Self assessment

Section 1 - Primary Information
First name*
First
Last name*
Last
Address line 1*
Address line 2
Address line 3
Address line 4
Post Code*
Date of birth*
Month
Day
Year
National insurance number*
Unique taxpayer reference*
Contact email address*
Contact telephone 1*
Contact telephone 2*
Which tax year is this information for?*
Section 2 - Employment Income
Did you receive any income from employment this year? Please provide any P60 / P45 forms, and P11D forms as applicable.*
- Yes
- No
Employment
Company name
Address line 1
Address line 2
Address line 3
Address line 4
Post Code
PAYE reference
Total income per P60 / P45
Total deductions per P60 / P45
Do you have a Student Loan?
- Yes
- No
Repayments deducted by employer
Do you think the loan will be repaid within the next 2 years?
- Yes
- No
Did your employment with this company begin during the year?
- Yes
- No
Please enter your start date
Month
Day
Year
Did your employment with this company finish during the year?
- Yes
- No
Please enter your finish date
Month
Day
Year
Did you receive any benefits in kind from this company?
- Yes
- No
Company car
Fuel allowance
Living accomodation
Company van
Medical treatment/insurance
Other details
Section 3 - Dividends and Unit Trusts
Did you receive any dividends or unit trusts this year?*
- Yes
- No
Company name
Date of dividend
Month
Day
Year
Dividend amount
Other details
Section 4 - Self-Employment Income
Did you receive any income from any self-employed activities this year?*
- Already provided / eCloud Experts Will Complete this
- Yes
- No
Self-Employment Income
Name/type of business
Total income
Total expenses
Were you in receipt of any self-employment income support scheme grants (SEISS)*
- Yes
- No
SEISS
Date SEISS received
Month
Day
Year
Amount received
Section 5 - Pension Income
Did you receive any payments from a pension this year, including State Pension and Personal Pension?*
- Yes
- No
Pension
Pension name
Pension country
Gross income
Tax deducted
Other details
Section 6 - State Benefits
Did you receive any state benefits this year, including State Pension? Please provide any P60 / P45 forms as applicable.*
- Yes
- No
Did you receive any Child Benefit during this year?*
- Yes
- No
Total amount received
Number of children
Did you receive any other benefits this year, including State Pension?*
- Yes
- No
Benefit
Gross benefit
Type of benefit
Tax deducted
Other details
Section 7 - Bank / Building Society / Other Interest
Did you receive any bank or building society (or other) interest?*
- Yes
- No
Was this interest earned from ISAs?*
- Yes
- No
Interest
Bank / Building Society / Other
Interest received
Was this interest earned in a joint account?*
- Yes
- No
Section 8 - Rental Income
Did you receive any rental income from properties this year?*
- Already provided / eCloud Experts Will Complete this
- Yes
- No
Was any of the income received from the letting of furnished rooms within your own house (i.e. your main residence)?*
- Yes
- No
Address line 1
Address line 2
Address line 3
Address line 4
Postcode
Is this a jointly-owned property?*
- Yes
- No
Is this a jointly-owned property?
Rent received
Total of lettings fees
Total of other expenses
Other details
Was any of the income received from the letting of furnished holiday homes (i.e. not your main residence)?*
- Yes
- No
Holiday home
Address line 1
Address line 2
Address line 3
Address line 4
Other details
Is this a jointly-owned property?*
- Yes
- No
Share of property (e.g. 50%, 33%, 25%)
Number of days property was occupied by yourself or related persons
Number of days property was available to let to the public
Number of days property was actually let to public
Rent received
Total of lettings fees
Total of other expenses
Other details
Was any of the income received from other properties?
- Already provided / eCloud Experts Will Complete this
- Yes
- No
Property
Address line 1
Address line 2
Address line 3
Address line 4
Postcode
Is this a jointly-owned property?*
- Yes
- No
Share of property (e.g. 50%, 33%, 25%)
Is the property residential?*
- Yes
- No
Is the property fully-furnished (e.g. beds, sofas, wardrobes etc.)?*
- Yes
- No
Rent received
Repair costs
Services/rates paid
Lettings fees paid
Insurance paid
Mortgage interest paid
Other details
Section 9 - Foreign Income
Did you receive any foreign income this year? Please provide relevant documentation to support these details.*
- Yes
- No
Foreign income source
Name of employer / payer
Country
Type of income source
Net income received
Foreign tax deducted
UK tax deducted
Other details
Section 10 - Capital Gains
Did you sell any assets (not including main residences, vehicles, company assets, or assets with a value less than £6,000) this year? (e.g. investments / shares / Crypto Assets , land & buildings, antiques)*
- Already provided / eCloud Experts Will Complete this
- Yes
- No
Sale of asset
Asset
Date of sale
Month
Day
Year
Proceeds
Cost of sale
Other details
Did you purchase any assets (not including main residences, vehicles, company assets, or assets with a value less than £6,000) this year? (e.g. investments / shares, land & buildings, antiques)*
- Already provided / eCloud Experts Will Complete this
- Yes
- No
Purchase of asset
Asset
Date of sale
Month
Day
Year
Proceeds
Cost of sale
Other details
Section 11 - Trusts & Estates
Did you receive any income through entitlements from a trust or income from a deceased persons estate? Please provide R185 forms to support these details.*
- Yes
- No
Section 11 - Trusts & Estates
Trust/estate name
Amount received
Other details
Section 12 - Marriage Allowance
Are you married or in a civil partnership?
- Yes
- No
Did your partner earn less than £11,850 this year?
- Yes
- No
Full name of partner
Would you like to transfer any unused personal allowance to your partner, if applicable?
- Yes
- No
Section 13 - Gift Aid
Did you make any donations to charities this year?
- Yes
- No
Did you confirm that any of these would be Gift Aid donations?
- Yes
- No
Gift aid donation
Charity name
Amount donated
Other details
Section 14 - Private Pension Contributions
Did you make any contributions to a private pension scheme?
- Yes
- No
Private pension scheme
Pension scheme provider
Pension scheme policy number
Amount paid
Other details
Section 15 - Payments on Account
Have you made any payments on account for this tax year?
- Yes
- No
Payment on account
Amount paid
Date paid
Month
Day
Year
Section 16 - Other Information
Please provide any further information which you believe may need to be considered during the preparation of the tax return.
Section 17 - Supporting Documentation
Please upload any paperwork which supports the above information, or any additional documentation which may need to be considered during the preparation of the tax return.
Max. file size: 256 MB.
Section 18 - Declaration
Consent*
I confirm that I am happy for eCloud Experts to contact me regarding the above questionnaire.*
Consent*
I confirm that I have completed the above questionnaire to the best of my knowledge.*
Consent*
I confirm that it is my responsibility to contact eCloud Experts should there be any further information or changes following the submission of the above questionnaire.*
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