Self-Assessment Client Information Form (SA100 – Sole Trader / Freelancer)

Personal Details

Full Name

Previous Name (if changed during the tax year):

Date of Birth:

National Insurance Number

Unique Taxpayer Reference (UTR)

Marital Status

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Phone

Email

2. Residency & Status (SA100 – Residence Pages)

Were you a resident in the UK for the tax year? (Yes/No)

If no, please provide dates of UK residency/non-residency:

Date for Uk residency

If no, please provide dates of UK residency/non-residency:

Date of Non-residency

Were you domiciled in the UK?

Did you claim the remittance basis?

Have you lived or worked abroad during the tax year?

3. Self-Employment Details (SA103)

Number of Businesses

1 business £250
2 Businesses £450
3 Businesses £650

Add Business Details

Click on the add option below to fill the details of your other business if more than one

Trading Name (if different from your own name):

Nature of Business:

Business Start Date:

Business End Date (if applicable):

Accounting Period Start:

Accounting Period End:

Accounting Method

Are you Registered for VAT?

VAT Registration Number (if applicable):

4. Business Income

Total Turnover / Sales for the year

Any additional business income not included above:

Grants, support payments, or COVID-related income received:

5. Business Expenses (Allowable)

Please provide totals for the following:

Staff wages and subcontractor costs

Rent, rates, utilities

Cost of goods/stock

Marketing and advertising

Repairs and maintenance

Insurance

Professional fees (accountancy, legal, consultancy)

Telephone and internet

Office expenses

Training and education (business-related)

Travel and subsistence

Motor expenses (fuel, insurance, servicing, etc.)

Use of home as office

Bank charges and interest

Other allowable expenses (please specify)

6. Capital Allowances

Expenses Property fully

Equipment or assets purchased (e.g., tools, laptops, machinery):

Purchase date

Cost

Private use percentage (if any):

7. Other Income (SA100 Main Pages)

Employment income (P60/P45 details):

Director’s income:

Pension income:

State benefits (Jobseeker’s Allowance, maternity allowance, etc.):

Property Income

1 Property (Extra £250)
2 Property (Extra £450)
3 Property (Extra £650)

Add Property Details.

Click on the add option below to fill for your other property if you have more than one

Rental income: Per annum

cost of goods bought for resale or goods used

car, van, and travel expenses

Wages, salaries, and other staff costs

Accountancy, legal, and others

Repair and Maintenance for property and equipment

Phones, fax, stationary, and other costs

Interest on bank and credit cards, etc. Financial Charges

Rents, Rates, Power, and Insurance Cost

Other allowable business expenses

Dividends received:

Foreign income:

Any other income not listed above:

Interest from banks/building societies:

8. Pension Contributions & Investments

Personal pension contributions paid:

Relief at source claimed?

Payments into SIPP or private pensions:

Gift Aid donations made:

Venture Capital Trust (VCT) or SEIS/EIS investments:

9. STUDENT LOANS

Do you have a student loan?

Loan Type

Any repayments already made through PAYE:

Did you or your partner receive Child Benefit?

Only Fill this Part if your income is over £50,000

Number of children:

Dates benefit was received:

11. Payments on Account & Tax Paid

Payments on account already made:

Tax refunds received during the year:

12. Document Uploads (Required)

Please upload clear copies of the following documents where applicable:

Previous year’s Self Assessment Tax Return (SA100)

HMRC correspondence (coding notices, statements, letters)

Bank statements covering the tax year

Sales records / invoices

Expense receipts and summaries

Mileage logs (if applicable)

P60 / P45 / payslips (if employed during the year)

Pension contribution statements

Student loan statements

Any other documents relevant to your income or expenses

13. GDPR Consent & Privacy Notice

Abundance Accountancy (a trading name of Accounts & Advice Bureau Ltd) is committed to protecting your personal data.

By submitting this form, you consent to us collecting, storing, and processing your personal and financial information for the purpose of preparing and submitting your self-assessment tax return and providing related accountancy services.

