Tax Return Questionnaire

Tax Return Questionnaire

By completing this questionnaire you are providing details to your dedicated tax expert to enable them to prepare your personal tax return, also known as a self assessment tax return.

Please complete each section of the questionnaire confirming your personal return details. If you have any questions please contact your point of contact.

Feel free to use the 'Any other information' box at the end of the questionnaire for any additional information.

e.g. 1234567890


During the tax year period as selected above please confirm if you have received personal income from the following sources:

Other Employment within the tax year outside of your own Ltd Company

This includes employment where you have previously paid PAYE.


Dividends received from your own Ltd Company


Other UK Dividend Income


Personal Bank/Building Society interest received net of tax


Pensions Received


Social Security Income


Rental Income


Capital Gains


Business Income


Child Benefit


Reliefs and Deductions

During the tax year period as selected above please confirm details for any relief or deductions and claims from the following sources:

Student Loans


Married Couple's Allowance / Additional Personal Allowance

Only relevant if you or your partner were born before 6 April 1935.


Personal Pension Payments - Payments made personally


Gift Aid


Any other information

Please also provide any other income or outgoings that you may think relevant in completing your Income Tax Return which may not have been mentioned above including foreign income and gains.

11. Declaration


You may be contacted for further confirmation.

When you submit this form a copy will be sent to the relevant point of contact and a confirmation email will also be sent to you to acknowledge receipt. A printed page is available in your browser should you like to print a copy of the details submitted for your records.

Client Reviews

Wayne Plaister FCCA

Prime Accounts Limited

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Prime Accounts Ltd. Company Reg. No. 05982652 Registered in England and Wales. VAT No. 930 5613 43. Memberships: ACCA, No: 1673164.
Prime Accounts Ltd., Unit 6C Napier Court, Gander Lane, Barlborough, Chesterfield, Derbyshire S43 4PZ

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