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Questionnaire for Self Assessment Tax Returns

Please complete as best you can - some of the questions probably won't apply, and you don't need to enter specific numbers for a free quote.

Once completed click 'submit', you'll get your personalised quotation sent direct to the email address provided.

Which tax year do you want us to quote, please tick the relevant years if more than one.

1. 2011/12 2010/11 2009/10 2008/09 2007/08 2006/07 2005/06
2. Turnover/Income £1,000 to £30k £30k to £75k £75k to £100k £100k+

Self Employment

If you were self employed during the tax year? ( 6th April - 5th April )? Please answer the following...

1. Business Type Sole Trader Limited Company Contractor Sub Contractor
   Other
2. Industry Sector Retail Wholesale CIS Scheme Import Export Taxi Driver Service provider Engineers Medical Media Other
3. Did you have tax deducted from your gross payments? Yes No
4. Are you registered for VAT? Yes No If yes, would you also like us to quote for Vat     Yes No
5. What Vat scheme do you operate? Cash Accounting Business Accounting Flat Rate Special Retail
6. How often do you submit returns? Monthly Quarterly Annually

Employment (PAYE)

1. Were you a Director or an Employee during your employment? Director Employee

• Please state how many different employers/jobs you had for the period

1. Did you receive any benefits during you employment? Yes No
2. If yes, please select. Company Car Private Health Insurance Shares
   Other

Landlords – Property Income

1. Did you receive income from property lets? Yes No

• How many properties do you own/operate?

1. Property Type: Furnished Unfurnished Holiday Let Commercial
   Other
2. Are you the sole owner of the property/properties? Yes No If No, please explain ie: partnership/spouse etc.
3. Are the properties based in the UK? All UK Mixed All outside UK

Other Income

1. Investments - Do you have:

2. Bank/Building Society Savings: Yes No
3. National Savings Accounts or Bonds: Yes No
4. Shares and/or Unit Trust Holdings: Yes No

5. Pensions - Do you receive:

6. State Pension: Yes No
7. Firms/Private Pension: Yes No
8. Capital Gains: Yes No

• If there are any particular circumstances which you feel may affect your personal tax position, please give brief details:

1. Did you have any other form of income? Yes No

• If yes, please give details

Lastly, about you

• Title Mr. Mrs. Ms. Miss Dr. Rev.
• Forename required
• Surname required
• Address
• Postcode
• Please provide your Email address.   required We will only use this address to contact you about your quote
• Please provide your Phone number.  We will only use this number to contact you about your quote
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