to any tax avoidance/mitigation arrangements including contractor loan/trusts or disguised remuneration packages.
- Yes
- No
6. 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. If you would prefer to receive a cheque refund in the post from HMRC instead, then please enter 0 into the below fields.

Bank name*
Your name as it appears on your bank account*
Sort code*
Account number*
Fees Summary for Your Tax Return
This Fees Summary is calculated based on the options and entries you have made on this form.
Standard Fee
Price:
Overseas Dividend Fees*
Price:
UK Property Fees*
Price:
Overseas Property Fees*
Price:
Self Employed Income Fees*
Price:
Capital Disposal UK Property Fees*
Price:
Capital Disposal Overseas Property Fees

Price:
Capital Disposal UK Shares Fees

Price:
Capital Disposal Overseas Shares Fees
Price:
Overseas Income Fees
Price:
Overseas Income Since Departure in Tax Year Fees
Price:
Non UK Residency in Tax Year Fees
Price:
Tax Investigation Cover Fees*
Price:
Subtotal
£ 0.00
Hidden
Card Discount
£ 0.00
VAT
£ 0.00
Form Total
£ 0.00
Confirm Fees to be Paid (Inc VAT.)*
We confirm the total fees to be paid including VAT. If this figure is NIL (Zero) please select Method of Payment NIL Fees to Pay. In this event you will not receive any invoice or be charged any additional fees.
Method of Payment*
- Pay by Debit/Credit Card
- Nil Fees to Pay
PLEASE NOTE: this is your personal tax return, and therefore any payment necessary should be a personal payment. Please use a personal credit/debit card. Select Nil Fees to Pay, if your Total is NIL (Zero.)
PLEASE CORRECT METHOD OF PAYMENT: you have selected Nil Fees to Pay but your Fees are greater than NIL. Please select correct Payment Method.
PLEASE CORRECT METHOD OF PAYMENT: you have Selected Payment by Card but as you have Nil Fees to Pay please select Nil Fees to Pay to proceed..
PLEASE CORRECT METHOD OF PAYMENT: You have selected Payment by Invoice but have Nil Fees to Pay, to proceed please select NIL Fees to Pay (3rd option.)
Home Address*
Address City/Town Postcode Country
Hidden
Your Unique Reference

This reference will appear on your invoice and should be used in any correspondence and used as the description if paying by Bank Transfer. It will be generated and included on your email confirmation once your form has been submitted.
Terms of Service*
Please carefully read these terms and conditions before submitting this form, which forms the basis of agreement to prepare your tax return on your behalf. You must review these terms to proceed.
The terms applicable to the Self-Assessment Service, Quotation, Payment and related terms of service.

1. I accept the terms and conditions as provided in order to qualify for the Workr Group Self-Assessment Service at the Fees stated and subject to the confirmation of the facts I have disclosed during preparation of my Self-Assessment Tax Return.

2. I understand that;

a) Workr Group reserves the right not to undertake services in relation to the preparation of my Self-Assessment Tax Return without my payment of any applicable fees.

b) all Fees are subject to VAT @ 20%.

I confirm that all the information I have provided on this form is correct to the best of my knowledge.
- I agree to the Terms of Service
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Consent
I agree to the privacy policy.
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Registration Date*
DD dash MM dash YYYY

The Registration Date is set automatically to the date when you submit your registration.
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Information in this section is for office use only.
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Tech Admin Type of Client
Tech Hidden field from users. used for determining basis of calculations, only Discount Rate has to be varied but the discount of 20% may only apply to Inclusive clients so just on the extras.
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Amount (£)	Description

6 things we need to know from you for the 2021 tax year end

Self Assessment information required for tax period 6 April 2020 to 5 April 2021

Company Directors/Shareholders

Applicable Fees

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

2. Do you have expenses or benefits to report?

3. Did you arrive in, or leave the UK?

4. Director's loan over £10,000?

5. Any other situation/information relating to your Self Assessment?

Any other information

6. Bank Account

Fees Summary for Your Tax Return

Office Only