SATR Questionnaire - HJP Chartered Accountants Hertfordshire and beyond

Self-Assessment Tax Questionnaire

Tax Year 2023/2024

Covering the period 6^th April 2023 to 5^th April 2024

Please complete this to the best of your knowledge; yes or no needs to be selected for every question for the form to be submitted.

If you are unsure if any sections apply to you; select yes, supply as much information as possible and we will then contact you for further details.

"*" indicates required fields

Step 1 of 5

20%

Full Name*

Email Address*

This is the email address we will send your tax return to.

Income

Did you receive any employment income?*

Yes

Employer name:

Upload a copy of your P60 or P45 here:

Max. file size: 20 MB.

Did you have any employment benefits?

(i) For example: a company car, private health insurance etc.

Yes

Upload a copy of your P11D here (if applicable):

Max. file size: 20 MB.

Do you have any employment related expenses that your employer hasn’t reimbursed you for?

(i) This includes mileage if not reimbursed at the standard rate

Yes

Please provide details:

Add a second employment

Yes

Second Employer name:

Upload a copy of your P60 or P45 here: (Second Employment)

Max. file size: 20 MB.

Did you have any employment benefits? (Second Employment)

(i) For example: a company car, private health insurance etc.

Yes

Upload a copy of your P11D here (if applicable): (Second Employment)

Max. file size: 20 MB.

Do you have any employment related expenses that your employer hasn’t reimbursed you for? (Second Employment)

(i) This includes mileage if not reimbursed at the standard rate

Yes

Please provide details:

Add a third employment

Yes

Third Employer name:

Upload a copy of your P60 or P45 here: (Third Employment)

Max. file size: 20 MB.

Did you have any employment benefits? (Third Employment)

(i) For example: a company car, private health insurance etc.

Yes

Upload a copy of your P11D here (if applicable): (Third Employment)

Max. file size: 20 MB.

Do you have any employment related expenses that your employer hasn’t reimbursed you for? (Third Employment)

(i) This includes mileage if not reimbursed at the standard rate

Yes

Please provide details:

Add a fourth employment

Yes

Fourth Employer name:

Upload a copy of your P60 or P45 here: (Fourth Employment)

Max. file size: 20 MB.

Did you have any employment benefits? (Fourth Employment)

(i) For example: a company car, private health insurance etc.

Yes

Upload a copy of your P11D here (if applicable): (Fourth Employment)

Max. file size: 20 MB.

Do you have any employment related expenses that your employer hasn’t reimbursed you for? (Fourth Employment)

(i) This includes mileage if not reimbursed at the standard rate

Yes

Please provide details:

Add a fifth employment

Yes

Fifth Employer name:

Upload a copy of your P60 or P45 here: (Fifth Employment)

Max. file size: 20 MB.

Did you have any employment benefits? (Fifth Employment)

(i) For example: a company car, private health insurance etc.

Yes

Upload a copy of your P11D here (if applicable): (Fifth Employment)

Max. file size: 20 MB.

Do you have any employment related expenses that your employer hasn’t reimbursed you for? (Fifth Employment)

(i) This includes mileage if not reimbursed at the standard rate

Yes

Please provide details:

Do you have any income from self-employments?*

Yes

Do we prepare your sole trader accounts?

Yes

Please provide a break down of your income and expenses:

Max. file size: 20 MB.

Any other information:

Did you make any profit from selling items online? Such as Vinted, eBay, Depop, etc.*

We only need to know if you have sold items for more than you bought them for!

Yes

Please confirm your total sales and total costs for the year.

Sales figure

Purchases figure

Please upload supporting documents (If Applicable):

Max. file size: 20 MB.

Do you have any income from partnerships?*

Yes

Do we prepare your partnership accounts and/or tax return?

Yes

Please provide a copy of your partnership accounts and tax return:

Max. file size: 20 MB.

Any other information:

Did you receive any pensions?*

Yes

Name of pension provider:

Please upload a copy of your P60:

Max. file size: 20 MB.

Add a second pension

Yes

Name of pension provider:

Please upload a copy of your P60:

Max. file size: 20 MB.

Add a third pension

Yes

Name of pension provider:

Please upload a copy of your P60:

Max. file size: 20 MB.

Add a fourth pension

Yes

Name of pension provider:

Please upload a copy of your P60:

Max. file size: 20 MB.

Add a fifth pension

Yes

Name of pension provider:

Please upload a copy of your P60:

Max. file size: 20 MB.

