Please complete the following checklist of your personal tax information.

    Tax year information relates to
    Individual name
    Email address
    Marital status
    Residence status
    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 2015 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.


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