Manson Boxa Chartered Accountants

You will need to send us various documents for completing your Self Assessment.

Either fill in details of the documents you will be sending or enter N/A in any sections that do not apply to you.

Send in the post (our freepost address is Manson Boxa FREEPOST BS8110 Arcade Chambers 8 Kings Road Bristol BS8 4ZZ) copies of any P60, P45 or information provided by former employers regarding P11D benefits during the tax year, as well as copies of any other information you think may be relevant.

NOTE: There is no need to supply information concerning your Limited Company if we are your accountants or any income from iBalance.

Your Details

Your full Name:
Email Address:
Tel Number:
Which Year is the Tax Return for ?
Ref Code:	Please provide a reference code if responding to an offer.

If you have received a Tax Return from the HM Revenue & Customs, please confirm the following information:

Tax Office (eg:Bristol and North Somerset):
UTR (Unique Tax Reference) This is a 10 digit number:

Capital Gains Tax Disposal

Send details of any aquisitions or disposals of assets you have made in the tax year to 5 April.

Details should include the contract notes issued by your brokers in respect of all aquisitions and disposals through them.

Employments and Benefits

Send us details of pay and tax deducted together with details of all benefits and expenses in the tax year.BR> Let us know if you have been re-imbursed any expenses directly by an agency or end client, or if you had use of a vehicle belonging to them. Please send us a copy of any P60 or P11D for this tax year.

List employers and other income such as Job Seekers Allowance.

Details should include the form P60 supplied by your employer, and any benefit statement that your employer provides. Note: There is no need to provide details of your employment as Director of your Limited Company if we are your accountants or employment income from iBalance.

Interest received from Banks, Building Societies, National Savings, Investment Funds etc.

Send all documents or copies showing details of any interest received in the tax year to 5th April. Please provide details of actual amounts (gross, net and tax paid) in the box below

Other Outgoings

Send details of any payments made to you in respect of Accrued Allowances, Annuities and Annual Payments, Corresponding Deficiency Relief, EIS Schemes Relief, GiftAid and Covenants, Gifts To Charities, Maintenance, Post Cessation Expenses, Redemption Relief On Bonus Shares, Venture Capital Trusts, and Widows And Orphans Payments.

Pensions and State Benefits

Send all details of pensions received and any tax deducted. Enclose any P60 forms you have received from your pension provider.

Personal Pension Contributions

Please provide the following information in the box below:

Pension Provider
Total contributions for this tax year
Whether the figure you quote is "net" or "gross"

Please forward copies of all statements for this tax year from your pension providers

UK Dividends

Send all documents showing details of any other investment income in the tax year to 5 April.

Note: There is no need to provide details of dividends received from your Limited Company if we were your accountants in this tax year.

Foreign Income

Send all documents regarding Foreign Earned Income (includes income from contracts abroad), foreign bank and Other Interest, Foreign Investment Income, Foreign Life Assurance Gains, Foreign Maintenance Received or Foreign Trust Income.

Income From Property

Send details of income and expenditure in respect of any property lettings in the tax year to 5 April.

Property and Other Loans

Send certificates of interest paid (from MIRAS 5 or 38E-2) in respect of property and other loans.

Self-employments

Send your books and records in respect of your latest year end.

I have read and agree to Manson Boxa's Terms and Conditions
I agree that the fee will become payable on submission of this questionnaire*

* and once our proposed fee has been accepted if we quote a different figure from our standard fees.