2020 US TAX RETURN TAX DATA QUESTIONNAIRE

2020 US TAX RETURN
TAX DATA QUESTIONNAIRE

YEAR ENDED DECEMBER 31ST, 2020

Welcome to the online questionnaire.

Please complete the questionnaire as accurately as possible. Please ensure that you indicate the currency used where possible. Please upload any supporting documentation and provide additional notes in Section 17. When complete, please click Submit in Section 19.

2020 FEDERAL TAX RETURN PREPARATION FEES

Category:	Federal tax return:	State tax return:	Form 8938 & FBAR:	Form 5471 & 8858:	Form 3520 & 709:
Simple – from	£595 + VAT	£195 + VAT	£175 + VAT	£195 + VAT	£195 + VAT
Standard – from	£945 + VAT	£295 + VAT	£275 + VAT	£495 + VAT	£495 + VAT
Complex – from	£1,495 + VAT	£395 + VAT	£475 + VAT	£795 + VAT	£795 + VAT

This is an overview of the range of fees we charge for the preparation of US tax returns. Please note that the early provision of data in a full and concise manner will expedite the preparation of the tax return, which may make it unnecessary to file extensions, and will therefore ensure that fees are kept as low as possible.

Go to:

Choose Section

Start

Economic Impact Payment – The IRS would have processed stimulus cheques based on information contained in the 2019 or 2018 tax return. If you have filed these returns, the status of your cheque can be found at: https://www.irs.gov/coronavirus/get-my-payment. If you did not receive a stimulus cheque or became eligible for the payment during 2020, a Recovery Rebate Credit can be claimed on your tax return. More information here – https://www.irs.gov/newsroom/recovery-rebate-credit
Please include copies of your 1444-A or 1444-B IRS notices with your tax return.
Required Minimum Distribution – The CARES Act provided a temporary waiver of RMDs for 2020. RMDs have now been reinstated for 2021 and you must take a distribution if you meet the age requirements.
The age at which you are required to begin taking distributions has also changed. If you were born before July 1st, 1949, then you must take your first RMD by April 1st following the tax year in which you turn 70½. If you were born after June 30th, 1949, then you must take your first RMD by April 1st following the tax year in which you turn 72.
International Wire Transfers – Taxpayers settling their liability via wire transfer from a foreign bank account can use the IRS website: https://www.irs.gov/individuals/international-taxpayers/foreign-electronic-payments
Foreign Exchange Gains – Holders of non-US dollar denominated mortgages should be wary of the potential gains that arise when making lump-sum capital repayments. It is important to note that refinancing a loan can also be considered as a full repayment and the tax consequences can be significant. Please refer to the following article for more details: https://pjdtax.co.uk/updates/foreign-mortgage-gain
Penalties for Form 3520 – These forms are prepared to report the existence of non-US trusts. It is important to be aware that the penalties associated with their incomplete, incorrect or late filing can be significant (at least $10,000). If you are in any way associated with a non-US trust, please complete Section 7 of the questionnaire.
Standard deduction - for 2020 is as follows:
- Single or Married Filing Separately – $12,400 (previously $12,200)
- Head of Household – $18,650 (previously $18,350)
- Married Filing Jointly – $24,800 (previously $24,400).
The standard deduction will increase by $1,300 per person if aged 65 or older ($1,650 if Single or Head of Household). If married and filing jointly a deduction of $26,100 if one spouse is 65 or over, $27,400 if both spouses are 65 or over.

If you believe that any of the above topics may affect you, please consult your regular PJD Tax representative who will provide you with further information.

Tax return:

15 April, 2021:	Interest will be charged from this date on any tax owing.
15 April, 2021:	Filing extension may be required for US based taxpayers.
15 June, 2021:	Filing extension may be required for foreign based taxpayers.
15 October, 2021:	A letter of explanation must be filed if the tax return has still not been filed.
15 December, 2021:	Filing extensions will normally not be granted beyond this date.

