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Personal Tax Questionnaire 2023-24

Self-Assessment Tax Return Questionnaire 2023-24

YES - 2023-2024

Self-Assessment – 2023-2024

Yes

1. Please enter your full name.

2. Please enter your full limited company name (if applicable).

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 other employment income than through your limited company?

Yes

No

7. Did you receive any other employment benefits than through your limited company (e.g. private medical insurance, car and/or fuel benefit, etc)?

Yes

No

8. Did you receive any self-employment income, outside of your limited company?

Yes

No

9. Did you receive any foreign income?

Yes

No

10. Did you receive any personal bank interest?

Yes

No

11. Did you receive any pension income?

Yes

No

12. Did you receive any rental income?

Yes

No

13. Did you receive any social security income?

Yes

No

14. Did you sell or gift any assets worth more than £6,000 (e.g. investment property, shares, crypto, etc)?

Yes

No

15. Did you or your partner receive any Child Benefits?

Yes

No

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

Yes

No

17. Did you contribute to any UK private pension?

Yes

No

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

Yes

No

19. Kindly provide us with any other information or income that is relevant to your self-assessment.

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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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