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AboutWho you'll be working with Contact07903 793886 · vincent@tpacc.uk

Home / Client forms / Self assessment

Self assessment information form

Everything I need to prepare your tax return. Fill in what you can. Rough figures are fine, and I'll check the details with you.

Your answers are saved on this device as you go, so you can come back later. Personal ID and bank details are never saved.

Prefer paper? Download the PDF
00

Have these to hand

You don't need everything now. Send documents by email or WhatsApp after you've sent the form.

  • P60 and any P45 or P11D from your job
  • Bank statements for any business account
  • Sales invoices and receipts for business costs
  • Rent statements and letting agent reports
  • Dividend vouchers and interest statements
  • Pension contribution statements
  • Any letters from HMRC
01

About you

For example QQ 12 34 56 C
10 digits, on letters from HMRC. Leave blank if you don't have one.
Are you registered for self assessment?
02

Tax year

03

Your income

Tick everything you had in the tax year.

Income you had
04

Self-employment

Only if you are self-employed.

Use the CIS form instead if most of your work is CIS.
05

Employment

Only if you had a job. The figures are on your P60.

06

Rental property

Only if you rent out property.

For example 50%
07

Other income

Leave blank anything that does not apply.

What you sold, when, what you sold it for and what it cost.
08

Allowances and reliefs

Marriage Allowance
Does your partner earn more than you?
09

Payments to HMRC

10

Bank details for any refund

Only used so HMRC can pay any refund straight to you. The account must be in your name.

6 digits
8 digits
11

Anything else I should know?

Letters from HMRC, changes this year, questions you want to ask me.
12

Declaration

As an accountant supervised by HMRC for anti-money laundering, I'll also need to see photo ID and a recent proof of address before I start. I'll ask for these separately.

Your details are used only to prepare your accounts and tax returns and to deal with HMRC for you. They are kept securely and never shared or sold. Planet Accounting is registered with the ICO (ZC223124).