This personal organiser is designed as a help to keep all your Tax Documents together and as a checklist of the information and documents to provide to us at the end of the personal tax year. The year runs from 6th April 2020 to 05th April 2021.
It would be helpful:
- To open a folder, place it at the front of the folder and file all your Tax Documents behind it in an organised manner, as in date order, invoice number etc…
- If unsure how to complete this form, and if any information is relevant, then put it in an explanation.
- If more space is needed, then use a separate piece of paper.
PERSONAL INFORMATION ( APPLICABLE ONLY TO NEW CLIENTS )
National Insurance No:______________________________________________________
Tax Reference No: __________________________________________________________
Date of birth: __________________________________________________________
Male or Female: __________________________________________________________
Date of Marriage : ___________________________________________
Spouse / Civil partner Date of Birth: ___________________________________________
Are you resident in the UK: YES / NO