Category:
Federal tax return:
State tax return:
Simple – from
£520 + VAT
£255 + VAT
Intermediate – from
£780 + VAT
£335 + VAT
Standard – from
£1,040 + VAT
£415 + VAT
Complex – from
£1,795 + VAT
£715 + VAT
PJD Tax are now authorized IRS E-filers. All tax returns will be filed online where possible and all copies of tax returns will be sent electronically via email or our secure portal unless specifically requested otherwise. If you would prefer not to utilise either of these two options, let us know when returning your questionnaire.
If you miss the e-file deadline, we will need to complete a paper submission which will incur a surcharge of £50+VAT. Our default postal service provider is 1st Class Royal Mail. However, if you would like us to upgrade this service to Tracked & Signed or a different courier service provider, then the additional cost will be added to the e-file surcharge.
1
Did you receive any salary income from the US during the year? Yes No
If yes, attach a statement describing the payor, amount earned, related expenses, nature of
employment. Provide a Form W-2.
2
Did you receive any business income from the US during the year? Yes No
If yes, attach a statement describing the nature of the business, the income and expenses for the
year, assets purchased and information about US office premises and US agents.
3
Did you receive any rental income from US real estate? Yes No
If yes, provide details in Section 6.
4
Did you sell any US real estate during the year? Yes No
If yes, provide full details of acquisition and sale.
5
Did you receive any income from US Partnerships, Estates & Trusts or S-Corporations? Yes No
Provide copies of forms K-1 for each partnership.
6
Did you realise any capital gains or losses from disposal of any assets during the tax year? Yes No
This includes shares and securities, traded options and also currency transactions including offshore
currency loans. If yes, provide the cost of the initial purchase, the date of purchase, sale
proceeds, and date of sale.
7
Did you receive any other income from US sources? Yes No
If yes, provide details, including payor and amount:
8
Did your spouse (if applicable) receive any US income? Yes No
9
Will your spouse (if applicable) be filing a US income tax return? Yes No
Other:
Attach a list of your non-US income for the year. You should note that if your worldwide income
for the year exceeded US $100,000, it is necessary to provide very specific details of your income.
10
Did your income exceed US $100,000? Yes No
Provide details and amounts of any taxes withheld or paid in the US during the year. Also provide details
of charitable contributions, casualty or theft losses in the US and any business expenses.
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.
By signing this you confirm that you have read the above disclosures and authorise PJD Tax Consultants Ltd to use SmartSearch.
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Select the team containing your usual PJD Tax Representative. The teams are listed below.
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