FBAR (FinCEN Form 114):

15 April, 2021:	FBAR must be filed online (see Section 4). First deadline.
15 October, 2021:	Automatic extension granted to this date for taxpayers failing to meet April deadline.

2021 Quarterly estimated payments:

If you expect to owe Federal tax for 2021 you need to start making advanced payments as follows:

Payment period:	Due date:
1 January – 31 March, 2021	15 April, 2021
1 April – 31 May, 2021	15 June, 2021
1 June – 31 August, 2021	15 September, 2021
1 September – 31 December, 2021	17 January, 2022

Exchange rates:

2020 Annual average exchange rates (use on tax return)	31 Dec’20 Year-end exchange rates (FBAR & 8938 only)
GBP – 0.779 (1.2836)	GBP – 0.7320 (1.3661)
EUR – 0.877 (1.1402)	EUR – 0.8150 (1.2270)
CHF – 0.939 (1.0649)	CHF – 0.8810 (1.1350)
Can$ – 1.341 (0.7457)	Can$ – 1.2750 (0.7843)
Sing$ – 1.379 (0.7251)	Sing$ – 1.3220 (0.7564)
HK$ – 7.756 (0.1289)	HK$ – 7.7530 (0.1289)

Taxpayer and spouse:

Please note that if you wish to file jointly with a non-resident alien spouse you must provide a valid social security number or taxpayer identification number for that spouse.

	Self:	Spouse:
Last name:
First name & initial:
Address:
Are you a politically exposed person? (more information)	YesNo	YesNo

Are your personal details the same as last year’s questionnaire?YesNo

There is no need to provide the following information if we prepared your tax return previously and your information remains unchanged.

	Self:	Spouse:
Marital status:
Date of marriage:
Email address:
Tel no (work & mobile):
Social security no:
Date of birth:
Country of citizenship:
Green card holder:
Occupation:
Type of foreign visa held:
Date of departure from US:
Date of arrival in the UK:
Date of departure from UK:
$3 to election campaign?

Refund:

If you would like your refund direct deposited, please provide US bank account information.

Name of bank:	Routing number:	Account number:	Checking / saving:

Dependents:

If any of your dependents independently files a Tax Return, or if any other person claims part or all of an exemption in respect of a dependent, please let us have full details.

Are your dependents details the same as last year’s questionnaire?YesNo

	Dependent 1:	Dependent 2:	Dependent 3:
Last name:
First name & initial:
Social security no:
Date of birth:
Gender:
Months lived with you:
Your percentage of support:
Full time student?

Miscellaneous:

Would you like an invitation to share your documentation via our secure portal?YesNo

We will send you a paper copy of the tax return to sign and submit to the tax authorities, together with a paper copy for your records.

Would you prefer to receive your personal file copy electronically?YesNo

Do you file UK tax returns?YesNo

If you have not done so already, please ensure that you provide copies of your most recently filed UK tax returns.

The FBAR is filed separately to your tax return and reports the balance of your non-US financial accounts annually. You will be required to file if the combined balance of your non-US financial accounts exceeds $10,000 on any day in the tax year.

Further details about this form can be found on our website:
https://www.pjdtax.co.uk/updates/post/what-is-the-fbar-and-do-i-need-to-file-one

Do you have a filing requirement for this form?YesNo

Would you like PJD Tax to prepare this form?YesNo

Please provide details in Section 6

As a registered BSA E-Filer, PJD Tax Consultants Ltd can file the Form on your behalf. To do this you will need to complete the Authorization “Form 114a” (which can both be found at the link below) and return to your tax preparer. https://www.fincen.gov/sites/default/files/shared/FBARE-FileAuth114aRecordSP.pdf

We will not file the FBAR for you unless requested.

PENALTIES

The penalty for failing to file an FBAR is $10,000 per account if the failure was non-wilful. If the failure to file is considered to be wilful, the penalty is the greater of $100,000 or 50% of the balance of each account per year. In severe cases, wilful violations can lead to harsh criminal sanctions of up to a $500,000 fine and ten years in prison.

