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robinson+co's Tax Questionnaires

robinson+co’s annual Tax Questionnaires have now been sent out to all our personal tax clients. They follow the same format as last year, a shorter, but nonetheless comprehensive, format which seemed to go down well with our clients


“We have the usual request, though,” says Brett Bennett, robinson+co’s Tax Manager: “the sooner we receive the completed questionnaire and associated paperwork, then the sooner we can advise you of any outstanding tax liability or claim repayment of any tax overpaid. January 2017, the deadline of the submission of the tax return, may seem a long way in the future but none of us want to be in a position of a last minute rush with your tax being calculated on the day it is due.”


Brett also comments that the Tax Team has noticed a couple of points of confusion and will be most grateful if you will ensure that you answer the questions accurately where they apply to you. “H M Revenue & Customs are picking up on these points and so it is very important that your tax return is accurate and complete in the first instance.” These issues are:

- Child Benefit claw back for where one person in the household earns over £50,000 per year. Please ensure that you let us know (a) whether you or your partner receive Child Benefit; (b) how much you received each 4 weeks in the year ended 5 April 2016; and (c) for how many children you were receiving Child Benefit at 5 April 2016.

- Student Loan Repayments. More and more of our clients are now affected by this and, again, it is important that you let us know if you have a Student Loan and the date on which you started studying. This date will affect when you start making repayments and at what level of income. In particular we need to know if your course started before or after 1 September 2012.

- Lastly, many people are still receiving repayments of “PPI.” As well as repayment of the contributions wrongly paid, you will also receive a payment for interest. The calculation of this is complicated and it is important that you retain all paperwork so that the interest element can be correctly included on your tax return.


“Please help us to help you by letting us have any information as soon as possible!” finishes Brett.

As ever you can contact him – or your normal tax adviser – on 01900 603623 with any queries.

News Archive

It's good to know that robinson+co fully understand the issues facing our industry.

Tyson H Burridge, Tyson H Burridge Ltd

After over two decades of outstanding service to my company, robinson+co continue to evolve as my own business has.

Mike Graham, G&M Supplies Ltd

When I became self employed, getting reliable personal and professional financial advice and accountancy help was so important. I have been fortunate to have had such good service from robinson+co over the last five years.

Alison Harker, Wigton

We would like to thank robinson+co for their outstanding service they provide us in dealing with our PAYE and CIS.We find that they are very professional and understanding to our needs.

Carole & Brian Atkinson, B&C Atkinson Ltd

We can't thank Christine Smith enough for all her patience and help in keeping us straight with our payroll etc., and not to forget Tracey Kennett for all our Sage help.

Modern Homes, Workington

robinson+co have acted as accountants for both me and my Limited Company for a number of years, and are without doubt the most reliable, professional and cost effective firm I have ever used.

Paul Blamire - Everhaven Data Solutions Limited

robinson+co is registered to carry on audit work in the UK and Ireland and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales.

robinson+co is a trading name of robinson+co (Gosforth) Limited registered in England & Wales 08088245. Registered office Oxford Chambers, New Oxford Street, Workington CA14 2LR. Regulated by the Institute of Chartered Accountants in England & Wales for a range of investment business activities.
robinson+co Financial Services Limited is registered in England & Wales 07272147. Registered office Oxford Chambers, New Oxford Street, Workington CA14 2LR. Authorised and regulated by the Financial Conduct Authority firm number 597189.

Professional indemnity insurance

The firm's professional indemnity insurance policy is provided by Liberty who may be contacted via Bluefin Professions at Castlemead, Lower Castle Street, Bristol BS1 3AG. The policy applies to claims wherever made outside the United States or Canada, based on acts, errors or omissions occurring anywhere in the world.

robinson+co Financial Services Limited's policy is provided by Collegiate Management Services Limited and can also be contacted via Bluefin Professions.

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