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SELF ASSESSMENT /TAX RETURN INFORMATION FORM - 2023

Your Information

First Name *

Last Name *

Address 1

Post Code

Phone *

Email Address *

Date of Birth *

NI Number *

UTR Number

Your status *

Please answer the following questions below.

Have you receive child benefit? *

Yes

Have you got student loan? *

Yes

I have following income sources from 6th April 2022 to 5th April 2023 *

Employment

Dividend

Rental Income

Capital Gains

Pension

Foreign Income

Others

Income you received from 6th April 2022 to 5th April 2023

1st Employer Name

p60/p45 Gross pay

p60/p45 tax paid

1st Employer Name

p60/p45 Gross pay

p60/p45 tax paid

1st Employer Name

p60/p45 Gross pay

p60/p45 tax paid

Company Name?

Dividend Amount from 6th of April 2022 to 5th of April 2023

How many rental properties ?

Total rent received ?

Any properties in overseas?

Total rent received ?

Please give your expenses in which related your properties rental income such as rent, rates, property repairs and maintenance, property insurance, legal cost, cost of services and other expenses. *

If you have any capital gains (profit or loss from property sales, disposal), please answer all questions below.

Pension Scheme Reference Number?

Pension Received amount?

Tax paid by your pension scheme?

Income from overseas sources

If you have income from overseas savings, foreign dividends, remitted foreign savings or dividend income, overseas pensions or benefits, or income, dividends received by an overseas trust, company or other person abroad,

If you received any other incomes between the period from 6th of April 2022 to 5th of April 2023 such as Gift, Life insurance policies, stocks, bonus

Documents upload

Upload your p60/p45 period ended 5th of April 2023

Upload your personal bank statement period between from 6th April 2022 to 5th April 2023

Upload your pension period between from 6th April 2022 to 5th April 2023

Upload the foreign income related documents/ bank statements

Additional Notes

If you have any additional information regarding your self assessment tax return or if you received any letter from HMRC regarding your tax return such as tax return reminder, tax over due, tax underpay, penalty payment, please let us know.

Please upload the letter received from HMRC.

MSR House, 329 Ley Street, Ilford, Essex IG1 4AA

T: 020 8514 2678 | F : 020 8514 6963

E: office@msrgroup.biz W: msrgroup.org.uk