Self Assessment Questionnaire 2020

For the period 6th April 2019 to 5th April 2020

If you are an existing client and we manage your accounting and payroll then you do not need to upload the documents stated below, to your smart vault portal, as we already have these. Please proceed to the next section.

If you are a new client please follow the instructions below and upload the relevant documents to your smart vault portal, then proceed to the next section.

1. Statements of interest issued by all banks and building society for the year end 05/04/20
2. Dividend vouchers or statements from all investments for the period ended 05/04/20
3. Child benefit entitlement letter for the period ended 05/04/20
4. Evidence of student loans
5. Evidence of pensions, state and/or private
6. P60 or P45 for the period ended 05/04/20
7. P11d Certificate for the period ended 05/04/20
8. Books and records in the form of either a spreadsheet / book-keeping detailing all income and expenses for the period ended 05/04/20
9. CIS deduction statements for the period ended 05/04/20
10. Details of income received from rental income and associated expenses in the form of expenses such as letting charges, mortgage statements, repairs to 05/04/20
11. Detail of any other income that has not been covered in the above or you require clarity on to 05/04/20
12. Evidence of any charitable donations made in the period ended 05/04/20
13. Evidence of your partners income for transfer of allowance if applicable
14. Evidence of any expenses incurred for your employment that has not been reimbursed by your employer to 05/04/20
15. Evidence of any capital disposal in the period ended 05/04/20
16. Use the field to state any additional information if you are unable to upload the supporting documents requested above