Earnings & Income Gross Employment Income (Annual) Client 1 Client 2 Basic Salary £ p.a. £ p.a. Car Allowance £ p.a. £ p.a. Bonus £ p.a. £ p.a. £ p.a. £ p.a. Overtime Shift Allowance £ p.a. £ p.a. Other £ p.a. £ p.a. Value of Benefits in Kind (P11D) £ p.a. £ p.a. Other Earned Income £ p.a. £ p.a. (e.g. 2nd Job provide details Notes) – Total Employment Income £ p.a. £ p.a. Self-Employment Income (Annual) Client 1 Client 2 Number of / Years’ Accounts Self-Assessment Available Latest Year (1) Year End Net Profit (before taxation) £ p.a. £ p.a. Net Dividend £ p.a. £ p.a. (if Ltd) £ p.a. £ p.a. Director’s Remuneration (if Ltd) Previous Year (2) Year End Net Profit (before taxation) £ p.a. £ p.a. Previous Year (3) Year End Net Profit (before taxation) £ p.a. £ p.a. Total Self Employed Income £ p.a. £ p.a. Other Gross Income (Annual) Client 1 Client 2 Tax Free Income (e.g. ISA) £ p.a. £ p.a. Deposit Interest £ p.a. £ p.a. Investment Income (Interest) £ p.a. £ p.a. Investment Income (Dividend) £ p.a. £ p.a. £ p.a. £ p.a. Rental Income Pension (State) £ p.a. £ p.a. Pension (Private) £ p.a. £ p.a. Child Benefit £ p.a. £ p.a. Working Tax Credit £ p.a. £ p.a. Child Tax Credit £ p.a. £ p.a. Disability Benefits £ p.a. £ p.a. (e.g. DLA, PIP etc) Other:(please £ p.a. £ p.a. provide details in Notes) Total Other Gross Income £ p.a. £ p.a.
Earnings & Income Gross Employment Income (Annual) Client 1 Client 2 Basic Salary £ p.a. £ p.a. Car Allowance £ p.a. £ p.a. Bonus £ p.a. £ p.a. Overtime £ p.a. £ p.a. Shift Allowance £ p.a. £ p.a. Other £ p.a. £ p.a. Value of Benefits in Kind (P11D) £ p.a. £ p.a. Other Earned Income (e.g. 2nd Job – provide details Notes) £ p.a. £ p.a. Total Employment Income £ p.a. £ p.a. Self-Employment Income (Annual) Client 1 Client 2 Number of Years’ Accounts / Self-Assessment Available Latest Year (1) Year End Net Profit (before taxation) £ p.a. £ p.a. Net Dividend (if Ltd) £ p.a. £ p.a. Director’s Remuneration (if Ltd) £ p.a. £ p.a. Previous Year (2) Year End Net Profit (before taxation) £ p.a. £ p.a. Previous Year (3) Year End Net Profit (before taxation) £ p.a. £ p.a. Total Self Employed Income £ p.a. £ p.a. Other Gross Income (Annual) Client 1 Client 2 Tax Free Income (e.g. ISA) £ p.a. £ p.a. Deposit Interest £ p.a. £ p.a. Investment Income (Interest) £ p.a. £ p.a. Investment Income (Dividend) £ p.a. £ p.a. Rental Income £ p.a. £ p.a. Pension (State) £ p.a. £ p.a. Pension (Private) £ p.a. £ p.a. Child Benefit £ p.a. £ p.a. Working Tax Credit £ p.a. £ p.a. Child Tax Credit £ p.a. £ p.a. Disability Benefits (e.g. DLA, PIP etc) £ p.a. £ p.a. Other:(please provide details in Notes) £ p.a. £ p.a. Total Other Gross Income £ p.a. £ p.a.
Fact-Find.docx