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6 things we need to know from you for the 2018 tax year end

Home/6 things we need to know from you for the 2018 tax year end
  • Self Assessment information required for tax period 6 April 2017 to 5 April 2018

  • 1. Did you receive any income outside of your limited company?

  • These documents detail your employment income.
    Drop files here or
  • 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.
  • 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.
  • Your gross dividend income.
  • Please use the upload or paragraph fields below to detail any rental income you may have received from 6 April 2017 to 5 April 2018.
  • Please 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.
  • 2. 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.
  • There 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?

  • Date Format: DD slash MM slash YYYY
  • Date Format: DD slash MM slash YYYY
  • 4. Director's loan over £10,000?

  • 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.
  • 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.
  • If you know whether you are on Student Loan Plan 1 or Plan 2 please include this information below.
  • Please use the upload or paragraph fields to details about any EIS/SEIS/VCT schemes you may have invested in.
  • Drop files here or
  • Any other information

  • Drop files here or
    Please upload any other supporting documentation you think may be helpful.
  • 6. Bank Account

    In 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:

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Company details

IMS Accounting Limited
2 Stamford Square
London
SW15 2BF
Registered No. 11078935
Registered in England and Wales

info@imsaccounting.co.uk

T 0203 2911 467

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