Please note that you are legally responsible for ensuring the information entered on this form is true and accurate.  Whilst you may ask us to complete the form on your behalf you will need to ensure you have fully checked the form for omissions or errors.  We cannot accept any responsibility for providing incorrect, or inaccurate information to HMRC.
The self assessment tax return needs to be submitted on or before 31st January 2026.  We will require a completed self-assessment questionnaire in plenty of time and before the 30th September 2025 in order for us to prepare in sufficient time.
Please answer the questions on each page accurately.  On the second page of the form you will need to answer "Yes" or "No" to certain questions.  Based upon the answers you give will determine what parts of the form you will see and will subsequently complete.

Please attach any documents relating to employments where relevant (note a maximum of 20mb total file size).  If you have any further documents, please send directly to your accountant.If you have any further questions regarding completing the form, please do not hesitate to contact your accountant.

Fees for the completion of your 2025 self-assessment tax return

If you would like us to complete your self-assessment tax return for the year ended 5th April 2025, there is a one-off fee payable from £270 inc vat for a standard tax return, payable at the end of this questionnaire, prior to submission.  Subsequent fees may be charge if you also have any additional income sources, such as rental, self-employed or capital gains income that are required to be calculated.  Furthermore, if the tax return questionnaire is submitted after 30th September, additional fees will apply.
Fees for the completion of your 2025 self-assessment tax return

If you would like us to complete your self-assessment tax return for the year ended 5th April 2025, there is a one-off fee payable from £270 inc vat for a standard tax return, payable at the end of this questionnaire, prior to submission.  Subsequent fees may be charge if you also have any additional income sources, such as rental, self-employed or capital gains income that are required to be calculated.  Furthermore, if the tax return questionnaire is submitted after 30th September, additional fees will apply.

Personal Details Section

We currently hold the following personal information.  Please check through the details and make any amendments where relevant.  It is important that all the information is accurate and up to date.




Home Address











If you don't have a reference, enter "none" and click below

The Personal UTR (Unique Tax Reference) is your ten digit reference and can be found on any paperwork from HMRC, regarding your personal tax or Self Assessment matters.
 

In order for us to tailor the questionnaire and only show the relevant sections, please can you answer the following questions.  All fields are mandatory so you will need to provide an answer for each question to ensure you have fully read the type of income we are asking about.


If you make a mistake on this page, simply come back and change your choice and this will update the options


If you are not sure please tick yes and provide, then speak to your accountant once submitted and they will assist. Details will not be submitted without your final approval.


Please note the dates we are interested in are between 6th April 2024 through to 5th April 2025.

Employment / Pension Income

Tick Yes if either of the following conditions apply to you.

  1. I have personal income from prior or additional employments, that DOES NOT relate to my own Limited Company. This will likely be from an employer (a P45 or P60) prior to the start of your limited company or alongside your limited company work.

  2. I, or somebody on my behalf (not Clever Accounts) completed the payroll for my own Limited Company for all or part of 2024/2025.


Savings Interest Received

Tick Yes if either of the following conditions apply to you.

  1. I received personal interest from any UK bank, building society or other savings provider during 2024/2025.

  2. I received personal interest from any FOREIGN bank, building society or other savings provider during 2024/2025. 


Dividends Income Received

Tick Yes if either of the following conditions apply to you.

  1. I received dividend income from shares that I personally hold in another company (DO NOT include dividends received from your own Limited Company that Clever Accounts acts for and is already aware of).

  2. Clever Accounts DID NOT complete the accounts for my own Limited Company that paid me dividends, for any year end during 2024 and 2025.


Pension Contributions

Tick Yes if you made any personal pension contributions during 2024/2025? Do not include company pension contributions made on your behalf.


Did you make any capital gains?

Tick Yes if you made any capital gains or losses during the 2024/2025 tax year. 

Capital Gains Tax is a tax on the profit when you sell (or ‘dispose of’) something (an ‘asset’) that’s increased in value such as personal possessions worth £6,000 or more (apart from cars), property that isn’t your main home, sales of some types of shares or sales of crypto assets. If you are not sure please provide and contact your accountant for further information.  


Do not select yes, if this relates to shares of your own limited company being disposed e.g. if you are closing your own limited company.


Please note an additional £50 + vat charge will be added for the completion of this supplement.  If the calculation is complex, we may charge further but we will always let you know prior to any work being completed.


Rental Property Income

Tick Yes if any of the following conditions apply to you?

  1. I rented out a property that I own or part own, in 2024/2025?
  2. I rented out of sub-let part of my home in 2024/2025?
  3. I personally rented out a buy to let in 2024/2025.
Please note an additional £30 + vat charge will be added for the completion of this supplement.  

Self Employment Income

Tick Yes if you traded through you own personal name, as a sole trader or in a partnership and received self-employment income during 2024/2025. Please note that if Clever Accounts acted for your sole trader business throughout 2024/2025 then you DO NOT need to complete this section with Self Employment Income. YOU WILL need to ensure you have updated Freeagent or any other bookkeeping system that you use, to 5th April 2025 in order for us to calculate your Sole Trader income.


Please note trading through your own limited company is not classed as self-employment.


Please note an additional £50 + vat charge will be added for the completion of this supplement.  