You may be required to report additional information regarding any non-US financial assets you hold on Form 8938 as part of your US Federal tax return.

You need to complete a form 8938 if the following applies:

You are a US citizen, a green card holder or a Non-Resident alien electing to be treated as a US citizen; and

The value of your foreign financial assets exceeds:

Filling status:	Living inside the US:	Living outside the US:
Single	$50,000 at year end, or $75,000 during the year	$200,000 at year end, or $300,000 through the year
Married filing joint	$100,000 at year end or $150,000 during the year	$400,000 at year end, or $600,000 through the year
Married filing separate	$50,000 at year end, or $75,000 through the year	$200,000 at year end, or $300,000 through the year

Our website does provide some more information on what should be included on this form. For further information please contact your tax preparer.
https://www.pjdtax.co.uk/updates/do-i-need-to-file-form-8938

Do you have a filing requirement for this form? YesNo

If so, please provide full details of your foreign financial assets in Section 6.
Please ensure that you provide details of any deferred compensation schemes.

PENALTIES

There is a potential penalty of $10,000 for failure to file Form 8938, this increases in the case of continued non-filing.

It is only necessary to complete this section if we are preparing your FBAR or you have a filing requirement for Form 8938. Please see Sections 4 & Section 5 for more details

Please tick here if you will be providing this information in a separate Excel document

Institution name:	Full street address and postcode:	Account number:	Does this account receive interest?:	Account owner, (taxpayer / spouse or joint):	Type of asset (Bank, securities, ISA, pension, etc) or signatory authority:	Date opened in 2020:	Date closed in 2020:	Max value during year:	Value at year end:	Currency:

Please specify currency where applicable.

You can download our template excel document *here* and then upload this in Section 17

Were you or your spouse employed in 2020?YesNo

N.B. Please use Section 10 to provide self-employment information.

Employer details:

	Employer 1:
Employee name:
Employer name:
Employer address:
Date joined:
Date left:

Please provide copies of all payslips received in 2020 for all employments shown above and answer the following questions:

1 Do you have a US employment contract?YesNo

Please tick NO if your contract is with a UK or other non-US entity

2 Did you receive a 2020 W-2? (please provide a copy)YesNo

3 Did you receive a bonus in 2020?YesNo

For performance related bonuses please provide details of the period over which the bonus was earned:

4 Did you receive any Restricted Stock Awards or exercise any Stock Options?YesNo

Please provide a vesting schedule and details of when these awards / options were granted.

5 Did you work any days in the US in 2020?YesNo

If so, please complete the workday calendar in Section 18 as accurately as possible. When marking workdays, please include any weekends worked. You should also indicate for each workday if you were working in the US, the UK or another foreign country.

Tick to add another employment

Employer details:

	Employer 2:
Employee name:
Employer name:
Employer address:
Date joined:
Date left:

Please provide copies of all payslips received in 2020 for all employments shown above and answer the following questions:

1 Do you have a US employment contract?YesNo

Please tick NO if your contract is with a UK or other non-US entity

2 Did you receive a 2020 W-2? (please provide a copy)YesNo

3 Did you receive a bonus in 2020?YesNo

For performance related bonuses please provide details of the period over which the bonus was earned:

4 Did you receive any Restricted Stock Awards or exercise any Stock Options?YesNo

Please provide a vesting schedule and details of when these awards / options were granted.

5 Did you work any days in the US in 2020?YesNo

Tick to add another employment

Employer details:

	Employer 3:
Employee name:
Employer name:
Employer address:
Date joined:
Date left:

Please provide copies of all payslips received in 2020 for all employments shown above and answer the following questions:

1 Do you have a US employment contract?YesNo

Please tick NO if your contract is with a UK or other non-US entity

2 Did you receive a 2020 W-2? (please provide a copy)YesNo

3 Did you receive a bonus in 2020?YesNo

For performance related bonuses please provide details of the period over which the bonus was earned:

4 Did you receive any Restricted Stock Awards or exercise any Stock Options?YesNo

Please provide a vesting schedule and details of when these awards / options were granted.

