2025/26 Self-Assessment Tax Questionnaire

Title

Full Name

National Insurance (NI) Number

Personal Unique Tax Reference (UTR)

Has Your Primary Residential Address Changed Since 6 April 2025? Has Your Primary Residential Address Changed Since 6 April 2025? Yes No

New Primary Residential Address

Did Your Marital Status Change During the 25/26 Tax Year? Did Your Marital Status Change During the 25/26 Tax Year? Yes No

Did You or Your Partner Claim Child Benefit? Did You or Your Partner Claim Child Benefit? Yes No

(If Yes: Who is the highest earner in the household, and what was the total benefit received?)

Do you Wish to Claim the Marriage Allowance Transfer or Blind Person's Allowance? Do you Wish to Claim the Marriage Allowance Transfer or Blind Person's Allowance? Yes No

(If Yes: Please provide your partner's First Name, Date of Birth, and National Insurance Number)

Are you currently repaying a Student or Postgraduate Loan? Are you currently repaying a Student or Postgraduate Loan? Yes No

(If Yes: Specify Plan 1, 2, 4, 5, or Postgraduate)

Were you employed or a Company Director during the year? Were you employed or a Company Director during the year? Yes No

(If Yes: Please upload your P60 or P45 to IRIS OpenSpace)

Did you incur any allowable employment expenses? (e.g., professional subscriptions, unreimbursed business mileage). Did you incur any allowable employment expenses? (e.g., professional subscriptions, unreimbursed business mileage). Yes No

(If Yes: Please provide details and amounts)

Did you receive any taxable company benefits? Did you receive any taxable company benefits? Yes No

(If Yes: Please upload your P11D to IRIS OpenSpace)

Did you receive the State Pension, a private pension, or taxable State Benefits (e.g., ESA, JSA)? Did you receive the State Pension, a private pension, or taxable State Benefits (e.g., ESA, JSA)? Yes No

(If Yes: Please upload statements to IRIS OpenSpace)

Are you self-employed (Sole Trader)? Are you self-employed (Sole Trader)? Yes No

(If Yes: Please upload your income/expense records to IRIS OpenSpace)

Were you a partner in a Business Partnership? Were you a partner in a Business Partnership? Yes No

(If Yes: Please upload your partnership income statement to IRIS OpenSpace)

Are you a subcontractor under the Construction Industry Scheme (CIS)? Are you a subcontractor under the Construction Industry Scheme (CIS)? Yes No

(If Yes: Please upload all CIS deduction statements to IRIS OpenSpace)

Did you receive income from UK property? Did you receive income from UK property? Yes No

(If Yes: Please upload rental statements to IRIS OpenSpace)

Did you receive any foreign income? (Including foreign property, offshore bank interest, foreign wages or dividends). Did you receive any foreign income? (Including foreign property, offshore bank interest, foreign wages or dividends). Yes No

(If Yes: Please upload details to IRIS OpenSpace)

Did you sell any property, shares, or cryptocurrency? Did you sell any property, shares, or cryptocurrency? Yes No

(If Yes: Please upload completion statements/trading reports to IRIS OpenSpace)

(If you sold a UK residential property): Have you already submitted a 60-Day Capital Gains Tax return to HMRC and paid the tax? (If you sold a UK residential property): Have you already submitted a 60-Day Capital Gains Tax return to HMRC and paid the tax? Yes No Not Applicable

(If Yes: Provide HMRC reference number)

Did you receive any UK dividend income, untaxed bank/building society interest, or trust income? Did you receive any UK dividend income, untaxed bank/building society interest, or trust income? Yes No

(If Yes: Please upload statements to IRIS OpenSpace)

Did you make personal contributions to a private pension scheme? (Exclude workplace pensions taken directly from your payslip). Did you make personal contributions to a private pension scheme? (Exclude workplace pensions taken directly from your payslip). Yes No

(If Yes: Provide the EXACT cash amount paid out of your bank account. Do not add the tax relief; we will calculate this for you.)

Did you make Gift Aid charity donations? Did you make Gift Aid charity donations? Yes No

(If Yes: Provide total amount donated)

Did you invest in any tax-advantaged schemes (EIS, SEIS, or VCT)? Did you invest in any tax-advantaged schemes (EIS, SEIS, or VCT)? Yes No

(If Yes: Please upload the relevant tax certificates to IRIS OpenSpace)

Did you make any Payments on Account to HMRC towards your 2025/26 tax bill? Did you make any Payments on Account to HMRC towards your 2025/26 tax bill? Yes No Not Sure

(Note: We will verify the exact figure directly with HMRC to prevent errors)

Other Income, Expense, or Financial Charge Not Covered Above

Final Declaration Final Declaration I confirm I have uploaded all required supporting documents to my IRIS OpenSpace portal. I confirm I have declared all sources of global income, and the information provided is complete and accurate to the best of my knowledge.