Self Assessment

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You are viewing Bob Dylan Self Assessment 2020/2021

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UTR Information

1. Please provide us with your unique 10 digit personal tax reference (UTR) number. (?)

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2. Are you a UK Tax Resident?

Yes
No

What country are you resident in?

 Investment Income

3a. Dividends you have received from your Limited Company <Company Name> according to our records (?)

£ 01234 56789
Dividends not looking correct? See our Help Centre article

3b. Did you take any additional dividends for your Limited Company <Company Name> before you joined Crunch?

Yes
No

Dividend amount taken

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Please upload dividents statements
Screenshot 2020-03-30.png
Screenshot 2020-03-30.png
Screenshot 2020-03-30.png
Select a file or drag it here

4. Did you receive any other UK dividents?

Yes
No

Dividend amount taken

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Your Dividend amount should be a numerical value
Please upload dividents statements

5. Did you receive personal interest from UK banks and building societies?

Yes
No

Please enter the amount of interest earned in the tax year.

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Please upload file

Income from UK Employment and other UK sources

6a. Salary income and benefits received from your Limited Company <Company Name>

£ 01234 56789

6b. P11 income and benefits received from your Limited Company <Company Name>

£ 01234 56789
See P11 breakdown of benefits

Company cars and vans benefit

£ 01234 56789

Fuel for cars and vans

£ 01234 56789

Private medical dental insurance

£ 01234 56789

Vouchers credit cards excess mileage allowance

£ 01234 56789

Other benefits

£ 01234 56789

Expenses payments received

£ 01234 56789

Business travel and subsistence

£ 01234 56789

Other expenses and capital allowances

£ 01234 56789

7. Did you have any additional UK income?

Yes
No

Additional UK income amount

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Type of UK income

Please upload supporting details
Delete this UK income
Add another UK income

Additional UK income amount

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Type of UK income

Please upload supporting details
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UK Property Income

8. Did you have any rental income from UK property?

Yes
No

How many properties?

Gross Rental Income

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Rental expenses you intend to claim for; enter the total amount you wish to claim

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Do you live in the property?

For the properties you’ve declared, what are the details on ownership or tax arrangements?

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Are any of the properties a Furnished Holiday Let (FHL)?

Please upload; any details of income, expenses, spreadsheet or supporting bank statement

Attach a file (mandatory)

9. Do you charge your company rent for using UK property owned by yourself?

Yes
No
Only answer yes if you charge more than Crunch’s ‘use of home’ advice (£208 annually)

Annual value of rent charged

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Please upload your completed rental expenses spreadsheet Download a rental expenses spreadsheet

Foreign Income

10. Did you have any foreign income?

Yes
No

A Crunch Accountant will need to contact you to discuss any foreign income you wish to include in your tax return

What was the nature of this income?

Please upload evidence of the income and tax withheld (if applicable) such as payslips or dividend vouchers

Attach a file (mandatory)
Delete this UK income
Add another UK income

What was the nature of this income?

Please upload evidence of the income and tax withheld (if applicable) such as payslips or dividend vouchers

Attach a file (mandatory)
Delete this UK income
Add another UK income

Self Employed Income

11. Did you have any income from sole trade?

Yes
No

What are the business activities?

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Gross income

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Amount of expenses you wish to claim

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CIS deducted

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Please upload detailed evidence of gross income, sole trader expenses, and profit on a spreadsheet. Not all expenses may be allowable.

Attach a file (mandatory)
Add another Sole Trader

Additional Income

12. Did you have any income from a pension?

Yes
No

Pension income amount

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Please upload supporting documents

13. Did you have any other income?

Yes
No

Please add the amount and upload any supporting documents

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Please upload supporting documents

Capital Gains

14. Did you sell any UK assets which need to be reported as a capital disposal?

Yes
No
If you sold or disposed of an asset in the tax year you may need to pay Capital Gains Tax

How did your company close

Date asset was purchased

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Amount purchased for

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Date asset was sold

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Amount asset was sold for

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Please upload evidence of the following (if applicable):

Share purchase and disposal
Purchase price
Type of asset and date of purchase
Add another Capital Gain

Reliefs 

15. Did you make any personal payments into a private pension scheme?

Yes
No

Net amount paid into a personal pension scheme.

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Attach a file (optional)

16. Did you make any Student Loan or Postgraduate Loan scheme repayments?

Yes
No

Is your Student Loan Plan 1 or Plan 2?

Plan 1 loans are for loans issued before 1 September 2012.

Do you think your Student Loan will be fully repaid within the next two years?

Did you repay any Student Loan through PAYE employment?

Student Loan paid through employment details

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Please upload a copy of your student loan statement(s), P60 or final payslip

17. Does your household receive Child Benefit payments?

Yes
No

Are you the higher earner?

Are you the higher earner?

Yes
No

Amount of Child Benefit payments received

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18. Do you wish to claim any Gift Aid Relief?

Yes
No

Total amount of Gift Aid payments made that you wish to include on your return

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Attach a file (optional)

Do you wish to bring forward any donations made in the existing tax year to your current return?

Please confirm the amount you wish to bring forward

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( ! ) Please note, you must file your Self Assessment tax return by 31st January to include any brought forward donations. It will not be possible to include these on an overdue Self Assessment.

19. Do you wish to claim any EIS/SEIS relief?

Yes
No
Have you made any contributions to an EIS/SEIS in the tax year?

Please upload the HMRC certificates for your EIS/SEIS investment.

Attach a file (mandatory)

Payment on Account

20. Did you make any payments on account to HMRC?

Yes
No
If this is your first year of submitting a Self Assessment return, you will not usually have made payments on account

Amount paid to HMRC as a ‘payment on account’ in January

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Amount paid to HMRC as a ‘payment on account due’ in July

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Please upload evidence that this was paid into your HMRC account

Attach a file (mandatory)

Final Declaration

I hereby declare that the information provided by myself to be complete and accurate. I authorise Crunch to proceed with the preparation, calculation, and electronic submission of my Self Assessment (Personal Tax) Return based on the information provided in this questionnaire and the supporting documents provided.

I understand additional fees may be payable in the event that I provide further information about my personal tax for the tax year.

I have read and accepted the Service Description.

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You are viewing [Name] Self Assessment 20**/20**

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