Interest Received Form

CHECKLIST-Interest-Received-2025

CHECKLIST-Interest-Received-2025

IMPORTANT FORM - ESTIMATED TIME TO COMPLETE: 5 MINUTES

PLEASE ALSO ENSURE YOU COMPLETE OUR GENERAL CHECKLIST EACH TAX YEAR

Our Checklists help speed up the tax return process and help with accuracy of tax returns, and therefore avoidable problems with HMRC.

YOUR DETAILS

e.g. A111 (if not sure just leave blank)
First name
Surname
For most submissions you will also get a copy of what you tell us, by email.

BACKGROUND

TAX YEAR

Tax years run from 6 April to 5 April (inclusive)
e.g. enter 2023-24 (for an older year), 2025-26 (for the next year not yet finished). If you are providing for a different tax year.

BANK OR BUILDING SOCIETY INTEREST

Bank or building society received. If you had any interest credited to savings or accounts outside the UK that will also need to go on your tax return, except in very special cases.
Was any interest credited to any of your UK bank or savings accounts in the tax year concerned?
If you answer yes 5 sections open below where you can enter up to 5 bank account detail for the tax year.
Do you have any ISAs (specific Tax Free Investment accounts)
As you selected no to interest-bearing accounts
What you of ISAs do you have?
The Annual ISA limit is shared between all ISA's held in a tax year.
Approx. what proportion of the Annual ISA allowance do you utilise?
Very approximately is fine if you are not sure, just say not sure

GOV.UK - ISA Guidance

Individual Savings Accounts (Tax Free Investments)

https://www.gov.uk/individual-savings-accounts

(Opens new tab)

How do you intend to provide T4 with your interest received information?
How many UK interest bearing accounts do you have (Not ISAs)?
Some boxes will appear below where you can enter the details, or you can email the details t4.office@t4tax.com. The boxes below show what you need to let us have for each interest-bearing account.
Do you have any OVERSEAS bank or savings accounts outside the UK?
How many OVERSEAS interest bearing accounts do you have (outside the UK)?
Please provide a brief explanation here about which country or countries overseas. We suggest you email full details to us at t4.office@t4tax.com. We will need bank details, the country and the amount credited in the OVERSEAS CURRENCY (applies even if the interest received has not been transferred to the UK).

UK BANK OR BUILDING SOCIETY - 1ST ACCOUNT

Tax year run from 6 April to 5 April (inclusive)
e.g. Lloyds, HSBC etc.
e.g. 11-11-11
usually 8 digits long
£
Enter as 0.00 (If a joint account enter ALL the interest we will split it)
Account is in My sole name or joint names
Who is it jointly held with?
e.g. your name or joint name details
%
50% for Married spouses
£
Married spouses HMRC require joint account interest is split 50:50, i.e. 50%
%
Enter % without the % sign e.g 50 for 50%
£
Result (non spouse or minor child(
%
50% for Married spouses
£
Result sole name or minor child accounts
Enter a 2nd Account?

UK BANK OR BUILDING SOCIETY - 2ND ACCOUNT

Tax year run from 6 April to 5 April (inclusive)
e.g. Lloyds, HSBC etc.
e.g. 11-11-11
usually 8 digits long
£
Enter as 0.00 (If a joint account enter ALL the interest we will split it)
Account is in My sole name or joint names
Who is it jointly held with?
e.g. your name or joint name details
%
50% for Married spouses
£
Married spouses HMRC require joint account interest is split 50:50, i.e. 50%
%
Enter % without the % sign e.g 50 for 50%
£
Result (non spouse or minor child(
%
50% for Married spouses
£
Result sole name or minor child accounts
Enter a 3rd Account?

UK BANK OR BUILDING SOCIETY - 3RD ACCOUNT

Tax year run from 6 April to 5 April (inclusive)
e.g. Lloyds, HSBC etc.
e.g. 11-11-11
usually 8 digits long
£
Enter as 0.00 (If a joint account enter ALL the interest we will split it)
Account is in My sole name or joint names
Who is it jointly held with?
e.g. your name or joint name details
%
50% for Married spouses
£
Married spouses HMRC require joint account interest is split 50:50, i.e. 50%
%
Enter % without the % sign e.g 50 for 50%
£
Result (non spouse or minor child(
%
50% for Married spouses
£
Result sole name or minor child accounts
Enter a 4th Account?

