Quick Check List Sign-Up Form

This is our quick sign up form for anyone that needs to complete a Self-Assessment tax return. This should be used if you are a Sole-Trader, Landlord or have other income which needs to be reported to HMRC.
Full Name

First Name Middle Name Last Name
Birth Date

Month Day Year
Gender
Unique Taxpayer Reference (10 Digits)
1234567891
Postcode
XX12-3XX
National Insurance Number
AB123456C
E-mail Address *
example@example.com
Phone Number *

Area Code Phone Number
We must keep the correct information so we can complete your tax return correctly. Please answer all questions with the tax year in mind.
Were you married?

Yes
Were you paying into a personal pension?

Yes
If yes, please enter pension contributions paid by you from 6th April to 5th April.
Total amount for the year
Sources of Income: This section will highlight the topics we need to cover in your return.
Did you receive income from any of the following?

Self-Employment Uk Property PAYE Company Partnership Trusts Foreign Income State Benefits Pensions Dividends Tax Refunds/Grants Savings Capital Gains Disposal of Chargeable Assets Employment Lump Sums Tax Avoidance Schemes CIS Income Any other income
Reliefs and Benefits Section.
Did you receive or use any of the following?

Child Benefit Have student loans Donate using Gift Aid Register Blind Pay Alimony Bring forward losses from an earlier
Bank details for refunds from HMRC.
Bank Account Number
Sort Code
Bank Name (Natwest etc)
Additional Comments
If some has referred you to us, show them some love & let us know who it was so we can thank them!
Name of referee
If you know of a friend who might like to join us leave their email here!
Name and Number/Email Address
Signature

Clear
Please verify that you are human *
Should be Empty: