Personal Tax Information Secure Online Form
To help us prepare your personal tax return accurately and efficiently, we now collect personal tax information using a secure online form.
This form replaces paper checklists and follow‑up emails and allows you to provide everything we need in one place.
Important deadline
The deadline to complete this form is 31 October 2026.
However, we strongly recommend completing it as early as possible.
Submitting your information early means:
- You will know your tax liability sooner, allowing time to plan for any tax due
- We can identify issues or queries early, rather than close to filing deadlines
- Your tax return can be prepared in good time, avoiding unnecessary pressure later in the year
Early submission also helps us manage work evenly throughout the year, which means a smoother service for you and a reduced risk of delays during the busy tax season.
What is this for?
The information you submit will be used to:
- Prepare your Self Assessment tax return
- Calculate your tax liability or repayment
- Ensure we meet HMRC requirements and deadlines
Providing complete and accurate information at the outset reduces the need for follow‑up queries and helps ensure your return is correct first time.
What will you need to complete the form?
Depending on your circumstances, you may be asked for details about:
- Income (employment, self‑employment, rental, dividends, interest, pensions)
- Benefits received
- Personal allowances and tax reliefs
- Capital gains
- Student loan or High Income Child Benefit Charge information
You don’t need to complete everything in one go, you can save your progress and return to the form if needed.
How your data is protected
Your information is collected using Jotform, hosted within a secure UK/EU data environment.
We:
- Only collect information relevant to your tax affairs
- Use your data solely for professional purposes
- Store and process information in line with UK GDPR and our Privacy Notice
Before you start
Please make sure you have:
- Access to relevant records and documents
- Details for the relevant tax year
- Around 15–30 minutes to complete the form (depending on complexity)
When ready, please click below to begin.
Start Form