Personal Tax Forms

The information that is required on Personal Tax Forms varies from person to person, however, it is most likely that most of the personal tax forms that are completed each year will include some basic financial information

Other information that is included will very much depend upon your personal circumstances and your different forms of income, however for a basic tax return the most common types of financial information that you would supply are as follows:



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were not working on 5th April)

This should be provided to you by your current employer within two months of the tax year end (5th April)

Interest received

Net ………….. Tax ………….. Gross………………….

Names on account ……………………. ………………………..

Dividends received



………….. Tax credit ………….. Gross………………….

Names on Holding ……………………. ………………………..

Any Other Income

Details …………………………………………………………………………………..


All the information that we need can be provided in one of our easy to understand pro formas which can be downloaded from our main web page at PGA Self Assessment

Alternatively call us to discuss your requirements on 01666 822256

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In addition to the basic information above, Property Landlords are required to complete a self assessment return and include details of their property profits or losses, more information regarding Landlords Tax Returns can be found on our other Landlords Tax Pages

HMRC Landlord Task Force

On November 19 2012, HMRC announced the launch of its HMRC Landlord Task Force initiative. In a nutshell this task force is looking for property landlords in the South East that are either under declaring or not declaring their rental property income.

If you receive property income from buy to let, holiday let, renting out your second home, etc and your income from this source is in excess of £2,500 in the financial year (April 6 to April 5) you are required to declare this income by completing a self assessment tax return.

It is estimated that in London and the South East, the areas that the task force will be focusing on, up to 23% of private landlords do not fully declare their property income.

The HMRC Landlord Task Force is estimating that they will recover over £4 million in non declared taxes through this task force plus it is probable that there will be penalties and interest on top of the tax that is owed. An unpleasant side effect of being caught up in this Landlord Task Force initiative is that once someone has been found to be evading tax on their rental property, it is quite likely that HMRC will launch a full investigation in to the individual’s tax affairs. This is most definitely something that you do not want to happen. It will be extremely time consuming and if they find anything it can be extremely expensive once interest and penalties are added.

The likelihood of HMRC showing lenience towards penalties imposed is almost non existent if they catch someone through the effort of their task forces.

If you have property income that you have not declared or feel that you

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may have made an honest mistake when preparing your self assessment tax return, we can help.

We are experienced in dealing with HMRC and we always try and assist in reducing penalties where they have been applied, if you make voluntary disclosures the consequences will be much less severe, it is also possible that you do not have to pay any tax because your property did not make a profit.

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sure that your property tax affairs are completely in order is to get expert assistance, at prices as low as £95 + vat for a landlord tax return there is no real reason

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The HMRC Landlord Task Force is looking for you, call us on the number below or check our prices on our tax return instant quote tool, we are here to help.

Call us to discuss your requirements on 01666 822256 or

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CIS Tax Refund

CIS Tax Refund Service

PGA Self Assessment have many years experience in providing a Fixed Fee CIS Tax Refund Service for clients in the UK and overseas.

We have expertise in claiming tax refunds when they are due from HMRC. As you will probably know any tax owed to you is not always automatically paid. Sometimes it is held in credit in your HMRC account, more often than not it is lost forever because it is never claimed from HMRC.

This is where we can help you, we know how to claim the refunds that are kept from you, a brief conversation with one of our specialists will advise you whether or not it is worthwhile to pursue a claim.

We do not work on a no win no fee basis and then charge you an extortionate percentage of

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your money, our method of working is simply a Fixed Fee for each years tax refund that is claimed, however we are always honest when giving you a verbal appraisal. if there is no possibility that you would receive a tax refund we will tell you, this way no ones time is wasted.

Our CIS tax refund service is going to be launched very soon, please watch our news section for more details of this exciting new value for money service

CIS Tax refund

Fixed Fee Service £100 + vat


You can phone us for details of this service or any other tax refund matters on 01666 822256


Uniform Tax Refund

There are millions of people who work in the UK who are eligible for a Uniform Tax Refund and do not have any idea that it is owing to them.

PGA Self Assessment can help you obtain this refund, if there is no refund, you pay no fee, this way you can not lose. Leave all the paperwork to us and enjoy the Uniform Tax Refund when it arrives.

To be eligable for a Uniform Tax Refund, you need to answer yes to the following questions

  1. Do you wear a uniform for work (even a shirt with a logo on it will count)
  2. Do you wash the uniform yourself?
  3. Are all the costs of washing the uniform paid for by you? (No employer contribution received)

If you can answer yes

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the claim is processed and then receive your cheque.

If for some reason the claim is unsuccessful we do not charge you a penny,no win no fee. you cannot lose.

Our Uniform Tax Refund Service is going to be launched soon and will be a ground breaking Fixed Fee Service of

£25 + VAT

We will not keep a percentage, what is yours is yours, we will work for a fixed fee and we believe we are the first company to offer this service at this price. No matter how large your refund we still will only charge £25 + vat


Keep reading our news section for details of this service and when it will be launched

Leaving The UK Tax Refund

Our Leaving The UK Tax Refund Service is offered to you for a Fixed Fee of £75

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per year claimed, irrespective of the amount of refund that you receive.

Tax Refunds for Individuals Leaving the UK

It is probable that you leave the UK part way through the tax year and if you pay tax through normal PAYE this will normally mean that over the full year you have paid too much tax and are due a refund. Our Leaving The UK Tax Refund Service will ensure that you receive 100% of this refund. We charge a one time Fixed Fee of £75.00 + VAT for our Tax Refund Service, any money that is due to you as a refund will be paid directly to your account from HMRC.

You can download a Leaving The UK Tax Refund Pro Forma that is designed to gather all the information that we will require to make a tax refund on your behalf.

Leaving The Uk Tax Refund Service will be launched very soon

Non Resident Landlords

If you have rented property

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income in the UK and are now Non Resident you should be aware that HMRC have introduced a new system of applying fines for late self assessment returns, before 2011 if no tax was owed then no fines

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could be levied, however this has now changed, even if you do not owe any tax you will still be liable to fines starting at £100 and increasing alarmingly on all self assessment returns that are late irrespective of whether or not you owe any tax. This is a very good reason to think about your Non Resident Tax Return at the earliest opportunity. We are able to help you at a fraction of the cost that the daily fine regime of HMRC can end up costing.

Our Managing Director has himself been a Non Resident Landlord so understands the issues and the anxieties relating to letting your property whilst you are based overseas. Our Non Resident Tax Return Service costs the same as our Personal Tax Return Service, we do not charge more just because you reside overseas. Prices for a Personal Tax Return start at £75. You can see how little our service costs by using our Instant Quote Tool, the link to this is blow.

Non Resident Landlords Tax Return Instant Quote

Or if you prefer talk to us direct on +44 1666 822256