Information needed for Self Assessment Client

This is not an exhaustive list but will get the ball rolling in setting you up as a client and preparing everybody to know what will need to be collected to do your self assessment tax return.

First Name *

Last Name *

Full Name if different to the above

Address *

Contact number *

E-mail *

Skype name

What is your profession? *

What is your instrument?

Are you a member of a performance union

Yes - Equity Yes - MU Yes - ISM Yes - Other (please let me know) No

Were your recommended to us by your agent *

What is your agents name & firm?

Date of birth *

National Insurance Number *

Unique Tax Reference number (UTR) *

Marital Status

Nationality *

Have you been employed in the tax year? *

Do you have any self employment business *

Yes No Not sure

What is your accounting year end for self employement? This is important due to the changes in tax year 2023/2024

31 March - Woo hoo, will not affect you in 2023/2024 5 April - Woo hoo, will not affect you in 2023/2024 30 Aprill - changes will need to take place by 2023/2024 30 June - changes will need to take place by 2023/2024 31 August - changes will need to take place by 2023/2024 31 December - changes will need to take place by 2023/2024 Other - changes will need to take place by 2023/2024 I have no idea - sorry

Do you receive any pension income? *

No Yes

Do you have any bank or building society account that has given YOU interest in the tax year? *

Yes No

Have you received any dividends from companies over the tax year? *

Yes No

Do you rent out any property and receive income from it? *

Do you have any capital gains from the sale of things like shares or investments? *

No Yes Unsure

Have you made any pension contributions in the tax year? *

No Yes

Have you made any charitable donations? *

No Yes

Do you have children and claim child benefit? *

Do you have student loans to repay? *

Yes No Unsure

Which Student loan plan(s) do you have?

Plan 1 Plan 2 Scottish Plan 4 Post Graduate loan

Do you have any Foreign Income with tax deducted at source

Yes - and tax has been deducted Yes - and tax has not be deducted Yes - not sure if anything has been deducted No - I have not had any foreign income

Do you have an accountant currently in place? *

Yes No

You will need to resign from your current accountants and introduce us to them. We do have a template you can use for this. Let us know if you need this.

Accountants Name, Business Name & Address

Accountants E-mail Address

Is there anything we should be aware of before contacting your accountant?

Don't worry , we won't contact them until you have confirmed your resignation.

We like to connect to clients on social media, so feel free to enter your details and we'll happily follow or connect with you.

Facebook URL

Twitter name

Linked In

How did you hear about Performance Accountancy? *

What is your favourite chocolate?

If you have any information already, please feel free to upload the scans here

We are required by the ICAEW, our governing body, and by HMRC to carry out client due diligence with regards to Anti Money Laundering (AML). The anti-money laundering checks will be carried out via the TaxCalc AML system or Verify. Can you please attach a copy of your passport as well as proof of address such as a utility bill, council tax bill or bank statement not more than three months old, as we will need it for our anti-money laundering checks. Thank you.

Please confirm which ID document being attached

Passport Driving Licence Other official photo ID

Please confirm which proof of address is being used

Bank / Credit card statement Council tax bill Utility bill Other

Please upload the files - more than one can be loaded

Upload Your Files

Would you consent to receiving monthly updates on topics that may affect your accounts, tax, and running yourself as a business? *

Yes, please keep me informed with regular updates No, I don't want to be kept informed with regular updates

I know this seems daft, but here goes: Do you agree for us to process your data for your tax returns from today onwards *

Yes, please process my data in order to complete and file my tax returns from today onwards No, I do not want you to process my data to complete and file my tax returns

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