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Self Assessment Questionnaire 2023-2024

Personal Tax Questionnaire 2023-24

Self assessment – 2023-2024

Yes

1. Please enter your full name.

2. If you have a limited company, please enter your full company name.

3. Do you have an outstanding Undergraduate Student Loan?

Yes

No

4. If yes, was the Undergraduate Student Loan taken before or after the 01st of September 2012?

Before

After

Non Applicable

5. Do you have an outstanding Postgraduate Student Loan?

Yes

No

6. Did you receive any employment income other than through your limited company?

Yes

No

7. Did you receive any self-employment income?

Yes

No

8. Did you receive any personal bank interest?

Yes

No

9. Did you receive any pension income?

Yes

No

10. Did you receive any rental income?

Yes

No

11. Did you receive any social security income?

Yes

No

12. Did you sell any assets worth more than £6,000?

Yes

No

13. Did you or your partner receive any child tax benefits?

Yes

No

14. Would you like to make voluntary Class 2 National Insurance contributions for your state pension?

Yes

No

15. Did you make any private pension contributions?

Yes

No

16. Did you donate to a UK charity via gift aid?

Yes

No

17. Any other information?

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Telephone: +44 (0) 203 105 5209

Email: info@1stclassaccounts.co.uk

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London

EC1V 2NZ

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