What Company Directors Need to Submit
We'll take care of your personal Self Assessment tax return, but we’ll need a few details from you to complete it accurately and on time.
We already have access to your salary and dividends from your company, so there’s no need to provide those. However, we do need information about any other income you’ve received, along with a few personal tax details.
Important note about your company year-end
If your company’s year-end does not align with the tax year (i.e. it’s not 31 March), we may need to finalise your company’s accounts and Corporation Tax return before we can complete your personal tax return.
Please submit your company information as soon as possible, so we can complete both filings in good time.
What we need from you personally
Please have the following information ready when completing your questionnaire:
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Employment income or dividends from any other companies
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Rental income or property sales
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Crypto, shares, or other investment gains
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Interest received on savings or investments
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Student loan repayments (check your annual Student Loan Statement)
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Child benefit payments (especially if your income was over £50,000)
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Donations to charity or personal pension contributions
The questionnaire will guide you through the process, but having this information ready at the start will help us complete your return faster and avoid unnecessary follow-up.
As always, reach out to our Support team at support@beany.uk with any questions. .