5 Did you work any days in the US in 2020?YesNo

Tick to add another employment

Employer details:

	Employer 4:
Employee name:
Employer name:
Employer address:
Date joined:
Date left:

Please provide copies of all payslips received in 2020 for all employments shown above and answer the following questions:

1 Do you have a US employment contract?YesNo

Please tick NO if your contract is with a UK or other non-US entity

2 Did you receive a 2020 W-2? (please provide a copy)YesNo

3 Did you receive a bonus in 2020?YesNo

For performance related bonuses please provide details of the period over which the bonus was earned:

4 Did you receive any Restricted Stock Awards or exercise any Stock Options?YesNo

Please provide a vesting schedule and details of when these awards / options were granted.

5 Did you work any days in the US in 2020?YesNo

Were you a member of a pension scheme in 2020?YesNo

Foreign pensions:

If you currently, or have previously participated in a non-US pension scheme please indicate by ticking the appropriate box below:

Employer scheme

Self-invested pension plan (SIPP)

Contributions:

Please supply the following information for 2020. If possible, please also provide a copy of the pension statement.

Non-US Pension plans	Pension 1:
Name of pension administrator
Account Holder
Amount of employer contributions in 2020
Amount of personal contributions (before tax relief)
Value of your pension scheme at the start of 2020
Value of your pension scheme at the end of 2020

Tick to add another pension

Non-US Pension plans	Pension 2:
Name of pension administrator
Account Holder
Amount of employer contributions in 2020
Amount of personal contributions (before tax relief)
Value of your pension scheme at the start of 2020
Value of your pension scheme at the end of 2020

Tick to add another pension

Non-US Pension plans	Pension 3:
Name of pension administrator
Account Holder
Amount of employer contributions in 2020
Amount of personal contributions (before tax relief)
Value of your pension scheme at the start of 2020
Value of your pension scheme at the end of 2020

Tick to add another pension

Non-US Pension plans	Pension 4:
Name of pension administrator
Account Holder
Amount of employer contributions in 2020
Amount of personal contributions (before tax relief)
Value of your pension scheme at the start of 2020
Value of your pension scheme at the end of 2020

Did you Contribute to an IRA or 401(k) in 2020 YesNo

US Pension plans *	Traditional self:	Traditional spouse:	ROTH self:	ROTH spouse:
IRA Contribution made for 2020
% non-deductible
401K contributions made for 2020
SEP IRA / KEOGH contributions

* Please provide copies of Forms 1099-R and 5498.

Pension distributions:

This also includes UK State Pensions and US Social Security.

1 Did you receive distributions from a US pension in 2020?YesNo

If yes, please provide form 1099-R for each distribution

2 Did you receive distributions from a non-US pension in 2020?YesNo

If yes, please provide details below and any relevant back-up documentation

Name of payer:	Lump sum or regular payment?:	Amount:	Tax paid:	Country:

Were you self-employed in 2020?YesNo

Please be aware that this page is not relevant if you are a Partner. Please see Section 11.

Please indicate the currency used on this page

Date self-employment started:

and ended:

Details of self-employment:

Trading name: Type of business: Business address:

Trading income:

Income received: Reimbursed expenses: Total received:

Home office:

If your office is in your home, you can deduct the amount of utilities relating to the area used exclusively for business.

Area exclusively used for business: Total area of home::

Expenses:

Rent: Utilities: Commission: Insurance: Legal fees: Office expense: Advertising: Maintenance: Travel: Entertainment: Miscellaneous: Other:

If there are any other expenses you feel may be relevant please use the continuation sheet provided detailing the type and the amount of the expenses.

Depreciation:

Please give full details of acquisitions & disposals of business property.

