2026 Tax Return: Information request
Please complete all sections of this form.
Information provided will be used during the preparation of your 2026 tax return.
Were you employed in the tax year 2025/26 ?
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Were you employed in the tax year 2025/26 ?
Were you self employed in the tax year 2025/26 ?
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Were you self employed in the tax year 2025/26 ?
Were you a company director in the tax year 2025/26 ?
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Were you a company director in the tax year 2025/26 ?
Did you receive any rental income in the tax year 2025/26 ?
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Did you receive any rental income in the tax year 2025/26 ?
e. g. from residential or commercial long long term rentals or holiday property rentals
Did you receive any dividend income in the tax year 2025/26 ?
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Did you receive any dividend income in the tax year 2025/26 ?
Please also answer yes if you received stock/scrip dividends instead of cash
Did you receive any bank interest in the tax year 2025/26 ?
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Did you receive any bank interest in the tax year 2025/26 ?
Did you receive any pension income in the tax year 2025/26 ?
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Did you receive any pension income in the tax year 2025/26 ?
Have you sold any assets that may be subject to Capital Gains in the 2025/26 tax year ?
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Have you sold any assets that may be subject to Capital Gains in the 2025/26 tax year ?
For example: properties, shares, crypto assets, art
Have you received more than £ 1,500 from online selling (eBay, Vinted, Etsy, etc.), in addition to your usual income for the 2025/26 tax year ?
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Have you received more than £ 1,500 from online selling (eBay, Vinted, Etsy, etc.), in addition to your usual income for the 2025/26 tax year ?
Have you received any other income in the tax year 2025/26 ?
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Have you received any other income in the tax year 2025/26 ?
Did you receive any lump sums or compensation in the 2025/26 tax year ?
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Did you receive any lump sums or compensation in the 2025/26 tax year ?
Did you have any income arising from outside the UK in the 2025/26 tax year ?
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Did you have any income arising from outside the UK in the 2025/26 tax year ?
Did you receive any state benefits in the 2025/26 tax year ?
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Did you receive any state benefits in the 2025/26 tax year ?
Have you cashed in a life insurance policy in the 2025/26 tax year ?
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Have you cashed in a life insurance policy in the 2025/26 tax year ?
Did you receive any income from the estate of someone who has died?
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Did you receive any income from the estate of someone who has died?
Have you made any gift aided donations in the tax year 2025/26 ?
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Have you made any gift aided donations in the tax year 2025/26 ?
Have you made any pension contributions in the tax year 2025/26 ?
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Have you made any pension contributions in the tax year 2025/26 ?
Other information required
Did you invest into an ISA during the tax year 2025/26 ?
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Did you invest into an ISA during the tax year 2025/26 ?
Do you have a student loan ?
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Do you have a student loan ?
Did you (or your partner) receive any child benefit in the 2025/26 tax year ?
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Did you (or your partner) receive any child benefit in the 2025/26 tax year ?
