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QBO Cloud Accounting Service
QBO Bookkeeping Service
QBO Bookkeeping Rescue Service
QBO VAT Returns Service
QBO Payroll And Pension Services
QBO Annual Accounts Service
QBO Management Reports
Influencer Tax Return
Personal Tax Returns
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Virtual Finance Director
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QBO Cashflow & Budgeting
Landlord Tax Returns
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QBO Basic Setup
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QBO Payroll Setup
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Migration for Accounting Firms
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ERP System to QBO Migration
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QBO Implementation
Ecommerce QBO Setup
QBO Training
QBO Basic Training
QBO Advanced Training
QBO Payroll Training
QBO Bespoke Training
Complete QBO Training
QBO Project Training
QBO Training For Business Owner
QBO Training For Landlord
QBO Charity Training
QBO Team Training
QBO Practical Accounting Training
QBO Construction Training
QBO Support
QBO Hourly Support
QBO Monthly Support
QBO Payroll Support
QBO Health Check
QBO Consultancy for Accounting Firms
Payroll Consultancy
QBO Payroll Healthcheck
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QBO Interim VAT Support
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Blogs
Section 1 - Primary Information
First name
*
First
Last name
*
Last
Address line 1
*
Address line 2
Address line 3
Address line 4
Post Code
*
Date of birth
*
Month
Month
1
2
3
4
5
6
7
8
9
10
11
12
Day
Day
1
2
3
4
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12
13
14
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20
21
22
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24
25
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28
29
30
31
Year
Year
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
National insurance number
*
Unique taxpayer reference
*
Contact email address
*
Contact telephone 1
*
Contact telephone 2
*
Which tax year is this information for?
*
6 April 2017 - 5 April 2018
6 April 2018 - 5 April 2019
6 April 2019 - 5 April 2020
6 April 2020 - 5 April 2021
6 April 2021 - 5 April 2022
6 April 2022 - 5 April 2023
Section 2 - Employment Income
Did you receive any income from employment this year? Please provide any P60 / P45 forms, and P11D forms as applicable.
*
Yes
No
Employment
Company name
Address line 1
Address line 2
Address line 3
Address line 4
Post Code
PAYE reference
Total income per P60 / P45
Total deductions per P60 / P45
Do you have a Student Loan?
Yes
No
Repayments deducted by employer
Do you think the loan will be repaid within the next 2 years?
Yes
No
Did your employment with this company begin during the year?
Yes
No
Please enter your start date
Month
Month
1
2
3
4
5
6
7
8
9
10
11
12
Day
Day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Year
Year
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Did your employment with this company finish during the year?
Yes
No
Please enter your finish date
Month
Month
1
2
3
4
5
6
7
8
9
10
11
12
Day
Day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Year
Year
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Did you receive any benefits in kind from this company?
Yes
No
Company car
Fuel allowance
Living accomodation
Company van
Medical treatment/insurance
Other details
Section 3 - Dividends and Unit Trusts
Did you receive any dividends or unit trusts this year?
*
Yes
No
Company name
Date of dividend
Month
Month
1
2
3
4
5
6
7
8
9
10
11
12
Day
Day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Year
Year
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Dividend amount
Other details
Section 4 - Self-Employment Income
Did you receive any income from any self-employed activities this year?
*
Already provided / eCloud Experts Will Complete this
Yes
No
Self-Employment Income
Name/type of business
Total income
Total expenses
Were you in receipt of any self-employment income support scheme grants (SEISS)
*
Yes
No
SEISS
Date SEISS received
Month
Month
1
2
3
4
5
6
7
8
9
10
11
12
Day
Day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Year
Year
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Amount received
Section 5 - Pension Income
Did you receive any payments from a pension this year, including State Pension and Personal Pension?
*
Yes
No
Pension
Pension name
Pension country
Gross income
Tax deducted
Other details
Section 6 - State Benefits
Did you receive any state benefits this year, including State Pension? Please provide any P60 / P45 forms as applicable.
*
Yes
No
Did you receive any Child Benefit during this year?
*
Yes
No
Total amount received
Number of children
Did you receive any other benefits this year, including State Pension?
*
Yes
No
Benefit
Gross benefit
Type of benefit
Tax deducted
Other details
Section 7 - Bank / Building Society / Other Interest
Did you receive any bank or building society (or other) interest?
*
Yes
No
Was this interest earned from ISAs?
*
Yes
No
Interest
Bank / Building Society / Other
Interest received
Was this interest earned in a joint account?
