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IM BOOKKEEPING: Questionnaire for personal income tax returns for directors

Dear ,

Please check that the information you have provided is correct. The correct information will be used for future official forms.

My client ID:

Name:

My birth name (if filled in during registration):

Date of my name change (if filled in during registration):

Date of birth:

E-mail address:

Phone number:

My permanent place of residence in the UK:

My permanent address outside the UK:

Do you have a permanent address in the UK?:

My permanent address in the UK (if I have a permanent address):

My NI number (if I had one at the time of registration):

GDPR Agreement:

My NI number (if not provided during registration):

Unique Tax Reference (UTR):

Marital Status:

Are you entitled to a family allowance? (Child Benefit):

Child Benefit amount (GBP):

Number of children for whom you are entitled to child benefit:

Do you or your partner earn more than GBP 50,000 per year?:

Employer name:

Employer address:

Are you currently working here?:

Date of termination of employment:

Name of current employer:

Address of current employer:

Are you the director of this company?:

Copies of P45 forms for all your jobs for the current tax year:

Copies of P60 forms for all your jobs for the current tax year:

Proof of expenses incurred in connection with the work if not reimbursed by the employer:

Amount paid into a private pension fund that was NOT paid by the employer:

Amount of state pension received in the tax year in question:

Other extra income from investments, sales of real estate or other assets:

GDPR Agreement:

This contract has been signed by the contracting parties, duly authorised representatives, in full agreement with their respective intentions.

Leave this empty:

Your legal name

Your email address

Please Confirm full name and signature.

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Signed by Ildiko Mokran
Signed On: June 29, 2024

Timestamp

Audit

November 22, 2022 10:22 am GMT

IM BOOKKEEPING: Questionnaire for personal income tax returns for directors Uploaded by Ildiko Mokran - e-sign@imbookkeeping.uk IP 86.12.241.184