Earnings & Income Client 1 Client 2 Basic Salary £ Basic Salary £ Guaranteed Guaranteed £ £ Overtime Overtime Bonus/ Bonus/ Gross Earned Income £ £ Commission Commission Regular Bonus/ Regular Bonus/ £ £ Overtime Overtime Other £ Other £ Value of Benefits in Kind £ £ (company car, private health etc.) - Found on P11D statement If Self-Employed state £ £ Relevant Earnings Total Monthly Net Income (if £ £ known) Date Commenced Self Employment Y / N Y / N Accounts Available £ £ / Net Profit £ £ / Past 3 Years £ £ / Y / N Y / N Do you have an Accountant? If please add to Contact Details If please add to Contact Details ‘yes’ ‘yes’ Do you expect your Y / N Y / N employment circumstances If please detail in Notes section If please detail in Notes section ‘yes’ ‘yes’ to change? Gross Annual Deposit £ £ Income Gross Annual Investment £ £ Income Gross Annual Pension £ £ Income Other Gross Income (please £ £ give details in Notes) Tax Free Income (please £ £ specify) TOTAL GROSS INCOME £ £ Non / Starting / Basic / Higher / Non / Starting / Basic / Higher / Tax Rate Additional Additional Notes /Soft Facts
Earnings & Income Client 1 Client 2 Gross Earned Income Basic Salary £ Basic Salary £ Guaranteed Overtime £ Guaranteed Overtime £ Bonus/ Commission £ Bonus/ Commission £ Regular Bonus/ Overtime £ Regular Bonus/ Overtime £ Other £ Other £ Value of Benefits in Kind (company car, private health etc.) - Found on P11D statement £ £ If Self-Employed state Relevant Earnings £ £ Total Monthly Net Income (if known) £ £ Date Commenced Self Employment Accounts Available Y / N Y / N Net Profit Past 3 Years / £ £ / £ £ / £ £ Do you have an Accountant? Y / N If ‘yes’ please add to Contact Details Y / N If ‘yes’ please add to Contact Details Do you expect your employment circumstances to change? Y / N If ‘yes’ please detail in Notes section Y / N If ‘yes’ please detail in Notes section Gross Annual Deposit Income £ £ Gross Annual Investment Income £ £ Gross Annual Pension Income £ £ Other Gross Income (please give details in Notes) £ £ Tax Free Income (please specify) £ £ TOTAL GROSS INCOME £ £ Tax Rate Non / Starting / Basic / Higher / Additional Non / Starting / Basic / Higher / Additional Notes /Soft Facts
Fact-Find-COREv1.2.docx