Description of asset:	Date acquired:	Date disposed:	Cost / Proceeds:	% Business use:

1 Did you have interest income in 2020?YesNo

If yes, please provide a Form 1099-INT or details below.

Source:	Currency:	Gross amount:	Tax withheld:	Joint? Y / N:

2 Did you have dividend income in 2020?YesNo

Please be aware that reinvested dividends are still reportable.

If yes, please provide a Form 1099-DIV or non-US brokerage statement.

Source:	Currency:	Gross amount:	Tax withheld:	Joint? Y / N:

3 Did you dispose of any assets or investments in 2020?YesNo

Please provide details below if you are not providing supporting documentation for all sales.

Description of asset:	Currency:	Purchase date:	Cost:	Sale date:	Proceeds:	Joint? Y / N:

4 Did you sell a residential property in 2020?YesNo

Please indicate the currency used on this page

Address of property:

Date of sale: Date of purchase:

Gross sale proceeds: Original cost:

Dates and costs of any capital improvements: Was the property held jointly?:
Please specify other owner. Dates owned and used as main residence:

Please provide a copy of the closing statement and provide further details of any capital improvements on the continuation sheet (Section 17).

5 Did you or your spouse own any ISAs in 2020?YesNo

Income from ISAs has tax exempt status in the UK but is fully taxable on a US return. Please tick the following boxes that apply to you.

If so, please indicate which type below and provide full details:

1 Cash ISA

2 Single company / shares

3 Funds / unit trusts

6 Do you have non-US collective investments?YesNo

(Funds, Unit trusts, Income Bonds, etc). Please provide full details.

7 Did you receive any income from US Partnerships, Estates & Trusts or S-Corporations?YesNo

If yes, please provide copies of forms K-1 for each.

Did you own a rental property in 2020?YesNo

Details of rental property:

Address of Property:
Property acquired:
First offered for rent:
Period available for rent in 2020:
Cost or other basis:
Currency used:

Capital improvements:	Date:	Cost:

Rental income:
Rents received from tenant for year:
Number of days rented in year:
Number of days of personal use in year:

Rental expenses:
Auto & travel:
Cleaning & maintenance:
Commissions:
Insurance:
Legal & professional fees:
Repairs – please specify:
Taxes:
Interest paid:
Utilities:
Other - please specify in Section 17

Tick to add another property

Details of rental property:

Address of Property:
Property acquired:
First offered for rent:
Period available for rent in 2020:
Cost or other basis:
Currency used:

Capital improvements:	Date:	Cost:

Rental income:
Rents received from tenant for year:
Number of days rented in year:
Number of days of personal use in year:

Rental expenses:
Auto & travel:
Cleaning & maintenance:
Commissions:
Insurance:
Legal & professional fees:
Repairs – please specify:
Taxes:
Interest paid:
Utilities:
Other - please specify in Section 17

Tick to add another property

Details of rental property:

Address of Property:
Property acquired:
First offered for rent:
Period available for rent in 2020:
Cost or other basis:
Currency used:

Capital improvements:	Date:	Cost:

Rental income:
Rents received from tenant for year:
Number of days rented in year:
Number of days of personal use in year:

Rental expenses:
Auto & travel:
Cleaning & maintenance:
Commissions:
Insurance:
Legal & professional fees:
Repairs – please specify:
Taxes:
Interest paid:
Utilities:
Other - please specify in Section 17

Tick to add another property

Details of rental property:

Address of Property:
Property acquired:
First offered for rent:
Period available for rent in 2020:
Cost or other basis:
Currency used:

Capital improvements:	Date:	Cost:

Rental income:
Rents received from tenant for year:
Number of days rented in year:
Number of days of personal use in year:

Rental expenses:
Auto & travel:
Cleaning & maintenance:
Commissions:
Insurance:
Legal & professional fees:
Repairs – please specify:
Taxes:
Interest paid:
Utilities:
Other - please specify in Section 17

Healthcare coverage:

Was everyone in your household living outside of the US for the entire year?YesNo

If you were living in the US for all or part of the year you need to verify on your tax return that you have minimum qualifying health insurance coverage for yourself, your partner and your dependents or be subject to a “shared responsibility payment”.

