18.12.2019 1 Step 1 Individuals Information RequestCOA1 Please select from the followingAre you filling in the form yourself or on behalf of a Client?MyselfOn Behalf of Client First Name Last Name Your Name or Company Name Client's Name Please Enter Client's Address Please Enter Your Address Addrerss Line 1 Address Line 2 Address Line 3 Town Country Postcode Tax Office Details Tax Reference (UTR) Tax District Accounts Office Reference PAYE Reference PAYE District VAT Registration Number Tax Returns Information (Before the date of our appointment) Have you provided the following? Copies of tax return and computations for the last 6 yearsYesNoUnable A note of the date to which Self-Assessment Tax Returns have been acknowledged by the Revenue.YesNoUnable A note of any income losses carried forward.YesNoUnable Copies of correspondence with the Inspector on any return which is under enquiry.YesNoUnable Details of any special arrangements with HM Revenue and Customs.YesNoUnable Copies of the latest Self-Assessment Statement of Account andYesNoUnable Copies of any PAYE coding notices you hold for 2007/08 and future years.YesNoUnable Sole Trader Accounts for last six years.YesNoUnable Trial Balance and Nominal Ledgers for the above period.YesNoUnable List of DebtorsYesNoUnable List of CreditorsYesNoUnable Details of overlap profits.YesNoUnable Summary of trading losses.YesNoUnable Time Limits Have you provided the following? Details of any claims or elections still to be made (or varied) where time limits are approaching.YesNoUnable Capital Gains Have you provided the following? Details of any capital losses carried forward.YesNoUnable Details of part disposals which may affect future calculations of capital gains.YesNoUnable Details of roll-over relief or hold-over relief claims made under s152 and s I 54 TCGA 1992, together withYesNoUnable Details of the assets against which the above claims were made (including their revised base costs after the claims).YesNoUnable Claims for negligible value under Section 24(2) TCGA 1992.YesNoUnable Valuations of the shares in the company agreed with HM Revenue & Customs.YesNoUnable Details of any global rebasing election made under s35 (5) TCGA 1992 for 31 March 1982 values.YesNoUnable Details of any available 31 March 1982 and 6 April 1965 values.YesNoUnable Others Have you provided the following? Any other information that you may hold that is essential to the affairs of the clientYesNoUnable Submit keyboard_arrow_leftPrevious Nextkeyboard_arrow_right
