For sole trading self-employed applicants complete Sections A, B and F. For self-employed partners of a partnership business complete Sections A, C and F. For limited company directors complete Sections A, D and F. For Portfolio landlords, please also complete Section E. Section A as the please clarify the following details – company’s accountant, Name of applicant(s) whose income(s) is/are stated below Trading name (if applicable) Name of the business Business commencement/incorporation date D D M M Y Y Y Y Nature of the business Please note: We require information from the trading accounts and will only accept income declared in the UK for tax purposes. last three years’ Section B for sole trading self-employed applicants – Dates of financial year end Annual turnover Gross profit before tax Net profit before tax Last completed year £ £ £ D D M M Y Y Y Y Year 2 £ £ £ D D M M Y Y Y Y Year 3 £ £ £ D D M M Y Y Y Y Section C for self-employed partners of a partnership business – Net profit before tax Gross profit Net profit Dates of financial year end Annual turnover attributable to before tax before tax applicant Last completed year £ £ £ £ D D M M Y Y Y Y Year 2 £ £ £ £ D D M M Y Y Y Y Year 3 £ £ £ £ D D M M Y Y Y Y Section D for limited company director(s) – Registered number of company % of distributed profit Number of shares held by the applicant Profit on Profit (after tax and Applicant’s Applicant’s Applicant’s Annual Dates of financial year end activities before dividend salary as net dividend total income turnover before tax distribution) director (A) distribution (A+B only)
For sole trading self-employed applicants complete Sections A, B and F. For self-employed partners of a partnership business complete Sections A, C and F. For limited company directors complete Sections A, D and F. For Portfolio landlords, please also complete Section E. Section A – as the company’s accountant, please clarify the following details Name of applicant(s) whose income(s) is/are stated below Name of the business Nature of the business Trading name (if applicable) Business commencement/incorporation date D D M M Y Y Y Y Please note: We require information from the last three years’ trading accounts and will only accept income declared in the UK for tax purposes. Section B – for sole trading self-employed applicants Dates of financial year end Annual turnover Gross profit before tax Net profit before tax Last completed year £ £ £ D D M M Y Y Y Y Year 2 £ £ £ D D M M Y Y Y Y Year 3 £ £ £ D D M M Y Y Y Y Section C – for self-employed partners of a partnership business Dates of financial year end Annual turnover Gross profit before tax Net profit before tax Net profit before tax attributable to applicant Last completed year £ £ £ £ D D M M Y Y Y Y Year 2 £ £ £ £ D D M M Y Y Y Y Year 3 £ £ £ £ D D M M Y Y Y Y Section D – for limited company director(s) Registered number of company Number of shares held by the applicant % of distributed profit Dates of financial year end Annual turnover Profit on activities before tax Profit (after tax and before dividend distribution) Applicant’s salary as director (A) Applicant’s net dividend distribution Applicant’s total income (A+B only)
81-accountants-reference-190717-1-1.docx