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Home » Self Assessment Tax Return

Self Assessment Tax Return

Self assessment is how HMRC know what income you’ve received and what tax you should pay. It’s obviously very important to calculate it correctly, you don’t want HMRC knocking on your door wanting more tax but then again you certainly don’t want to overpay! But how do you know if you even need to do a self assessment tax return? Don’t worry though, we’re here to help. Just complete some quick details below and we’ll calculate your tax for you and prepare and submit your tax return to HMRC.

LET'S GET STARTED

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Title *

Name *

First

Last

Have you ever been known by another name?

Previous Last Name (if applicable)

Email *

UTR *

If you do not know your UTR Number, please enter "Unknown"

Date Of Birth *

Tax Year *

All questions below relate to the tax year stated above. This runs 6th April to the 5th April in the following calander year. If you are unsure about any part of this form please get in touch on 0330 122 2280 or theteam@jaccountancyne.co.uk and we'll be happy to help you.

Have you been employed through PAYE? *

Yes
No

Employer Details

Name Of Employer *

Employer Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

PAYE Reference *

Income Received (£) *

These details can be found on your P45 or P60

PAYE Paid (£) *

Benefits in Kind

These details can be found on your P11D

Benefit in Kind 1

Benefit 1 Value

Benefit in Kind 2

Benefit 2 Value

Benefit in Kind 3

Benefit 3 Value

Benefit in Kind 4

Benefit 4 Value

Student Loan Deductions

Employment End Date

Add Another Employer?

Add Another Employer?

Employer Details

Name Of 2nd Employer *

2nd Employer Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

2nd PAYE Reference *

2nd Income Received (£) *

These details can be found on your P45 or P60

2nd PAYE Paid (£) *

Benefits in Kind

These details can be found on your P11D

2nd Benefit in Kind 1

2nd Benefit 1 Value

2nd Benefit in Kind 2

2nd Benefit 2 Value

2nd Benefit in Kind 3

2nd Benefit 3 Value

2nd Benefit in Kind 4

2nd Benefit 4 Value

Do you have a Limited Company? *

Yes
No

Dividends Drawn *

Please enter the NET dividends, i.e. the amount that was actually paid to you. Please enter only your share of dividends paid to you If you have other shareholders in the company then they may need to complete a tax return too.

Did Your Company Close In The Tax Year?

Yes
No

Company Close Date *

Total Closing Payment To You? *

Have you received any dividends outside your own Limited Company? *

Yes
No

Dividends Outside Company 1

Outside Dividends 1 - Amount

Dividends Outside Company 2

Outside Dividends 2 - Amount

Dividends Outside Company 3

Outside Dividends 3 - Amount

Dividends Outside Company 4

Outside Dividends 4 - Amount

Have you received any interest from a UK bank or building society? *

Yes
No

Bank Interest 1

Bank Interest 1 value

Bank Interest 2

Bank Interest 2 value

Bank Interest 3

Bank Interest 3 value

Bank Interest 4

DO NOT include ISA's interest. If the interest is paid to a joint account please just include your share of the interest Bank interest will usually be taxed before it is paid to you but it must still be included on your tax return

Bank Interest 4 value

Do you have a rental property? *

Yes
No

Please only include your share of rent and expenses.

Property Details

Rental Property Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Rent

Rent Received *

Is This Property Furnished? *

Yes
No

Is This Property a Holiday Let? *

Yes
No

Expenses

Mortgage Interest *

Repairs & Renewals *

Utility Bills & Council Tax *

Letting/Management Fees *

Insurance & Ground Rents *

Other Expenses

Rent1 - Other Description

Rent1 - Other Amount

Rent2 - Other Description

Rent2 - Other Amount

Rent3 - Other Description

Rent3 - Other Amount

Rent4 - Other Description

Rent4 - Other Amount

Additional Property?

Additional Property?

