Professional Documents
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Tax Qestionnaire-Template
Tax Qestionnaire-Template
Name:
Company Name:
Company Ref.:
1. Please list any amounts of personal home or telephone bills Total £ 0.00
which the company pays or reimburses.
Business £0.00
2. If the company pays the full bill please confirm the full
amount paid and the amount which relates to business calls
*(this does not include reimbursed expenses which are incurred for
business purposes in relation to your limited company)
Vehicle 1
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12. CO2 Emissions figure
18. Does the company pay for fuel you use personally?
Vehicle 2
28. Does the company pay for fuel you use personally?
29. Does your company provide any assets for personal use?
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30. If so please confirm the initial cost for the assets plus any
associated costs within the tax year.
31. During the year to 5 April 2015 have you drawn funds from
the company as a loan (for yourself or a family member)
Have any of your contracts been caught by the 24 Month rule for the tax year ended 5th April 2015?
If so could you please provide the dates from which contracts were caught? No
Please use this space to record any further information that you believe will be needed to complete
your 2015 P11D Return.
Terms:
Declaration:
I confirm the information supplied is accurate to the best of my knowledge; I have read and
understand the terms and I authorize Your Company Name to use this information to complete my
P11D.
Name……………………………………………………….
Date………………………………………………………….
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