Personal Information

Full Name:

Full Address:

Telephone Number:

Mobile Number:

Fax Number:

Email Address:

National Insurance Number:

Tax Reference Number:

Date of Birth:

Day Month Year

Male or Female:

Male Female

Marital Status:

Date of Marriage:

Day Month Year

Spouses Full Name:

Spouses Date Of Birth:

Day Month Year

Are you resident in the UK?

Yes No

Employment

Occupation

Form P45 or P60 for each employment

Form P11D for each employment

PAYE Notices of Coding

Details of any employment expenses claimable

Director and/or shareholder in the company?

Partnership income

Details of partnership income

Details of partnership tax paid

Details of profit share ratios

Details of individual partners

Partnership accounts ending in the tax year

Rental income (for each property)

Address of rented property

Amount of rental income received

Details of rental expenses

Letting statements

Mortgage interest statements

Furnished or Unfurnished?

Jointly owned?

Any losses brought forward?

Foreign income

Details of your foreign income

Share options

Details of share options exercised and sold

Contact notes

Pension income

P60 from any pension income

Details of any state pension received

Interest and dividends

List of building society and bank interest received

List of dividends received

Any other investment income statements

Self-employed

Occupation

Date of start of business

Name and address of business

Accounts ending in the tax year

Details of private proportions of expenses

Details of capital allowances

Details of any losses brought forward

Details of any CIS tax paid in year

Capital gains

Details of disposal where gain is more than £8800

Details of purchase price and date of purchase

Details of sale proceeds and date of sale

Nature of asset disposed of - business or non-business

Any losses brought forward?

Non-resident

Details of days in the UK from 6th April 2006 to 5th April 2007 (supported by documentation)

Ordinarily resident in the UK in 2005/6 or 2006/07?

Country of nationality

Country of residence

Intend to live outside the UK permanently?

Income from trusts

Occupation

Form P45 or P60 for each employment

Form P11D for each employment

PAYE Notices of Coding

Details of any employment expenses claimable

Director and/or shareholder in the company?

Additional information

Details of contributions to a personal pension

Details of other taxable income

Details of any other payments qualifying for tax relief

Details of any payments on account already paid for 2006/2007

Details of payments to any retirement annuity contracts

Any other relevant details not mentioned above

Method of payment (to be agreed in advance)

Cheque

Bank Transfer

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