Self-Assessment Checklist | Bon Accord Accountancy Limited

Did you receive any employment income during the year ended 5 April?

Yes

Did you receive any employee benefits (beneficial loans, private medical/dental, company car etc) during the year ended 5 April?

Yes

Do you have a student loan?

Yes

If your personal taxable income was more than £50,000 in the year ended 5 April, did you receive any child benefit?

Yes

Did you receive any dividends during the year ended 5 April?

Yes

Did you receive any interest on personal bank or building society accounts during the year ended 5 April?

Yes

Did you make any contributions into private pension schemes, other than contributions directly from your employer or company, during the year ended 5 April?

Yes

Were you in receipt of state pension during the year ended 5 April?

Yes

Were you in receipt of any other pension income during the year ended 5 April?

Yes

Were you in receipt of any taxable state benefits during the year ended 5 April?

Yes

Excluding any paid or reimbursed by your limited company, did you pay any fees or subscriptions to a professional body during the year ended 5 April?

Yes

Did you personally own (i.e. not owned by limited company or other vehicle) any letting properties during the year ended 5 April?

Yes

Excluding donations made through your company, have you made any charitable donations under Gift Aid during the year ended 5 April?

Yes

Did you make any investments into a qualifying Enterprise Investment Scheme (EIS) or Venture Capital Trust during the year ended 5 April?

Yes

Did you receive any income from overseas that was subject to deduction of local taxes during the year ended 5 April?

Yes

Are you claiming non-residence for the year ended 5 April?

Yes

Do you have a spouse as a director, shareholder or employee of your limited company who is required to complete a personal tax return? (They will have received a notice from HMRC)

Yes

Did you receive any PPI or PCP compensation during the year ended 5 April?

Yes

Have you disposed of any capital assets during the year ended 5 April? (e.g. shares, letting property etc)

Yes

If you are self-employed (sole trader or partnership) have you made any Class 2 National Insurance contributions during the year ended 5 April?

Yes

Are you claiming seafarer deduction for the year ended 5 April?

Yes

Name * Email Address *
Did you receive any employment income during the year ended 5 April?	Yes
Did you receive any employee benefits (beneficial loans, private medical/dental, company car etc) during the year ended 5 April?	Yes
Do you have a student loan?	Yes
If your personal taxable income was more than £50,000 in the year ended 5 April, did you receive any child benefit?	Yes
Did you receive any dividends during the year ended 5 April?	Yes
Did you receive any interest on personal bank or building society accounts during the year ended 5 April?	Yes
Did you make any contributions into private pension schemes, other than contributions directly from your employer or company, during the year ended 5 April?	Yes
Were you in receipt of state pension during the year ended 5 April?	Yes
Were you in receipt of any other pension income during the year ended 5 April?	Yes
Were you in receipt of any taxable state benefits during the year ended 5 April?	Yes
Excluding any paid or reimbursed by your limited company, did you pay any fees or subscriptions to a professional body during the year ended 5 April?	Yes
Did you personally own (i.e. not owned by limited company or other vehicle) any letting properties during the year ended 5 April?	Yes
Excluding donations made through your company, have you made any charitable donations under Gift Aid during the year ended 5 April?	Yes
Did you make any investments into a qualifying Enterprise Investment Scheme (EIS) or Venture Capital Trust during the year ended 5 April?	Yes
Did you receive any income from overseas that was subject to deduction of local taxes during the year ended 5 April?	Yes
Are you claiming non-residence for the year ended 5 April?	Yes
Do you have a spouse as a director, shareholder or employee of your limited company who is required to complete a personal tax return? (They will have received a notice from HMRC)	Yes
Did you receive any PPI or PCP compensation during the year ended 5 April?	Yes
Have you disposed of any capital assets during the year ended 5 April? (e.g. shares, letting property etc)	Yes
If you are self-employed (sole trader or partnership) have you made any Class 2 National Insurance contributions during the year ended 5 April?	Yes
Are you claiming seafarer deduction for the year ended 5 April?	Yes