Client Declaration Form 2025/26

1

Personal Details

Title (Mr/Mrs/Ms/Miss) *

Date of Birth *

Nationality *

Full Name & Surname *

Address *

Have you moved during this tax year?

Postcode *

Trade / Occupation *

UTR *

NIN *

Phone Number *

Email Address *

Marriage Allowance

Yes No

2

Bank Details

Required for HMRC tax refund purposes.

Bank Name

Account Name

Sort Code

Account Number

3

Expenses

Please complete all relevant fields. Supporting receipts/invoices must be provided.

Travel (£)

Motor Expenses (£)

Telephone (£)

Tools (£)

Materials (£)

Stationery & Office (£)

Other Expenses (please describe)

4

Professional Fees

Service	Fee (incl. VAT)
Standard Self-Assessment Tax Return (non-MTD)	£150.00
HMRC Call / Reference Letter / Address Change / Correspondence	£50.00 per item
Advisory / Consultation	£100.00 per hour
Amendments & HMRC Enquiries	£100.00 per hour

Invoices are payable within 14 days of issue. We reserve the right to suspend services for overdue accounts. We will not share your details with any third party without your written consent.

5

Self-Assessment Questionnaire (2025/26)

Please tick all sections that apply to you and attach supporting documents where indicated.

1. Income Overview

Employment Income (attach P60 / P45)

Self-Employment Income (if gross income over £1,000)

Property / Rental Income

Dividends, Interest or Other Investment Income

Foreign Income

Trusts, Estates or Partnerships

2. High Income Child Benefit Charge

I (or my partner) had income over £60,000 and received Child Benefit

3. Capital Gains

Disposal of assets (attach bank statements / completion statements)

4. Director Disclosures

I was a director of a close company during 2025/26

5. Deductions & Reliefs

Student Loan (Plan 1 / Plan 2 / Plan 4 / Plan 5 / Postgraduate)

Pension Contributions

Gift Aid / Charitable Donations

6

HMRC Penalty Notice

You have been informed that HMRC may charge a penalty for inaccurate or incomplete information.

Behaviour	Unprompted Disclosure	Prompted Disclosure
Reasonable Care	No penalty	No penalty
Careless	0% – 30%	15% – 30%
Deliberate	20% – 70%	35% – 70%
Deliberate & Concealed	30% – 100%	50% – 100%

It is your responsibility to ensure all information supplied is accurate, complete, and provided in a timely manner. In the event of an HMRC enquiry, you declare that you will provide all supporting evidence for expenses and income discussed.

7

Client Declaration

I engage NP Accounting Services Ltd to file my Self-Assessment Tax Return for the year ended 5th April 2026 based on the information supplied by me. I understand that NP Accounting Services Ltd will use my personal details solely for the purpose of submitting my Self-Assessment Tax Return, in compliance with UK GDPR and the Data Protection Act 2018.

I agree that all details on this return and any forms enclosed or sent separately are fully and truly stated to the best of my knowledge and belief. I acknowledge that providing inaccurate or incomplete information may result in HMRC penalties as detailed above, for which I accept full responsibility.

I confirm I have read, understood, and agree to the fee schedule set out in Section 4 of this form.

I confirm I have read and agree to all the above terms.

CLIENT SIGNATURE

Signature *

Full Name (Print) *

Date *

FOR AND ON BEHALF OF NP ACCOUNTING SERVICES LTD

Natalia Postolachi FMAAT — Director, NP Accounting Services Ltd