*
Yes
No
Section 8 - Rental Income
Did you receive any rental income from properties this year?
*
Already provided / eCloud Experts Will Complete this
Yes
No
Was any of the income received from the letting of furnished rooms within your own house (i.e. your main residence)?
*
Yes
No
Address line 1
Address line 2
Address line 3
Address line 4
Postcode
Is this a jointly-owned property?
*
Yes
No
Is this a jointly-owned property?
Rent received
Total of lettings fees
Total of other expenses
Other details
Was any of the income received from the letting of furnished holiday homes (i.e. not your main residence)?
*
Yes
No
Holiday home
Address line 1
Address line 2
Address line 3
Address line 4
Other details
Is this a jointly-owned property?
*
Yes
No
Share of property (e.g. 50%, 33%, 25%)
Number of days property was occupied by yourself or related persons
Number of days property was available to let to the public
Number of days property was actually let to public
Rent received
Total of lettings fees
Total of other expenses
Other details
Was any of the income received from other properties?
Already provided / eCloud Experts Will Complete this
Yes
No
Property
Address line 1
Address line 2
Address line 3
Address line 4
Postcode
Is this a jointly-owned property?
*
Yes
No
Share of property (e.g. 50%, 33%, 25%)
Is the property residential?
*
Yes
No
Is the property fully-furnished (e.g. beds, sofas, wardrobes etc.)?
*
Yes
No
Rent received
Repair costs
Services/rates paid
Lettings fees paid
Insurance paid
Mortgage interest paid
Other details
Section 9 - Foreign Income
Did you receive any foreign income this year? Please provide relevant documentation to support these details.
*
Yes
No
Foreign income source
Name of employer / payer
Country
Type of income source
Net income received
Foreign tax deducted
UK tax deducted
Other details
Section 10 - Capital Gains
Did you sell any assets (not including main residences, vehicles, company assets, or assets with a value less than £6,000) this year? (e.g. investments / shares / Crypto Assets , land & buildings, antiques)
*
Already provided / eCloud Experts Will Complete this
Yes
No
Sale of asset
Asset
Date of sale
Month
Month
1
2
3
4
5
6
7
8
9
10
11
12
Day
Day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Year
Year
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Proceeds
Cost of sale
Other details
Did you purchase any assets (not including main residences, vehicles, company assets, or assets with a value less than £6,000) this year? (e.g. investments / shares, land & buildings, antiques)
*
Already provided / eCloud Experts Will Complete this
Yes
No
Purchase of asset
Asset
Date of sale
Month
Month
1
2
3
4
5
6
7
8
9
10
11
12
Day
Day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Year
Year
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Proceeds
Cost of sale
Other details
Section 11 - Trusts & Estates
Did you receive any income through entitlements from a trust or income from a deceased persons estate? Please provide R185 forms to support these details.
*
Yes
No
Section 11 - Trusts & Estates
Trust/estate name
Amount received
Other details
Section 12 - Marriage Allowance
Are you married or in a civil partnership?
Yes
No
Did your partner earn less than £11,850 this year?
Yes
No
Full name of partner
Would you like to transfer any unused personal allowance to your partner, if applicable?
Yes
No
Section 13 - Gift Aid
Did you make any donations to charities this year?
Yes
No
Did you confirm that any of these would be Gift Aid donations?
Yes
No
Gift aid donation
Charity name
Amount donated
Other details
Section 14 - Private Pension Contributions
Did you make any contributions to a private pension scheme?
Yes
No
Private pension scheme
Pension scheme provider
Pension scheme policy number
Amount paid
Other details
Section 15 - Payments on Account
Have you made any payments on account for this tax year?
Yes
No
Payment on account
Amount paid
Date paid
Month
Month
1
2
3
4
5
6
7
8
9
10
11
12
Day
Day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Year
Year
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Section 16 - Other Information
Please provide any further information which you believe may need to be considered during the preparation of the tax return.
Section 17 - Supporting Documentation
Please upload any paperwork which supports the above information, or any additional documentation which may need to be considered during the preparation of the tax return.
Max. file size: 6 GB.
Section 18 - Declaration
Consent
*
I confirm that I am happy for eCloud Experts to contact me regarding the above questionnaire.
*
Consent
*
I confirm that I have completed the above questionnaire to the best of my knowledge.
*
Consent
*
I confirm that it is my responsibility to contact eCloud Experts should there be any further information or changes following the submission of the above questionnaire.
*
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