2026 Questionnaire

Step 1 of 4

Your Details

Full Name

UTR Enter your 10-digit Unique Taxpayer Reference.

Income

Outside of your limited company, did you receive other employment income?

YES NO

Please provide copies of the following where applicable:

P60
P45 If the employment ceased during the year

Did you receive any benefits during your employment? (e.g mileage, insurance etc.)

YES NO

Please provide copies of the following where applicable:

P11D form or a list of benefits and amounts

Do you wish to claim any employment expenses or capital allowance incl travel, subscriptions?

YES NO

Please provide:

A list with details of expenses and amounts

Outside of your Ltd company, did you receive any dividends e.g. from UK companies, unit trust, open ended investment companies, foreign companies (up to £2,000)

YES NO

Please provide

Company name
Total dividends received
R185 or certificates of income and tax deducted

Did you receive income of more than £1000 from self-employment/partnership?

YES NO

Please provide the name of all businesses
Details on a separate sheet of all business income and expenses
If it was a partnership, please forward the Partnership Tax Return

Did you receive income from UK land and/or property (including income from foreign property) over £1,000?

YES NO

Please provide

Details on a separate sheet of rent received and expenses paid
Mortgage Interest Certificate
Details if the property is in split ownership

Did you receive any income from overseas?

YES NO

Please provide

Type of income (dividends, interest, employment etc.)
Country of origin
Gross income
Tax / Withholding tax deducted

Did you dispose of any assets eg shares or property (not including your residential house)?

YES NO

Please provide

Full details of the assets sold
The amounts realised
The original cost of the asset
Cost of purchase and sale
Any other details/costs

Did you receive any interest e.g from UK banks/building society, UK unit trust or untaxed foreign interest up to £2000?

YES NO

Please provide

Statement(s) of interest received

Please do not include interest from ISAs cash ISAs, premium bond receipts or interest from NS&I tax-free product. If account held jointly please only include your share of the interest.

Did you receive any UK pensions, annuities or taxable state benefits (example, jobseekers allowance, retirement annuity, Incapacity Benefit)?

YES NO

Please provide

P60 or statement recording your income and any tax deducted

Did you receive a Winter Fuel Payment or Pension Age Winter Heating Payment

YES NO

Please provide full details

If you are the higher earner in your househouse, did you or your partner (if you have one) receive child benefit during the tax year?

YES NO

Please provide

How many children it was for?
Total amount received
Any additional details (include any start or cease dates within the tax year)

Did you receive any other UK income, eg employment share scheme, life insurance gains?

YES NO

Please provide full details

Have you made any income tax losses on other taxable income, eg casual earnings or commissionin?

YES NO

Please provide full details

Reliefs and deductions

Do you have an outstanding loan?

YES NO

Please provide

Type of repayment plan: Plan 1, 2, 4, 5 or post graduate loan
Total amount repaid in the year

If you are a higher rate tax payer, did you make any contributions towards a pension (including contributions to employers pension scheme) or retirement annuity?

YES NO

Statement from provider(s)

Are you liable to pension savings tax charges or received payments from overseas pension scheme?

YES NO

Please provide full details

Did you make any charitable donations during the tax year, for which you declared gift aid?

YES NO

Please provide total amount

If you're married or in a civil partnership and both you and your spouse are basic rate taxpayers, do you want to transfer some personal allowance.

YES NO

Do you want to claim any other tax reliefs and deductions eg. community interest tax relief, venture capital trust share, maintenance/alimony payments?

YES NO

Provide full details

Other Information

Have you had any income tax refunded or offset by HMRC or JobCenter Plus?

YES NO

Provide full details

Do you need to disclose any income from disguised remuneration avoidance scheme?

YES NO

Do you have an outstanding loan?

Have you used one or more tax avoidance scheme?

YES NO

Provide full details

Any other information

Please provide any other income or outgoings that you think are relevant to completing your Income Tax Return, including any foreign income or gains that have not been mentioned above.

Review Your Answers

Declaration

I confirm that the information provided in this questionnaire is complete and accurate to the best of my knowledge.

Name

Date

Thank You

Thank you for completing your 2025/26 Self Assessment Questionnaire.

Please download and email the completed questionnaire together with your supporting documents to us

We will review the information provided and contact you if we require any further details.