UK BANK OR BUILDING SOCIETY - 4TH ACCOUNT

Tax year run from 6 April to 5 April (inclusive)
e.g. Lloyds, HSBC etc.
e.g. 11-11-11
usually 8 digits long
£
Enter as 0.00 (If a joint account enter ALL the interest we will split it)
Account is in My sole name or joint names
Who is it jointly held with?
e.g. your name or joint name details
%
50% for Married spouses
£
Married spouses HMRC require joint account interest is split 50:50, i.e. 50%
%
Enter % without the % sign e.g 50 for 50%
£
Result (non spouse or minor child(
%
50% for Married spouses
£
Result sole name or minor child accounts
Enter a 5th Account?

UK BANK OR BUILDING SOCIETY - 5TH ACCOUNT

Tax year run from 6 April to 5 April (inclusive)
e.g. Lloyds, HSBC etc.
e.g. 11-11-11
usually 8 digits long
£
Enter as 0.00 (If a joint account enter ALL the interest we will split it)
Account is in My sole name or joint names
Who is it jointly held with?
e.g. your name or joint name details
%
50% for Married spouses
£
Married spouses HMRC require joint account interest is split 50:50, i.e. 50%
%
Enter % without the % sign e.g 50 for 50%
£
Result (non spouse or minor child(
%
50% for Married spouses
£
Result sole name or minor child accounts
Enter a 6th Account?

UK BANK OR BUILDING SOCIETY - 6TH ACCOUNT

Tax year run from 6 April to 5 April (inclusive)
e.g. Lloyds, HSBC etc.
e.g. 11-11-11
usually 8 digits long
£
Enter as 0.00 (If a joint account enter ALL the interest we will split it)
Account is in My sole name or joint names
Who is it jointly held with?
e.g. your name or joint name details
%
50% for Married spouses
£
Married spouses HMRC require joint account interest is split 50:50, i.e. 50%
%
Enter % without the % sign e.g 50 for 50%
£
Result (non spouse or minor child(
%
50% for Married spouses
£
Result sole name or minor child accounts
Enter a 7th Account?

UK BANK OR BUILDING SOCIETY - 7TH ACCOUNT

Tax year run from 6 April to 5 April (inclusive)
e.g. Lloyds, HSBC etc.
e.g. 11-11-11
usually 8 digits long
£
Enter as 0.00 (If a joint account enter ALL the interest we will split it)
Account is in My sole name or joint names
Who is it jointly held with?
e.g. your name or joint name details
%
50% for Married spouses
£
Married spouses HMRC require joint account interest is split 50:50, i.e. 50%
%
Enter % without the % sign e.g 50 for 50%
£
Result (non spouse or minor child(
%
50% for Married spouses
£
Result sole name or minor child accounts
Enter a 8th Account?

UK BANK OR BUILDING SOCIETY - 8TH ACCOUNT

Tax year run from 6 April to 5 April (inclusive)
e.g. Lloyds, HSBC etc.
e.g. 11-11-11
usually 8 digits long
£
Enter as 0.00 (If a joint account enter ALL the interest we will split it)
Account is in My sole name or joint names
Who is it jointly held with?
e.g. your name or joint name details
%
50% for Married spouses
£
Married spouses HMRC require joint account interest is split 50:50, i.e. 50%
%
Enter % without the % sign e.g 50 for 50%
£
Result (non spouse or minor child(
%
50% for Married spouses
£
Result sole name or minor child accounts
More than 8 interest bearing accounts?

MORE THAN 8 INTEREST BEARING ACCOUNTS

TOTAL UK INTEREST ENTERED

(Up to 1st 8 UK accounts)

(Up to 1st 8 UK accounts)

ANY OTHER INFORMATION (Optional)

UPLOADS (optional)

In this section you can upload documents to help us with your tax return preparation or alternatively you can share these with us via email to t4.office@t4tax.com or via WhatsApp.

Maximum file size: 8MB

Types, jpg, jpeg, PNG or PDF only. Max file size per file 8MB, max number of files you can add is 10.

FEEDBACK

1 star = very difficult to 5 stars = easy

AGREEMENT & SIGN

We need your agreement to the following:
We need your agreement to the following:
We need your agreement to the following:
PLEASE ALLOW 30 SECONDS for the form to submit. MAKE SURE ALL RED * Questions ARE ANSWERED. Your will get submission confirmation or by redirected to anything not completed.

Thank You

Our checklists are useful tools for ensuring up to date accurate information