1 Did everyone in your household have health coverage for the entire year?YesNo

If yes please provide a copy of Form 1095-B.

2 If no, did you have coverage through your employer?YesNo

If yes please provide a copy of Form 1095-C.

3 If no, were you enrolled in health insurance through the marketplace?YesNo

If yes please provide a copy of Form 1095-A.

Foreign housing expenses:

In addition to the Foreign Earned Income Exclusion it may be possible to deduct the cost of your foreign housing.

	Country 1:	Country 2:
Country of habitation:
City of habitation:
Habitation start date:
Habitation end date:
Currency:
Rent paid to landlord:
Utilities:
Annual council tax:
Other (please indicate):

If you arrived during 2020 please only include the expenses paid from the date of your arrival to 31st Dec 2020.

Did you have a mortgage in 2020?YesNo

Mortgage interest & points:

Qualified residence interest is allowable in respect of loans on your home and one other property. If you have more than one loan, please indicate on the continuation sheet (Section 17) which loan relates to which property.

	Loan 1
Name of lender:
Amount of initial loan:
No. of joint borrowers and relationship to you:
Type of loan – Capital repayment or Interest only:
Date loan secured:
Balance of loan outstanding on 31 Dec 2019:
Balance of loan outstanding on 31 Dec 2020:
Total interest paid in calendar year 2020:
Currency:

Tick to add another loan

	Loan 2
Name of lender:
Amount of initial loan:
No. of joint borrowers and relationship to you:
Type of loan – Capital repayment or Interest only:
Date loan secured:
Balance of loan outstanding on 31 Dec 2019:
Balance of loan outstanding on 31 Dec 2020:
Total interest paid in calendar year 2020:
Currency:

1 Did you make any lump sum mortgage capital repayments in 2020?YesNo

Outside of any regular monthly payments.

2 Did you fully redeem or refinance your mortgage in 2020?YesNo

Amount paid – Loan 1:	Date of payment:

Amount paid – Loan 2:	Date of payment:

Please be aware that repayments of non-US dollar loans can generate taxable gains purely because of currency fluctuations. Please let us know if you are intending to make a capital repayment, fully redeem or refinance your mortgage. More information on this topic can be found here.

Other Itemised Deductions

Please tick the following deductions that are relevant to you and provide details.

Medical expenses:

	Amount:	Reimbursement received:	Currency:
Medicine & drugs (prescription only):
Doctors, dentists, nurses, etc.:
Insurance premiums:
Other (please specify):

If any of the above amounts were paid via a HSA distribution please provide form 1099-SA.

Other interest paid:

Including investment and student loan / education related interest, but not personal interest (e.g. overdraft).

Lender or Type:	Amount:	Currency:

Taxes other than Federal Income Taxes:

	Amount:	Currency:
Real estate tax:
State tax (including estimated tax payments):
Property tax (please specify):
Other (please specify):

Charitable contributions:

Only US charities, or US registered international charities are eligible. Contributions of $250 or more are only deductible if you have a receipt. If you made any non-cash contributions please attach a copy of the valuation document.

Donee or Charity:	Amount:	Cost of donation to you:	Date acquired (non-cash only):	Receipt (Y / N):

Please tick the following deductions that are relevant to you and provide details.

Did you receive an economic impact payment?

Please provide copies of notices 1444-A and/or 1444-B.

Total amount received in 2020:

Did you make estimated tax payments towards your 2020 US tax liability?

	State:	Payment 1:	2:	3:	4:	Total:
Federal amount:
Date paid:

State amount:
Date paid:

Did you make any non-US income tax payments in 2020?

Country:	Amount paid:	Date paid:	Currency:

Did you pay for any childcare services in 2020?

This includes the cost of childcare services for your dependent to enable you to work or look for work.