Did you receive any state pensions or benefits?*

(i) For example: Job Seekers Allowance, Carer's Allowance etc

Yes

Type of benefit:

Amount received:

Tax deducted (if applicable):

Add a second state pension or benefit?

(i) For example: Job Seekers Allowance, Carer's Allowance etc

Yes

Type of benefit:

Amount received:

Tax deducted (if applicable):

Add a third state pension or benefit?

(i) For example: Job Seekers Allowance, Carer's Allowance etc

Yes

Type of benefit:

Amount received:

Tax deducted (if applicable):

Add a fourth state pension or benefit?

(i) For example: Job Seekers Allowance, Carer's Allowance etc

Yes

Type of benefit:

Amount received:

Tax deducted (if applicable):

Add a fifth state pension or benefit?

(i) For example: Job Seekers Allowance, Carer's Allowance etc

Yes

Type of benefit:

Amount received:

Tax deducted (if applicable):

Did you receive any dividends from UK companies?*

Yes

Company name:

(i) If you received multiple dividends from one company, you can provide the total received for the year. Alternatively please update supporting documents below

Date received:

Amount:

Please upload supporting documents (IF APPLICABLE):

Max. file size: 20 MB.

2. Did you receive any other dividends from UK companies?

Yes

Company name:

(i) If you received multiple dividends from one company, you can provide the total received for the year. Alternatively please update supporting documents below.

Date received:

Amount:

Please upload supporting documents (IF APPLICABLE):

Max. file size: 20 MB.

3. Did you receive any other dividends from UK companies?

Yes

Company name:

(i) If you received multiple dividends from one company, you can provide the total received for the year. Alternatively please update supporting documents below.

Date received:

Amount:

Please upload supporting documents (IF APPLICABLE):

Max. file size: 20 MB.

4. Did you receive any other dividends from UK companies?

Yes

Company name:

(i) If you received multiple dividends from one company, you can provide the total received for the year. Alternatively please update supporting documents below.

Date received:

Amount:

Please upload supporting documents (IF APPLICABLE):

Max. file size: 20 MB.

5. Did you receive any other dividends from UK companies?

Yes

Company name:

(i) If you received multiple dividends from one company, you can provide the total received for the year. Alternatively please update supporting documents below.

Date received:

Amount:

Please upload supporting documents (IF APPLICABLE):

Max. file size: 20 MB.

6. Did you receive any other dividends from UK companies?

Yes

Company name:

(i) If you received multiple dividends from one company, you can provide the total received for the year. Alternatively please update supporting documents below.

Date received:

Amount:

Please upload supporting documents (IF APPLICABLE):

Max. file size: 20 MB.

7. Did you receive any other dividends from UK companies?

Yes

Company name:

(i) If you received multiple dividends from one company, you can provide the total received for the year. Alternatively please update supporting documents below.

Date received:

Amount:

Please upload supporting documents (IF APPLICABLE):

Max. file size: 20 MB.

8. Did you receive any other dividends from UK companies?

Yes

Company name:

(i) If you received multiple dividends from one company, you can provide the total received for the year. Alternatively please update supporting documents below.

Date received:

Amount:

Please upload supporting documents (IF APPLICABLE):

Max. file size: 20 MB.

9. Did you receive any other dividends from UK companies?

Yes

Company name:

(i) If you received multiple dividends from one company, you can provide the total received for the year. Alternatively please update supporting documents below.

Date received:

Amount:

Please upload supporting documents (IF APPLICABLE):

Max. file size: 20 MB.

10. Did you receive any other dividends from UK companies?

Yes

Company name:

(i) If you received multiple dividends from one company, you can provide the total received for the year. Alternatively please update supporting documents below.

Date received:

Amount:

Please upload supporting documents (IF APPLICABLE):

Max. file size: 20 MB.

Did you receive any bank interest?*

(i) Do not include ISA's but please include bank rewards

Yes

Bank account name:

Bank Account number (last 4 digits):

Total gross interest received:

Please use the total figure and we will do the split based on your share (if applicable)

Total tax deducted:

Please use the total figure and we will do the split based on your share (if applicable)

Is this a joint account?*

Yes

Percentage of ownership

Who is the bank account joint with?

Name who it is joint with

Please upload supporting documents (IF APPLICABLE):

Max. file size: 20 MB.

2. Did you receive any other bank interest?

Yes

Bank name:

Account number (last 4 digits):

Total gross interest received:

Please use the total figure and we will do the split based on your share (if applicable)

Total tax deducted:

Please use the total figure and we will do the split based on your share (if applicable)

Is the account jointly held?

