CIS Questionnaire

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- Step 1 of 5

Unique Number

Personal information

First name *

Last name *

Date of birth

Unique Tax Reference Number (UTR) *

National Insurance Number (NI)

Your mobile number *

Your telephone number

Your email address *

Your address

House name/number *

Street *

Town/city *

County

Postcode *

Identification

We need proof of your ID to help stop fraud

Proof of ID *

Drag & Drop Files, Choose Files to Upload, or Capture With Your Camera You can upload up to 2 files.

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A copy of your driving license or passport (.png, .jpg or .pdf)

Proof of address *

Drag & Drop Files, Choose Files to Upload, or Capture With Your Camera

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A copy of your last utility bill or front of a recent bank statement. (.pdf, .doc, .jpg or .docx)

Authority to Discuss Claim

Would you like to authorise somebody to speak to us on your behalf?

Please provide their details below:

Name

Phone

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year Field mileage

Your income

What tax year are you claiming from? Please enter 0 in fields for any tax year shown that you are not claiming for.

Please only enter numbers (without the £ sign) where required e.g. 100.00

Tax Years *

25/26
24/25
23/24
22/23
21/22

25/26 tax year

CIS earning

Gross income

Tax paid

Private work

Gross income

Tax paid

24/25 tax year

CIS earning

Gross income

Tax paid

Private work

Gross income

Tax paid

23/24 tax year

CIS earning

Gross income

Tax paid

Private work

Gross income

Tax paid

22/23 tax year

CIS earning

Gross income

Tax paid

Private work

Gross income

Tax paid

21/22 tax year

CIS earning

Gross income

Tax paid

Private work

Gross income

Tax paid

Tick all that apply:

Do you or your partner receive child benefit? *

How many children? *

Are you liable for student loan deductions? *

Which plan? *

Plan 1
Plan 2
Postgraduate
Plan 4
Unsure

Are you a Scottish tax payer? *

Are you currently under IVA or bankruptcy? *

Do you have any ongoing enquires with HMRC? *

Are you registered for Class 2 National Insurance Contributions? *

Any PAYE for 25/26 *

PAYE for 25/26

Employer

Ref

Income

Tax

Add more rows

Add more rows

Employer

Ref

Income

Tax

Add more rows

Add more rows

Employer

Ref

Income

Tax

Proof of income

Please upload your CIS statements/Summary for all employers along with any PAYE supporting documents (i.e. P45, P60 or the last payslip ). If you have also been issued a P11D, please include this.

Proof type *

You can add more than one document.

File Upload *

Drag & Drop Files, Choose Files to Upload, or Capture With Your Camera You can upload up to 5 files.

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Allowed extensions: .pdf, .doc, .docx, .png, .jpg

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Capital Expenses

Have you bought a new van/car this year? Let us know.

Add a capital expense

Add a capital expense

Type of expense

Condition

Reg/Description

Price (e.g. 100.00)

Date

Business Usage (e.g. 50)

Add another capital expense

Add another capital expense

Type of expense

Condition

Reg/Description

Price (e.g. 100.00)

Date

Business Usage (e.g. 50)

Add another capital expense 2

Add another capital expense

Type of expense

Condition

Reg/Description

Price (e.g. 100.00)

Date

Business Usage (e.g. 50)

Add another capital expense 3

Add another capital expense

Type of expense

Condition

Reg/Description

Price (e.g. 100.00)

Date

Business Usage (e.g. 50)

Other Expenses

Please only enter numbers (without the £ sign) where required e.g. 100.00

Motor vehicle costs

Road tax

Vehicle insurance

Fuel

Repairs and MOT

Parking and tools

Business mileage (Total)

miles

Travel and subsistence

Lodgings

Meals

Train, buses and taxis

Tools

Protective clothing

Uniform cleaning

Tools and equipment

Telephone

Mobile

Stationary and postage

Computer running costs

Use of home as office/workshop

Rental of business premises

Professional / Union fees

Subscriptions

Licences

Interest

Bank changes

Public liability insurance

Courses and training

Other costs

Supporting Documents

To process your rebate, we’ll need proof of expenses. The more proof you can provide, the easier and quicker your rebate will be to process.

Upload receipts

Drag & Drop Files, Choose Files to Upload, or Capture With Your Camera You can upload up to 5 files.

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Allowed extensions: .pdf, .doc, .docx, .png, .jpg

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Your bank details

We need the bank account details you want us to pay into, so we can transfer your rebate quickly and efficiently.

Name of account holder *

Bank name *

Sort code *

Account number *

Save and Resume Later

Final steps

In order to submit your claim, please tick the box below to confirm you have read the terms and conditions.

I have read and understand the terms and conditions *

I have read and understand the terms and conditions

Save and Resume Later

Heads up! Saving your progress now will store a copy of your entry on this server and the site owner may have access to it.

For security reasons, sensitive information such as credit cards and mailing addresses, along with file uploads will have to be re-entered when you resume.

Go Back

Your form entry has been saved and a unique link has been created which you can access to resume this form.

Enter your email address to receive the link via email. Alternatively, you can copy and save the link below.

Please note, this link should not be shared and will expire in 30 days, afterwards your form entry will be deleted.

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Email *

25/26 tax year

24/25 tax year

23/24 tax year

22/23 tax year

21/22 tax year

Motor vehicle costs

Travel and subsistence

Tools and equipment

Tell us about yourself so we can get you set up with an accountant