Self Assessment information required for tax period 6 April 2017 to 5 April 2018Name* First Last Email* Company Name*1. Did you receive any income outside of your limited company?1.1 Please upload any form P45, form P60, and final March 2018 payslip available for any employments outside of your limited company:These documents detail your employment income. Drop files here or If you have this type of income but currently do not have this documentation please advise as to what this documentation may be and when you can supply it:1.2 Untaxed interest income (excluding any ISA accounts and any business bank account interest)*Since 6 April 2016 banks and building societies have been paying interest gross, without income tax deducted. Please indicate the total gross interest you received. This field is required so please input £0 if applicable.1.3 Taxed interest income (excluding any ISA accounts and any business bank account interest)*If your bank paid interest net, i.e. with income tax deducted, please indicate the total net interest you received. This field is required so please input £0 if applicable.1.4 Dividend income outside of your limited company*Your gross dividend income.1.5.1 Rental incomePlease use the upload or paragraph fields below to detail any rental income you may have received from 6 April 2017 to 5 April 2018.1.5.2 Rental income1.6.1 Other incomePlease use the upload or paragraph fields below to detail any other income you may have received from 6 April 2017, e.g. pension Income, capital gains, other P11d income, foreign income, Job Seekers Allowance, etc.1.6.2 Other income2. Do you have expenses or benefits to report for the period 06/04/2017 - 05/04/2018?2.1 What to report If any expenses reimbursed to yourself were NOT wholly and exclusively for the purposes of the trade, and/or, your company paid for any expenses for you personally (as a benefit) for example, your company paid your private gym membership or paid your private telephone line, please skip 2.2 and complete 2.3 below.2.2 Confirm expenses for purposes of trade Please check this box if 2.1 does not apply to you and all business expenditure that was reimbursed was wholly and exclusively for the purposes of the trade. 2.3 Please detail any expenses or benefits as defined in 2.1There are two types of reimbursed expenses: 1. Where your company reimburses you personally for BUSINESS EXPENSES. We do not need to know about these, as you would have already claimed these on your portal. 2. Where your company reimburses you for private expenses OR pays your private expenses on your behalf e.g. gym membership- we need to know about these. Please complete section 2.3 below. Use the + and - buttons to add and remove rows. Amount (£)Description 3. Did you arrive in or leave the UK?3.1.1 Did you arrive in the UK between 6 April 2017 and 5 April 2018 (not including any holidays)?*YesNo3.1.2 What date did you arrive in the UK?* Date Format: DD slash MM slash YYYY 3.1.3 How many days did you spend in the UK between 6 April 2017 and 5 April 20183.1.4 Between 6 April 2017 and your arrival date did you earn any foreign income (income outside of the UK)?*YesNo3.2.1 Did you leave the UK between 6 April 2017 and 5 April 2018 (not including any holidays)?*YesNo3.2.2 What date did you leave the UK?* Date Format: DD slash MM slash YYYY 3.2.3 How many days did you spend in the UK between 6 April 2017 and 5 April 2018?*3.2.4 Between the date you left and the 5 April 2018 did you earn any foreign income (income outside of the UK)?*YesNo4. Director's loan over £10,000?4.1.1 Did you have a director's loan over £10,000 at any point during 6 April 2017 to 5 April 2018?*YesNo4.1.2 Please state the loan amount:*5. Any other situation/information relating to your Self Assessment for the period 6 April 2017 to 5 April 2018?Please note that this list is not exhaustive and if there are any scenarios that applied to you that are not listed, please specify in the ‘Any other information’ section below.5.1.1 Did you make any donations through Gift Aid?*YesNo5.1.2 Please state the donation amount:*5.2.1 Did you make any personal pension contributions?*This must not include the following: - Any pension contributions paid from your business bank account.- Payments you make to your employer's pension scheme which are deducted from your pay before tax.- Payments made by your employer.YesNo5.2.2 Please state the total amount:*5.3.1 Do you have a student loan (UK student loan only)?*If you know whether you are on Student Loan Plan 1 or Plan 2 please include this information below.YesNo5.3.2 Please provide student loan details:*5.4.1 Did you invest in any EIS/SEIS/VCT schemes?*Please use the upload or paragraph fields to details about any EIS/SEIS/VCT schemes you may have invested in.YesNo5.4.2 Please provide the EIS/SEIS/VCT details:*5.4.3 EIS/SEIS/VCT scheme uploads Drop files here or 5.5.1 Did you receive any child benefit payments?*YesNo5.5.2 Please state the total child benefit amount received between 6 April 2017 and 5 April 2018*5.5.3 How many children did you receive payments for?*Any other information5.6.1 Any other information5.6.2 Any other information Drop files here or Please upload any other supporting documentation you think may be helpful.6. Bank AccountIn the event that you are due a personal tax refund, we must include your personal bank account details on your tax return so that HMRC can refund you directly into your personal bank account. Please provide the following details:Bank name*Your name as it appears on your bank account*Sort code*Account number*