Your share of gross interest:

Your share of tax deducted:

Please upload supporting documents (IF APPLICABLE):

Max. file size: 20 MB.

3. Did you receive any other bank interest?

Yes

Bank name:

Account number (last 4 digits):

Is the account jointly held?

Your share of gross interest:

Your share of tax deducted:

Please upload supporting documents (IF APPLICABLE):

Max. file size: 20 MB.

4. Did you receive any other bank interest?

Yes

Bank name:

Account number (last 4 digits):

Is the account jointly held?

Your share of gross interest:

Your share of tax deducted:

Please upload supporting documents (IF APPLICABLE):

Max. file size: 20 MB.

5. Did you receive any other bank interest?

Yes

Bank name:

Account number (last 4 digits):

Is the account jointly held?

Your share of gross interest:

Your share of tax deducted:

Please upload supporting documents (IF APPLICABLE):

Max. file size: 20 MB.

6. Did you receive any other bank interest?

Yes

Bank name:

Account number (last 4 digits):

Is the account jointly held?

Your share of gross interest:

Your share of tax deducted:

Please upload supporting documents (IF APPLICABLE):

Max. file size: 20 MB.

7. Did you receive any other bank interest?

Yes

Bank name:

Account number (last 4 digits):

Is the account jointly held?

Your share of gross interest:

Your share of tax deducted:

Please upload supporting documents (IF APPLICABLE):

Max. file size: 20 MB.

8. Did you receive any other bank interest?

Yes

Bank name:

Account number (last 4 digits):

Is the account jointly held?

Your share of gross interest:

Your share of tax deducted:

Please upload supporting documents (IF APPLICABLE):

Max. file size: 20 MB.

9. Did you receive any other bank interest?

Yes

Bank name:

Account number (last 4 digits):

Is the account jointly held?

Your share of gross interest:

Your share of tax deducted:

Please upload supporting documents (IF APPLICABLE):

Max. file size: 20 MB.

10. Did you receive any other bank interest?

Yes

Bank name:

Account number (last 4 digits):

Is the account jointly held?

Your share of gross interest:

Your share of tax deducted:

Please upload supporting documents (IF APPLICABLE):

Max. file size: 20 MB.

Did you receive any rental income?*

Yes

Type of property:

Address of property:

Percentage of ownership:

Please upload your records here:

Max. file size: 20 MB.

ALTERNATIVELY: PROVIDE YOUR FIGURES BELOW. PLEASE USE THE TOTAL FIGURE AND WE WILL DO THE SPLIT BASED ON YOUR PERCENTAGE OF OWNERSHIP

GROSS RENT RECEIVED:

Rent paid, rates, insurances and ground rent:

Repairs and maintenance:

(i) Please provide details in the information box below

Legal, management and other professional fees:

Costs of services:

Mortgage interest/loan interest and fees:

Any other information:

Did you receive a second rental income?

Yes

Type of property:

Address of property:

Percentage of ownership:

Please upload your records here:

Max. file size: 20 MB.

Alternatively: Gross rent received:

Rent paid, rates, insurances and ground rent:

Repairs and maintenance:

(i) Repairs and maintenance:

Legal, management and other professional fees:

Costs of services:

Mortgage interest/loan interest and fees:

Any other information:

Did you receive a third rental income?

Yes

Type of property:

Address of property:

Percentage of ownership:

Please upload your records here:

Max. file size: 20 MB.

Alternatively: Gross rent received:

Rent paid, rates, insurances and ground rent:

Repairs and maintenance:

(i) Please provide details in the information box below

Legal, management and other professional fees:

Costs of services:

Mortgage interest/loan interest and fees:

Any other information:

Did you receive a fourth rental income?

Yes

Type of property:

Address of property:

Percentage of ownership:

Please upload your records here:

Max. file size: 20 MB.

Alternatively: Gross rent received:

Rent paid, rates, insurances and ground rent:

Repairs and maintenance:

(i) Please provide details in the information box below

Legal, management and other professional fees:

Costs of services:

Mortgage interest/loan interest and fees:

Any other information:

Did you receive a fifth rental income?

Yes

Type of property:

Address of property:

Percentage of ownership:

Please upload your records here:

Max. file size: 20 MB.