Your data will be:

Processed lawfully, fairly, and transparently
Used only for legitimate business and regulatory purposes
Stored securely and retained in line with statutory requirements
Shared with HMRC and other regulatory bodies only where required by law

You have the right to access, amend, or request deletion of your data, subject to legal and regulatory obligations.

GDPR Agreement

I agree to the GDPR terms and conditions.

14. Terms of Engagement

Please read the following carefully before submitting this form.

Scope of Services—Includes the details of all the work to be carried out

Abundance Accountancy will prepare and submit your self-assessment tax return based on the information and documents you provide. We do not audit or independently verify the information supplied.

Client Responsibilities

To ensure the accuracy and timely completion of your return, you are responsible for providing us with the following information and documentation:

All income sources (e.g., salary slips, P60s, rental income records)
Evidence for all business expenses you wish to claim (e.g., receipts, invoices)
Details of any capital gains or losses incurred
Personal details, including National Insurance number and bank account information (if applicable for refunds)
Any other relevant information that may affect your tax liability

Accountant Responsibilities

We will deal with all communications relating to your personal tax returns, including the submissions of your tax return.

We will provide our professional services with reasonable care and skill. However, we will not be responsible for any losses, penalties, surcharges, interest, or additional tax liabilities arising from the supply by you or others of incorrect or incomplete information, or your or others’ failure to supply any appropriate information, or your failure to act on our advice, or your failure to respond promptly to communications from us or the tax authorities.

Fees & Payment

Our fee for preparing and filing your self-assessment tax return will be automatically calculated based on the information provided in this form.

The total payable amount will be displayed prior to submission and payment.

Any additional work required due to increased complexity, incomplete information, or changes in scope may result in additional charges, which will be communicated to you in advance.

If we are required to withdraw from an engagement because the financial information provided is misleading or incomplete, we will not issue a report.

In such circumstances, our fees for work carried out up to the date of withdrawal will remain payable.

Limitation of Liability

As financial accountants, we have a duty of care to you, and we must observe the highest standards of conduct and integrity. Our services to you will only be completed by an accountant who is fully competent to perform such work and who holds current professional indemnity insurance.

Where any loss or damage occurs as the result of you providing misleading, incomplete, or false information, no liability will be accepted.

The advice we give is not to be used by a third party without written consent. The practice also accepts no legal responsibility from third-party use of the financial information provided to us.

Confidentiality

All client information will be treated as confidential, except where disclosure is required by law.

Termination

Either party may terminate the engagement in writing, subject to outstanding fees.

Complaints and disputes

In the event of any dispute arising from this engagement, we encourage open communication to find a mutually agreeable solution. If a resolution cannot be reached, you may refer the matter to the Institute of Financial Accountants (IFA) or another relevant professional body for mediation or arbitration.

Continuity Arrangements

If we become unable to provide the services agreed upon through incapacity or death, a continuity arrangement has been made with a local accountancy firm. The purpose of this arrangement is to look after your interests by providing continuity of services. You will be contacted in the event of such circumstances arising, and you will have the option to decline to be covered by these arrangements.

Disclaimer:

While we will use our best efforts to ensure the accuracy of your self-assessment tax return, the ultimate responsibility for the accuracy and completeness of the information provided rests with you. You are encouraged to review the return thoroughly before we submit it.

I accept the terms and conditions outlined

15. Declaration, Authority & Electronic Signature

I confirm that all income sources have been fully disclosed.

I confirm that all expenses claimed are wholly and exclusively for business purposes.

I authorise Abundance Accountancy to prepare and submit my Self Assessment Tax Return to HMRC on my behalf.

I agree to the Terms of Engagement outlined above.

Signature

Clear Signature

16. Confirmation & Record Keeping

Upon submission of this form:

A copy of the completed and signed Letter of Engagement will be automatically emailed to you for your records.
A copy will also be securely stored by Abundance Accountancy in line with data retention regulations.

Prepared by Abundance Accountancy – Specialist Accountants for Sole Traders & Freelancers

Total Amount to be Paid

£0.00

Coupon

Stripe Credit Card