Mirandus Accountants is an expert accounting and chartered tax advisory practice based in London and Edinburgh. We specialise in meeting the needs of private clients and their businesses.

2020 Tax Return Questionnaire

To enable us to complete your 2020 Tax Return, we ask that you provide all relevant information for the period 6 April 2019 to 5 April 2020 using the questions below as a guide.

Please REVIEW all SECTIONS noting ‘n/a’ IF NOthing TO DECLARE

there is space to include any further items that you believe may be relevant to your tax affairs AT THE END OF THE FORM.

ABOUT YOU

Name

First Name

Last Name

Phone Number

Taxpayer location

INCOME DECLARATION

Bank interest income - description and £ amount

Other interest income - description and £ amount

Dividend income - description and £ amount

Dividend income from foreign companies

Self employment income - description and £ amount

Employment income - description and £ amount

Please provide your P60 if employment income to declare. If applicable please also pass your P11D form. P11D is for benefit in kind type of expenses e.g. medical insurance, car etc.

Trust income - description and £ amount

Rental income - description and £ amount

Foreign savings income - description and £ amount

Benefits income - description and £ amount

For example child benefit, universal credit, state pension

Overseas pensions income - description and £ amount

OTHER DECLARATIONS

Proceeds from Sale of Stocks & Shares

Proceeds (£) from Sale of Property

Gift aid donations - name of charity and £ amount

Any other income not listed

Marriage allowance transfer: Have either you or your spouse elected to transfer part of your Personal Allowance to the other?

Yes

Other tax reliefs received

Examples of other possible reliefs are: Gifts to charity; Subscriptions to a Venture Capital Trust; EIS or Seed EIS investments; Community or Social Investment Tax Relief; Interest paid on loans taken out for a qualifying purpose; Seafarers' deduction; Post-cessation losses; Maintenance or alimony payments; Payments to a trade union for death benefits; Payments to a compulsory employer widow/orphan scheme; Relief on redemption of bonus shares