Alternatively: Gross rent received:

Rent paid, rates, insurances and ground rent:

Repairs and maintenance:

(i) Please provide details in the information box below

Legal, management and other professional fees:

Costs of services:

Mortgage interest/loan interest and fees:

Any other information:

Have you received any foreign income?*

(i) For example: employment income, dividends, bank interest, rental income etc

Yes

Type of income:

Country of origin:

Gross income:

Tax deducted/withheld:

2. Have you received any other foreign income?

Yes

Type of income:

Country of origin:

Gross income:

Tax deducted/withheld:

3. Have you received any other foreign income?

Yes

Type of income:

Country of origin:

Gross income:

Tax deducted/withheld:

4. Have you received any other foreign income?

Yes

Type of income:

Country of origin:

Gross income:

Tax deducted/withheld:

5. Have you received any other foreign income?

Yes

Type of income:

Country of origin:

Gross income:

Tax deducted/withheld:

Did you or your partner receive any child benefit?*

Yes

Do you or your domestic partner expect to earn more than £50,000?

Yes

Do you expect to be the higher earner?

Yes

How many children do you get child benefit for?

If the benefit started or stopped during the year please provide details:

Have you received any other income?*

(i) For example: income from trusts or estates etc

Yes

Please provide details:

Please upload supporting documents (If Applicable):

Max. file size: 20 MB.

Capital Gains

Did you sell any capital assets?*

(i) For example: property, land or shares etc

Yes

Type of asset sold:

Approx. date purchased:

Date sold:

Proceeds of sale:

Purchase costs:

Other costs:

(i) For example: improvement costs, professional fees, stamp duty etc

Any other information:

PLEASE UPLOAD A COPY OF THE SUPPORTING DOCUMENTS:

Max. file size: 20 MB.

Did you sell any other capital assets?

(i) For example: property, land or shares etc

Yes

Type of asset sold:

Approx. date purchased:

Date sold:

Proceeds of sale:

Purchase costs:

Other costs:

(i) For example: improvement costs, professional fees, stamp duty etc

Any other information:

Please upload your records here:

Max. file size: 20 MB.

Have you closed your limited company and received a final distribution in this tax year?*

Yes

Name of company:

Closure date:

Final distribution received:

Reliefs and Deductions

Did you make any pension contributions?*

Yes

Did you make personal pension contributions outside of your employment?

Yes

Name of pension provider:

Amount paid in during the year:

Add a second personal pension contribution

Yes

Name of pension provider:

Amount paid in during the year:

Add a third personal pension contribution

Yes

Name of pension provider:

Amount paid in during the year:

Add a fourth personal pension contribution

Yes

Name of pension provider:

Amount paid in during the year:

Add a fifth personal pension contribution

Yes

Name of pension provider:

Amount paid in during the year:

Did you contribute to a workplace pension?*

Yes

Please upload your latest payslip (within this tax year):

Max. file size: 20 MB.

Did you make any charitable donations?*

Yes

Name of charity:

Total donations:

Add a second charity

Yes

Name of charity:

Total donations:

Add a third charity

Yes

Name of charity:

Total donations:

Add a fourth charity

Yes

Name of charity:

Total donations:

Add a fifth charity

Yes

Name of charity:

Total donations:

Add a sixth charity

Yes

Name of charity:

Total donations:

Add a seventh charity

Yes

Name of charity:

Total donations:

Add a eighth charity

Yes

Name of charity:

Total donations:

Add a ninth charity

Yes

Name of charity:

Total donations:

Add a tenth charity

Yes

Name of charity:

Total donations:

Do you have an outstanding student loan?*

Yes

What plan?

Total deductions by employer:

Do you expect the loan to be repaid in full within 2 years?

Have you got married or separated in this tax year?*

Yes

Please provide details:

Do you want to claim the marriage allowance?*

(i) If you are married or in a civil partnership, and you or your partner/spouse do not fully utilise the personal allowance you may be able to transfer some of this providing the recipient is a basic rate tax payer. If this applies and you would like us to consider this please select Yes and answer the following;

Yes

My partner/spouse will transfer their allowance to me:

Yes

I will transfer my allowance to my spouse/partner:

Yes

Spouse or civil partners name:

Spouse or civil partners national insurance number:

Spouse or civil partners date of birth:

Date of marriage or civil partnership:

Have you invested in an EIS, SEIS, VCT or similar?*

Yes

Type of Investment Scheme:

Name of company:

Unique Investment Reference (UIR) number:

Date issued:

Number of shares:

Amount invested:

Please upload a copy of the supporting documents:

Max. file size: 20 MB.