Employment / Pension Details for 2024/2025

You DO NOT need to supply any information regarding your employment with your own company IF Clever Accounts completed the payroll information for 2024/2025.


Only supply information from an additional source of employment or where Clever Accounts did not complete the 2024/2025 payroll. If you have already provided this, please do so again or add a comment in the ‘Any comments’ box.

EMPLOYMENT DETAILS












Interest from Banks, Building Societies or other savings for 2024/2025

Please provide details of any taxable savings interest. Please note that savings held under an ISA and some other accounts do not need to be included.


The majority of interest payments are made GROSS of tax, as you have a personal interest allowance.


Please provide ONLY your share of the interest income if the accounts were held jointly.

SAVINGS INTEREST







UK & Foreign Dividends received during 2024/2025

Please note that if Clever Accounts acted for your company throughout 2024/2025 then you DO NOT need to complete this section with dividends from your limited company. 


However, you will need to ensure you have updated Freeagent to 5th April 2025 in order for us to calculate these.


Please provide total figures for the period between 6th April 2024 and 5th April 2025.  If you received dividends from more than one company that you own, enter separately.

DIVIDENDS RECEIVED




Pension contributions made

Only include personal pension contributions that you have paid for personally rather than those made by a company, your limited company or other employer.

PENSION CONTRIBUTIONS




Capital gains or losses on sale of personal assets

Only include sale of assets that are taxable such as high value assets, second homes, buy-to-let homes and crypto assets, for example. For crypto asset gains, it is recommended that you speak with your accountant for the best method to report these. 


Please note an additional £50 + vat charge will be added for the completion of this supplement.  If the calculation is complex, we may charge further but we will always let you know prior to any work being completed.

GAINS / LOSSES






Rental property income

Please provide details of any property income and expenses you received during the tax year between 6th April 2024 to 5th April 2025.  


Please note an additional £30 + vat charge will be added for the completion of this supplement. Additional properties may incur additional costs.


The Rent a Room Scheme lets you earn up to a threshold of £7,500 per year tax-free from letting out furnished accommodation in your home.
PROPERTY INCOME











Self Employment income

Please note that if Clever Accounts acted for your sole trader business throughout 2024/2025 then you DO NOT need to complete this section with Self Employment Income. You will need to ensure you have updated Freeagent or any other bookkeeping system that you use, to 5th April 2025 in order for us to calculate your Sole Trader  income.


Please note trading through your own limited company is not classed as self-employment.


Please note an additional £50 + vat charge will be added for the completion of this supplement.  Increase additional charges may be incurred if we have to complete bookkeeping or other work in order to disclose your business on to the tax return.





Your self employment income needs to be declared in a more detailed structure on your self assessment tax return.  Due to this, we will need to split your expenditure into the various cost types and therefore need further information.  Once you have submitted your questionnaire, your accountant will be in touch to organise what information we may need from you to declare your self employment income accordingly.

Other information that might be important

Please provide details of any other information that may be of interest to us in order to calculate your personal tax liability for the year.


Further information on student loans can be found here


A Scottish tax payer is a UK tax payer who's main residence for the longest period in the tax year was in Scotland.  Please click here for further details.

Have you received a PAYE or self-assessment refund of tax relating to the tax year 6th April 2019 to 5th April 2020? This could be a refund relating to PAYE




The standard amounts are £24.00 per week for one child and £15.90 per week for each additional child.


Please provide a full breakdown of days in and out of the UK inclusive during the 2019/2020 tax year








Confirmation of figures and information supplied

Please note that you are legally responsible for ensuring the information entered on this form is true and accurate.  Whilst you may ask us to complete the form on your behalf you will need to ensure you have fully checked the form for omissions or errors.  We cannot accept any responsibility for providing incorrect or inaccurate information to HMRC.
Please note that a Self Assessment Tax Return needs to be submitted on or before 31st January 2026.  We will require a completed self-assessment questionnaire in plenty of time and before 30th September 2025 in order for us to prepare in sufficient time.   If your questionnaire is received after this date, additional preparation charges will be applied.

Payment needed for the completion of your tax return

Please note, you will need to make a payment towards the completion of your 2024/25 self-assessment tax return.  This is likely because you signed up during the course of the last tax year or this tax return is not included in the current package you are on.  Please remember our fees only cover one standard tax return, and additional fees may be incurred if you have additional income sources, such as rental, sole trader or capital gains income.
It looks like you are adding additional income sources, such as rental property, capital gains or a sole trade income (not part of the sole trader package).  Please be advised that these additional sources may attract additional fees and these will be charged separately once we have calculated your tax return. 

The charge for completing the self - assessment tax return is £
inc VAT

Confirmation of figures and information supplied

Please note that you are legally responsible for ensuring the information entered on this form is true and accurate.  Whilst you may ask us to complete the form on your behalf you will need to ensure you have fully checked the form for omissions or errors.  We cannot accept any responsibility for providing incorrect or inaccurate information to HMRC.
Please note that a Self Assessment Tax Return needs to be submitted on or before 31st January 2026.  We will require a completed self-assessment questionnaire in plenty of time and before 30th September 2025 in order for us to prepare in sufficient time.   If your questionnaire is received after this date, additional preparation charges will be applied.