Please complete the following checklist of your personal tax information.

    Tax year information relates to

    Individual name

    Email address

    Marital status

    Residence status

    Domicile/Nationality

    Number of days spent in Scotland during the tax year

    Number of days spent in Wales during the tax year

    Did you receive any of the following income types during the tax year?

    Employment income

    YesNone

    Sole trade

    YesNone

    Letting income

    YesNone

    Dividends

    YesNone

    Bank interest

    YesNone

    Other investment income

    YesNone

    Have you had any cryptocurrency transactions during the period

    YesNone

    Pension received

    YesNone

    Pension contributions made

    Pension contributions paid by employer

    Child benefit received by you or your partner or spouse

    Foreign income

    YesNone

    Capital gains

    YesNone

    State benefits

    YesNone

    PPI compensation

    YesNone

    Any other income

    Do you have a student loan balance still outstanding

    YesNone

    Do you receive interest on any joint bank accounts

    YesNone

    Do you have any investments during the tax year that qualify for EIS. If you did you should have received the form EIC3 so that you can claim the tax relief.

    YesNone

    Have you made any charitable donations that were subject to Gift Aid? To claim Gift Aid you must make a declaration to each charity you want to donate to through Gift Aid, this is normally done by ticking a box on a form.

    YesNone

    Please enter the estimated date that you will have uploaded all documents by

    For any income type where you have chosen ‘Yes’, please upload supporting evidence to your Tax Year folder on ShareFile or send by email or post, whichever is easier. Green Accountancy will file the tax return after all fees have been paid.