Amount Paid:	Name of provider:	Address of provider:	SSN (If applicable:)

Did you incur any qualifying education expenses in 2020?

If you incurred expenses for yourself, your spouse, or your dependent to enrol in or attend an eligible educational institute you may be able to take an educational credit. This does not include Private School fees.

Institution:	Amount:	Date:

Did you pay or receive any alimony payments in 2020?

Please provide details of any payments made to or amounts received from a former spouse. Please also provide the former spouse’s full name, address and social security number. Child support payments are not taxable / deductible in 2020.

Payer / Payee:	Amount paid / Received:	Tax deducted:	US / Foreign:

Did you receive a state tax refund in 2020?

Please provide copies of forms 1099-G.

State:	Amount:	Year:

Did you receive jobseekers allowance or out of work benefits in 2020?

If during 2020 you were in receipt of UK jobseekers allowance please provide details below and a copy of P60.

Recipient name:	Amount paid:	UK Tax withheld:

Did you receive child benefit in 2020?

If during 2020 you or your spouse were in receipt of child benefit then the amount received during the year needs to be reported on your US tax return and we will therefore require the total amount you or your spouse received in the calendar year. Please also ensure that you have entered all of your dependent’s information in Section 3.

Total amount received:

Please be aware that uploaded documents will not save to the web page. The questionnaire must be submitted in the same session.

Please use this area to upload files for submitting with this form (allowed file types: jpg, jpeg, png, gif, pdf, docx, doc, xls, xlsx, eml, msg, zip; file size limit is 35Mb for all files):

Have you included?

Payslips and / or W-2, P45, P60 1099 forms (1099-DIV, 1099-INT, 1099-B, 1099-R, 1099-G, etc.) K-1 forms Completed FBAR or spreadsheet listing accounts Details of non-US investments, including ISAs Completed work day calendar

Please use this space to add on to any sections where you did not have enough room, or attach further pages if necessary.

You will only be required to complete this calendar if you worked any days in the US in 2020. If applicable, please complete using the key below:

Please confirm the number of days of annual leave in 2020:

	1	2	3	4	5	6	7	8	9	10	11	12	13	14	15	16	17	18	19	20	21	22	23	24	25	26	27	28	29	30	31
Jan 2020	1W	2T	3F	4S	5S	6M	7T	8W	9T	10F	11S	12S	13M	14T	15W	16T	17F	18S	19S	20M	21T	22W	23T	24F	25S	26S	27M	28T	29W	30T	31F
Feb 2020	1S	2S	3M	4T	5W	6T	7F	8S	9S	10M	11T	12W	13T	14F	15S	16S	17M	18T	19W	20T	21F	22S	23S	24M	25T	26W	27T	28F	29S
Mar 2020	1S	2M	3T	4W	5T	6F	7S	8S	9M	10T	11W	12T	13F	14S	15S	16M	17T	18W	19T	20F	21S	22S	23M	24T	25W	26T	27F	28S	29S	30M	31T
Apr 2020	1W	2T	3F	4S	5S	6M	7T	8W	9T	10F	11S	12S	13M	14T	15W	16T	17F	18S	19S	20M	21T	22W	23T	24F	25S	26S	27M	28T	29W	30T
May 2020	1F	2S	3S	4M	5T	6W	7T	8F	9S	10S	11M	12T	13W	14T	15F	16S	17S	18M	19T	20W	21T	22F	23S	24S	26M	27T	28W	28T	29F	30S	31S
Jun 2020	1M	2T	3W	4T	5F	6S	7S	8M	9T	10W	11T	12F	13S	14S	15M	16T	17W	18T	19F	20S	21S	22M	23T	24W	25T	26F	27S	28S	29M	30T
Jul 2020	1W	2T	3F	4S	5S	6M	7T	8W	9T	10F	11S	12S	13M	14T	15W	16T	17F	18S	19S	20M	21T	22W	23T	24F	25S	26S	27M	28T	29W	30T	31F
Aug 2020	1S	2S	3M	4T	5W	6T	7F	8S	9S	10M	11T	12W	13T	14F	15S	16S	17M	18T	19W	20T	21F	22S	23S	24M	25T	26W	27T	28F	29S	30S	31M
Sep 2020	1T	2W	3T	4F	5S	6S	7M	8T	9W	10T	11F	12S	13S	14M	15T	16W	17T	18F	19S	20S	21M	22T	23W	24T	25F	26S	27S	28M	29T	30W
Oct 2020	1T	2F	3S	4S	5M	6T	7W	8T	9F	10S	11S	12M	13T	14W	15T	16F	17S	18S	19M	20T	21W	22T	23F	24S	25S	26M	27T	28W	29T	30F	31S
Nov 2020	1S	2M	3T	4W	5T	6F	7S	8S	9M	10T	11W	12T	13F	14S	15S	16M	17T	18W	19T	20F	21S	22S	23M	24T	25W	26T	27F	28S	29S	30M
Dec 2020	1T	2W	3T	4F	5S	6S	7M	8T	9W	10T	11F	12S	13S	14M	15T	16W	17T	18F	19S	20S	21M	22T	23W	24T	25F	26S	27S	28M	29T	30W	31T
																											Totals

