WIT Accounting

Self-Assessment Questionnaire

If you would like to get a head start on your self-assessment with WIT Accounting, please feel free to complete the online questionnaire. We’ll pre-populate the form we send out to you to complete with the information provided.

Please Note: we will require you to provide additional information once you have completed this questionnaire in order to process your self-assessment.

Personal Information

Scottish and Welsh Taxpayers

Has HMRC notified you that you are a Scottish or Welsh Taxpayer for the year.

PAYE Coding Notices

If you have received a PAYE coding notice from HMRC, please give details and provide the notices

UTR (Unique Tax Reference) Number

Please provide your UTR number (we must have this in order to process and submit your Self-Assessment. You can find your UTR number here)

Marriage Allowance Transfer
Tax Year for Submission

Please let us know what year or years you would like to submit for self-assessment


Income for the year of submission

Employment Income (PAYE)

(If you had more than one employer during this year, please provided the same information for each employer in the more information box at the end of this section.)

Self-Employment

(If you had more than one Self Employment during this year, please provided the same information for each self-employment in the more information box at the end of this section.)

Partnerships
Summary of Property Business
Rental Income

(If you had more than one rental income during this year, please provided the addressed of each property in the more information box at the end of this section.)

Dividends from UK Companies

(If you had more dividend payments than space allows for below, please include any additional payments in the more information box at the end of this section.)

Untaxed Interest from UK Bank Accounts

(If you had more interest than space allows for below, please include any additional payments in the more information box at the end of this section.)

Chargeable Event Gains

(If you had more chargeable event gains than space allows for below, please include any additional gains in the more information box at the end of this section.)

Disposal of Assets

Did you:

Child Benefit Payments
Other income from the UK or abroad?

Please give as many details as possible about any other income you have received during the tax year. This includes: State pension and other state benefits as well as other pensions including overseas pensions. Taxed interest, stock dividends, other dividends including dividends from foreign companies, bonus issues or securities, redeemable shares, share scheme chargeable events and Interest from Gilts. Income from a UK or foreign estate, income chargeable as a settlor of a trust, income from a trust and any income from land or property abroad. Foreign savings income, any accrued income, lump sums from employment e.g. redundancy and any closed company loans which have been written off.

Reliefs which may reduce your tax bill

Gift Aid Donations

(If you have donated more than there is room to list, please include these in the other reliefs box at the end of this section.)

Payroll Giving
Pension Payments
Student Loan Repayments
Other reliefs which may reduce your tax bill

Please give as many details as possible about any other reliefs which could reduce your tax bill such as: Blind person’s allowance, Gifts to charities, Venture capital Trust Subscriptions, Seed EIS or EIS investments, Community or Social Investment Tax Relief, Interest paid on loans taken out for qualifying purposes, seafarers’ deductions, post-cessation losses, maintenance or alimony payments, payments for death benefits to a trade union, compulsory employer widow/orphan scheme payments, relief on redemption or bonus shares.