Please find below a link our annual tax questionnaire to help us complete your personal tax return for the 2023-24 tax year:

Click link here: MDJ TAX RETURN QUESTIONNAIRE 2024

Once you have opened the questionnaire it can be saved on your computer as a PDF and completed in the boxes provided. Note you can partly complete the form, save it and return to complete it later.

Please return the questionnaire to tony.ripley@mdjservices.co.uk or post@mdjservices.co.uk.

I appreciate that some of this information may have been provided previously but it is obviously important that the return is correctly completed. In order to maximise tax planning opportunities and minimise your tax liability please reply as soon as possible.

Some of the information may take a little while to obtain (e.g. details of interest received) so you should start to gather the information together now.  There are penalties for the late submission of returns, even with nil returns, so it is important that you send us your income details in good time. If you have any difficulties in obtaining the information, please do not delay returning your questionnaire.  Simply tell us what you have not been able to find – we may be able to help!

If you have already provided us with your accounts/tax return information for this year, you may feel you do not need to complete the questionnaire, but please do read through it to ensure nothing has been missed that we potentially may need for your tax affairs.

We would greatly appreciate if you could return the completed questionnaire and/or your annual accounting and tax records by 31 October 2024 at the latest. Due to increased tax return pressure around December and January of each year, any records received after the above date cannot be guaranteed to be completed in a timely manner for the tax return submission deadline.