KEY: USUS business day (US) UKUK business day (UK) FOther foreign business day (F) NNon-business day (N)

By providing your email address below, a copy of your submission will be sent you.

We cannot proceed with the preparation of your tax return until we receive a signed copy of this questionnaire. By clicking “I Agree” below, you confirm that your electronic signature should be acknowledged as the legal equivalent of your manual signature and having read our terms and conditions, you consent to be bound by these. You are also agreeing that the information provided in the questionnaire is complete and correct to the best of your knowledge.

Printed name (required): Email (required): Date (required):

Please select the team containing your usual PJD Tax Representative. The teams are listed below.

Select your team (required): Please see teams listed below

I agree to the terms and conditions and above statement (required)

PRIVACY NOTICE

ARE YOU A POLITICALLY EXPOSED PERSON?

TERMS & CONDITIONS

Please note that this PDF copy can only be downloaded once.

Team JM

John McLaughlin – 0203 861 2951
john@pjdtax.co.uk

Urooj Sheikh – 0203 861 2940
urooj@pjdtax.co.uk

Olu Akingbadega – 0203 861 2940
olu@pjdtax.co.uk

Team AJ

Andrew Jones – 0203 8612 943
andrew@pjdtax.co.uk

Thomas Cheung – 0203 8612 956
thomas@pjdtax.co.uk

Brian Fernandes – 0203 8612 954
brian@pjdtax.co.uk

Daniela Diemuodeke – 0203 8612 954
Daniela@pjdtax.co.uk

Team MP

Michèle Pizzey – 0203 8612 942
michele@pjdtax.co.uk

Amy Kasemsuk – 0203 8612 952
amy@pjdtax.co.uk

Chanosan Sivaloganathan – 0203 8612 958
Chanosan@pjdtax.co.uk

Ankita Mathurvaishya – 0203 861 2940
ankita@pjdtax.co.uk

Team PD

Paul Devonshire – 0203 8612 941
paul@pjdtax.co.uk

Daniel Blythe – 0203 8612 957
Danblythe@pjdtax.co.uk

Bonnetta Brady – 0203 8612 945
bonnetta@pjdtax.co.uk

Anusa Sivayoganathan – 0203 8612 961
anusa@pjdtax.co.uk

Michelle Neckles-Simpson – 0203 861 2940
michelle@pjdtax.co.uk

Team WW

Warwick Wilson – 0203 8612 944
warwick@pjdtax.co.uk

Omar Hussain – 0203 8612 948
omar@pjdtax.co.uk

Anam Akhter – 0203 8612 962
anam@pjdtax.co.uk

Supporting documentation can be uploaded in Section 17

Go to:

Choose Section

Start