2. Have you invested in any other EIS, SEIS, VCT or similar?

Yes

Type of Investment Scheme:

Name of company:

Unique Investment Reference (UIR) number:

Date issued:

Number of shares:

Amount invested:

Please upload a copy of the supporting documents:

Max. file size: 20 MB.

3. Have you invested in any other EIS, SEIS, VCT or similar?

Yes

Type of Investment Scheme:

Name of company:

Unique Investment Reference (UIR) number:

Date issued:

Number of shares:

Amount invested:

Please upload a copy of the supporting documents:

Max. file size: 20 MB.

4. Have you invested in any other EIS, SEIS, VCT or similar?

Yes

Type of Investment Scheme:

Name of company:

Unique Investment Reference (UIR) number:

Date issued:

Number of shares:

Amount invested:

Please upload a copy of the supporting documents:

Max. file size: 20 MB.

5. Have you invested in any other EIS, SEIS, VCT or similar?

Yes

Type of Investment Scheme:

Name of company:

Unique Investment Reference (UIR) number:

Date issued:

Number of shares:

Amount invested:

Please upload a copy of the supporting documents:

Max. file size: 20 MB.

Other Information

Have you had any share options granted or exercised?*

Yes

Type of Share Scheme:

Name of company:

Date granted:

Number of shares:

Amount paid for shares if applicable:

Have these shares vested in the year?

Yes

Date Vested:

Number of shares:

Price per share:

Selling costs if applicable:

Tax Paid:

NI Paid:

Net proceeds:

Please upload a copy of the supporting documents:

Max. file size: 20 MB.

2. Add a second scheme

Yes

Type of Share Scheme:

Name of company:

Date granted:

Number of shares:

Amount paid for shares if applicable:

2. Have these shares vested in the year?

Yes

Date Vested:

Number of shares:

Price per share:

Selling costs if applicable:

Tax Paid:

NI Paid:

Net proceeds:

Please upload a copy of the supporting documents:

Max. file size: 20 MB.

3. Add a third scheme

Yes

Type of Share Scheme:

Name of company:

Date granted:

Number of shares:

Amount paid for shares if applicable:

3. Have these shares vested in the year?

Yes

Date Vested:

Number of shares:

Price per share:

Selling costs if applicable:

Tax Paid:

NI Paid:

Net proceeds:

Please upload a copy of the supporting documents:

Max. file size: 20 MB.

4. Add a fourth scheme

Yes

Type of Share Scheme:

Name of company:

Date granted:

Number of shares:

Amount paid for shares if applicable:

4. Have these shares vested in the year?

Yes

Date Vested:

Number of shares:

Price per share:

Selling costs if applicable:

Tax Paid:

NI Paid:

Net proceeds:

Please upload a copy of the supporting documents:

Max. file size: 20 MB.

5. Add a fifth scheme

Yes

Type of Share Scheme:

Name of company:

Date granted:

Number of shares:

Amount paid for shares if applicable:

5. Have these shares vested in the year?

Yes

Date Vested:

Number of shares:

Price per share:

Selling costs if applicable:

Tax Paid:

NI Paid:

Net proceeds:

Please upload a copy of the supporting documents:

Max. file size: 20 MB.

Did you buy or sell any cryptocurrency?*

Yes

Please provide details:

Please upload any relevant documents:

Max. file size: 20 MB.

Do you need to declare information in regards to your residency status?*

(i) This is applicable if you have lived or worked outside the UK during the tax year

Yes

How many days did you spend in the UK in the tax year?

Were you a UK resident in any of the previous 3 tax years?

Yes

Did you work full time abroad in the tax year?

Yes

Did you work full time in the UK in the tax year?

Yes

Did you have a home available to you in the UK for at least 91 days in the tax year?

(i) For example: your own house if vacant or that of a close relative

Yes

Do you have a spouse/partner or children under 18 that are UK residents?

Yes

Any other relevant information:

Are you a Welsh or Scottish tax payer?*

Yes

Welsh or Scottish

Welsh

Scottish

Is there any other information you think may be relevant?*

(i) This could include gifts made or received, PPI claims etc

Yes

Any other information?

Please upload any relevant documents here:

Max. file size: 20 MB.

I can confirm the above declaration has been completed to the best of my knowledge and is to be used to prepare my draft tax return.

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Contact Details

mail@hjpchartered.com
01442 872878

Self-Assessment Tax Questionnaire

Income

Capital Gains

Reliefs and Deductions

Other Information

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