Personal Tax Information – Green Accountancy

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Tax year information relates to
Individual name
Email address
Marital status
Residence status
Domicile/Nationality
Number of days spent in Scotland during the tax year
Number of days spent in Wales during the tax year
Did you receive any of the following income types during the tax year?
Employment income	YesNone
Sole trade	YesNone
Letting income	YesNone
Dividends	YesNone
Bank interest	YesNone
Other investment income	YesNone
Have you had any cryptocurrency transactions during the period	YesNone
Pension received	YesNone
Pension contributions made
Pension contributions paid by employer
Child benefit received by you or your partner or spouse
Foreign income	YesNone
Capital gains	YesNone
State benefits	YesNone
PPI compensation	YesNone
Any other income
Do you have a student loan balance still outstanding	YesNone
Do you receive interest on any joint bank accounts	YesNone
Do you have any investments during the tax year that qualify for EIS. If you did you should have received the form EIC3 so that you can claim the tax relief.	YesNone
Have you made any charitable donations that were subject to Gift Aid? To claim Gift Aid you must make a declaration to each charity you want to donate to through Gift Aid, this is normally done by ticking a box on a form.	YesNone
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