Property Details

Additional Rental Property Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Rent

Rent Received *

Is This Property Furnished? *

Furnished
Unfurnished

Is This Property a Holiday Let? *

Yes
No

Expenses

Mortgage Interest (copy) *

Repairs & Renewals *

Utility Bills & Council Tax *

Letting/Management Fees *

Insurance & Ground Rents *

Other Expenses

2Rent1 - Other Description

2Rent1 - Other Amount

2Rent2 - Other Description

2Rent2 - Other Amount

2Rent3 - Other Description

2Rent3 - Other Amount

2Rent4 - Other Description

2Rent4 - Other Amount

Have you received a Pension in the year? *

Yes
No

Provider Name *

Reference *

Gross Amount *

Tax Deducted *

Net Amount *

Add Another Pension?

Add Another Pension?

Provider Name *

Reference *

Gross Amount *

Tax Deducted *

Net Amount *

Have you received any Social Security income? *

Yes
No

Description of Income Received *

Gross Amount *

Tax Deducted *

Net Amount *

Add Another Item (Social Security)

Add Another Item

Description of Income Received *

Gross Amount *

Tax Deducted *

Net Amount *

More Social Security

Add More Entries

Have you had any Capital Gains in the year? *

Yes
No

This is where any capital items you have bought and sold need to be included. Common examples are shares in companies and second properties Please do not include; your main residence, any company items or items bought but not yet sold.

Description Of Capital Gains 1 *

Gains Purchase Date *

Gains Date Sold *

Gains - Initial Cost *

Gains - Selling Costs *

Gains - Sale Proceeds *

Additional Capital Gains

Add Another Item

Description Of Capital Gains 1 (copy) *

Gains Purchase Date (copy) *

Gains Date Sold (copy) *

Gains - Initial Cost (copy) *

Gains - Selling Costs (copy) *

Gains - Sale Proceeds (copy) *

Capital Gains - More

Add More Entries

Overflow - Capital Gains

Have you had any business income? *

Yes
No

If you have had any business income please include the details here This is if you have been trading as a sole trader or partnership, please don't include any details relating to your limited company. They need to be recorded in the "Do you have a limited company?" section.

If Jaccountancy has prepared accounts for this income please tick here.

Otherwise please provide a copy of the accounts for this work. These can be emailed to your accountant at Jaccountancy.

Details of Business Income *

Have you or your partner received any child benefit payments? *

Yes
No

Amount Received *

Number Of Children *

Are you the higher earner out of you and your partner? *

Yes
No

Do you have any outstanding student loan? *

Yes
No

Amount Outstanding *

Have you made any payments to a personal pension scheme? *

Yes
No

Provider Name *

Contract Number *

Amount Paid *

Add Another Pension?

Add Another Pension?

Provider Name *

Contract Number *

Amount Paid *

Have you made any gift aid donations? *

Yes
No

Who were these payments made to? *

Amount Paid? *

Add Another Payment?

Add Another Payment?

Who were these payments made to? *

Amount Paid? *

Add Additional Entries?

Add Additional Entries?

Additional Gift Aid Payments

Have you had any income from outside the UK? *

Yes
No

Please provide the details of this income.

Description *

Country *

Tax Deducted *

Amount *

Description (copy)

Country (copy)

Tax Deducted (copy)

Amount (copy)

Description (copy) (copy)

Country (copy) (copy)

Tax Deducted (copy) (copy)

Amount (copy) (copy)

Description (copy) (copy) (copy)

Country (copy) (copy) (copy)

Tax Deducted (copy) (copy) (copy)

Amount (copy) (copy) (copy)

Is there any other information you need to provide? *

Yes
No

Additional Information *

Declaration *

I confirm that the above details include all my income and reliefs for the tax year.

Contact

Schedule A Call

0330 122 2280
theteam@jaccountancy.co.uk

Address

Jaccountancy (UK) Ltd
Maling Exchange | Hoults Yard,
Walker Road, Newcastle upon Tyne
NE6 2HL

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