Section 1 - Primary Information

First name*

Last name*

Address line 1*

Address line 2

Address line 3

Address line 4

Post Code*

Date of birth*

National insurance number*

Unique taxpayer reference*

Contact email address*

Contact telephone 1*

Contact telephone 2*

Which tax year is this information for?*

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

Did your employment with this company finish during the year?

Yes
No

Please enter your finish date

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

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

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

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

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

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.

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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