Self Assessment 2023/2024 - Confidential Client Data Submission Form

Self Assessment 2023/2024 - Confidential Client Data Submission Form

This smartsheet form will help to collect the information needed to prepare your self assessment tax return for the year to 5th April 2024 (due by 31st January 2025) H M Revenue & Customs impose deadlines for filing of tax returns. These deadlines differ dependent upon the content and method of filing the return, and also where any tax due is to be collected via PAYE. However, if the statutory filing deadlines cannot be met late filing penalties will be imposed. We need time to prepare your return and deal with any problems that may arise, and to give you sufficient notice of your tax liability for the year, which is payable on 31st January 2025 together with your first payment on account for the succeeding tax year. Please would you let us have the following information as soon as possible, and by 30th September 2024 at the latest, so that your tax return can be prepared without any unnecessary delay

Surname*

First Name*

E Mail*

Tel No*

Address

UK Resident*

Select or enter value

Date of Birth*

Marital Status

Select

UK or Scottish Tax*

Select

NI Number*

UTR*

Unique Taxpayer Reference (10 digits)

HMRC Requested

HMRC has sent me a request to file a self assessment return

Select or enter value

HMRC Payments*

How much have you already paid to HMRC 31st January 2023 and 31st July 2023 toward this self assessment

Student Loans

Select

Charitable Donations

Types of Income*

Select

Class 2 NI for the Self Employed

Tick if you want to Pay Class 2 NI https://www.gov.uk/pay-class-2-national-insurance

File Early and Pay Tax via Tax Code

Submit your online return by 30 December if you want HMRC to automatically collect tax you owe from your wages and pension.

File Upload - supporting documents*

New Clients

Previous Self Assessment Return Previous SA302

Employment Documents

P60's (and/or P45)

P11D's - Benefits in Kind

Expenses not paid by employer - such as Working from Home £6/week, Mileage (45p/25p per mile) and Professional Memberships

Off Payroll IR35 Payments with tax deducted by the client

Self Employment Documents

P&L and Balance Sheet from Xero, Sage, Quickbooks or other software or spreadsheet

SEISS Grant documents

Bank Statements

CIS Suffered

Furnished Holiday Lets - Serviced Accommodation

P&L and Balance Sheet from Xero, Sage, Quickbooks or other software or spreadsheet

Mortgage Interest Certificate

Bank Statements Number of days let, number of days available in the year - https://www.gov.uk/government/publications/furnished-holiday-lettings-hs253-self-assessment-helpsheet/hs253-furnished-holiday-lettings-2024

Rent a Room Income and Costs

Residential Property Lets

P&L and Balance Sheet from Xero, Sage, Quickbooks or other software or spreadsheet

Form 17 - details of ownership split

Mortgage Interest Certificate

Letting Agent Statements

Bank Statements

Summary of Repairs, Improvements and Replacement of Domestic Items

Original Property Price, Purchase Costs (SDLT) and Improvements

Current Mortgage Value Outstanding

Partnership Income

P&L and Balance Sheet from Xero, Sage, Quickbooks or other software or spreadsheet

SA800 Partnership Return

Foreign Income

Dividend Vouchers

Income Documents

Foreign Tax Paid

Residency Information

Dividends

Dividend Vouchers or summary by company with dates paid

Interest

Interest statements and details of any tax deducted Qualifying Interest Relief - personal interest paid on loans made to a limited company

CT61 Deduction Statements and Interest Paid from Companies

Pensions

P60 or pension statement

State Pension Amount

Capital Gains/Losses

Supporting information including Asset Description, Date Purchased, Amount Paid, Other Costs, Disposal Proceeds, Sale Date, amounts paid and returns submitted (60 day reporting) https://www.gov.uk/report-and-pay-your-capital-gains-tax/if-you-sold-a-property-in-the-uk-on-or-after-6-april-2020

Reference starting with X

Child Benefit

Details of number of children

amount claimed

Marriage Allowance

Details of transferor and transferee including marriage date, name, and NI numbers

Other

Any other sources of income? any other relevant costs SEIS and EIS investments

Drag and drop files here or

Send me a copy of my responses

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