Personal Tax Questionnaire2018-09-16T23:12:03+00:00

PERSONAL TAX QUESTIONNAIRE

To help us complete your tax return, please complete the personal tax organiser with as much information as possible and upload the relevant documents required.

  • Personal Information

  • Statement of Account

    Please provide copies of any Statements of account received from the Revenue.
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  • Interest Income

    Please provide a certificate of interest received from each source in the year or bank statements or details of the interest received (gross, tax and net) making clear if any accounts are joint accounts.
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  • Dividend Income

    Please provide all dividend vouchers for dividends received during the year.
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  • State Pension & Benefits

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  • Pension Income

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  • Employment Income

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  • Self Employment/Partnership Income

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  • Land & Property Income

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  • Capital Gains

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  • Pension Contributions

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  • Reliefs

    If you are entitled to any of the following reliefs, please indicate:
  • Other Outgoings

    Please provide details of any other relevant outgoings. For example:
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  • Any Other Information

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