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LET US HELP WITH YOUR SELF Assessment
Self Assessment Checklist
Fill this form to easily provide us with all the information necessary to carry out your Self Assessment tax return.
DATE OF BIRTH (day/month/year)
If you are ‘Employed’, please upload your P60 for 5th April 2020
Are you receiving Self Employed income? (If yes, go to point 1)
Are you in a Partnership? (If yes, go to point 2)
Do you receive income from UK Property? (If yes, go to point 3)
Do you receive Foreign Income? (If yes, go to point 4)
Do you receive income from a Trust or a deceased person’s estate? (If yes, go to point 5)
Have you sold or disposed assets (i.e. stocks, shares, land and property or a business)? If yes, go to point 6
1. SELF EMPLOYED - UTR Number
Previous years’ Tax Return
Bank Statements (personal if business transactions go through this)
Paypal exports (preferably csv/excel format)
Business Credit Card Statements
How many hours a week do you work in your home on your business?
Only applicable IF YOU WORK FROM HOME:
If you work from home, I require 12 months worth of payments made for: Council Tax, Rent / Mortgage, Interest, Electricity, Gas, Home Insurance.
Use of personal car for business purposes.
UK dividends received from shares or own LTD
If you made purchases out of your personal account, ensure you send me all receipts for these
Expenses/Purchases made from your business bank account, we will extract from your statement If purchases were made from a personal bank account, please highlight on those statements which are Business transactions (this is for ease of extracting the correct information)
Previous years’ Partnership Tax Return
3. UK PROPERTY
Type of Property (e.g. is this a furnished holiday let – if several different types, please give details)
Claiming Rent a Room relief
No. of properties rented out? (if several please give details referencing Type of Property)
Property income ceased in the year?
Details of Income & Expenditure?
4. FOREIGN INCOME
Type of Income (e.g. interest, dividend, pension etc)
Details of Income:
Has foreign tax been paid?
5. TRUSTS & ESTATE
Type of Income (e.g. Trust / Estate)
Details of Income:
6: CAPITAL GAINS
Type of disposal? (e.g. stocks, shares, land and property or a business)
Details of proceeds / allowable costs etc received?
How can we help you?
ORIGO is ready to help you get the most out of your business and give you back the time to focus on what you love.
We offer services for start ups and established small businesses, sole traders and owner managed companies.