Information needed for Self Assessment Client

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.
Title*

MissMsMrsMrDrNon-identified
First Name*
Last Name*
Full Name if different to the above
What name do you prefer to be called by?
Address*
If you have changed your address in the last 12 months, please also provide your old address and date of moving.
Contact number*
E-mail*
What is your profession?*
What is your instrument?
Are you a member of a performance union

Yes - EquityYes - MUYes - ISMYes - 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*

YesNoNot sure
What is your accounting year end for self employement?

31 March5 AprilOther
What system do you keep your bookkeeping in?*

ExcelXero1TapSage onlineQuickbooks (oh dear)Handwritten paper optionIn a shoebox for you to do
Do you receive any pension income?*

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

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

YesNo
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?*

NoYesUnsure
Have you made any pension contributions to a personal pension, not employers pension, in the tax year?*

NoYes
Have you made any charitable donations?*

NoYes
Do you have children and claim child benefit?*
Do you have student loans to repay?*

YesNoUnsure
Which Student loan plan(s) do you have?

Plan 1Plan 2Scottish Plan 4Post Graduate loan
Do you have any Foreign Income with tax deducted at source

Yes - and tax has been deductedYes - and tax has not be deductedYes - not sure if anything has been deductedNo - I have not had any foreign income
Do you have an accountant currently in place?*

YesNo
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.
Which social media platforms do you use (tick all that apply)*

LinkedInFacebookTwitterInstagramTikTokYou TubeOh give over, I am not on social media
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

Upload a File

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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

PassportDriving LicenceOther official photo ID
Please confirm which proof of address is being used

Bank / Credit card statementCouncil tax billUtility billOther
Please upload the files - more than one can be loaded

Upload Your Files

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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 updatesNo, 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 onwardsNo, I do not want you to process my data to complete and file my tax returns
Our privacy policy can be found here >>> privacy-policy
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