Income & Expenditure

For a complete understanding of your current financial situation, please complete our online Income and Expenditure Web Form. Submitting the form will send your details to our team of Credit Management experts, who will contact you as soon as possible, with a plan that’s tailored to your circumstances.

If you would prefer, we also provide a downloadable Income and Expenditure Form PDF , or you can speak to one of our advisors on one of the following numbers:

For HMRC Accounts call 0114 231 7509
For Companies House accounts call 0114 212 8531
For all other enquiries call 0114 212 8644

Income and Expenditure Form:

Note: All fields marked with a * are mandatory.

About You

Let's start by taking some important information about you and your household.

Your Full Name: *

Reference: (if you have one of our reference numbers, add it here)

Your Email address: *

Your Phone number: *

Are you happy for us to call you on this number?: *

YesNo

Your Full address: *

Your Date of birth:

Day: *
Month: *
Year: *

No. of People in your Household: *

No. of Dependant Children Under 14: *

No. of Dependant Children 14+: *

No. of Vehicles in Household: *

Property Status: *

Employment Status: * (are you employed?)

Personal or Household Calculation?

You can use this form to calculate either your personal circumstances, or the circumstances of your household.

If you are calculating for your Household, ensure you provide Income and Expenditure for your Household.

If you only wish to calculate your Personal circumstances, then ONLY provide us with your personal income, and your share of the household expenditure.

Weekly or Monthly?

* Please tell us whether you are providing us with weekly or monthly, income and expenditure figures. (If you choose weekly, ensure ALL of your Income and Expenditure is calculated and entered as weekly amounts)

Use these calculations for converting between Weekly and Monthly:

To calculate from weekly to monthly payments:
Weekly Payment x 52 = Yearly Payment
Yearly Payment / 12 = Monthly payment

To calculate from monthly to weekly payments:
Monthly Payment x 12 = Yearly Payment
Yearly Payment / 52 = Weekly Payment

Income

This is where you need to record all of your financial incomings (money earned or received) in the table below.

If you are calculating this for just yourself, then complete the column headed "You (mandatory)".

If you are calculating for your household, you can add financial incomings of your partner in the column headed "Partner (optional)".

REMEMBER: Calculate income as either weekly or monthly.

All income and expenditure must be entered in Great British Pounds (£GBP).

Income Source	You (Mandatory)	Partner (Optional)
Salary (after tax) *	Salary (after tax) (You):	Salary (after tax) (Partner):
Income Support *	Income Support (You):	Income Support (Partner):
Child Benefit *	Child Benefit (You):	Child Benefit (Partner):
Job Seekers Allowance *	Job Seekers Allowance (You):	Job Seekers Allowance (Partner):
Pension *	Pension (You):	Pension (Partner):
Child or Working Tax Credit *	Child or Working Tax Credit (You):	Child or Working Tax Credit (Partner):
Universal Credit *	Universal Credit (You):	Universal Credit (Partner):
Other Income *	Other Income (You):	Other Income (Partner):

Total Household Income: £0

Expenditure

This is where you need to record all of your financial outgoings (money you spend) in the table below.

REMEMBER to calculate your expenditure as weekly or monthly, and to continue entering figures that are personal, or household totals.

In the first column enter your personal or household expenditure amounts.

If you are behind on payments to any of these expenditures, enter the amount you are behind, in the second column.

Expenditure Type	Amount	Arrears
Mortgage/Rent *	Mortgage/Rent (Amount):	Mortgage/Rent (Arrears):
Maintenance/Child Care *	Maintenance/Child Care (Amount):	Maintenance/Child Care (Arrears):
Utilities (Gas, Electricity, Water) *	Utilities (Gas, Electricity, Water) (Amount):	Utilities (Gas, Electricity, Water) (Arrears):
Council Tax *	Council Tax (Amount):	Council Tax (Arrears):
Secured Loans *	Secured Loans (Amount):	Secured Loans (Arrears):
Unsecured Loans *	Unsecured Loans (Amount):	Unsecured Loans (Arrears):
Credit/Store Cards *	Credit/Store Cards (Amount):	Credit/Store Cards (Arrears):
Court Fines *	Court Fines (Amount):	Court Fines (Arrears):
Insurance (Home, Car, Other) *	Insurance (Home, Car, Other) (Amount):	Insurance (Home, Car, Other) (Arrears):
TV Licence *	TV Licence (Amount):	TV Licence (Arrears):
Mobile Phone *	Mobile Phone:
Home Phone *	Home Phone:
Food *	Food:
Public Transport/Fuel *	Public Transport/Fuel:
Clothing/Footwear *	Clothing/Footwear:
Catalogue Debts *	Catalogue Debts:

Total Expenditure: £0

Disposable Income

Your disposable income is the difference between how much you earn (your total income) minus how much you spend (your total expenditure).

Your Disposable Income is: £0

Proposed Payment Terms

Now that you have calculated how much disposable income you receive, please use the section below to propose a payment amount, the payment frequency (weekly, fortnightly or monthly) and a payment start date.

Offer of Payment: *

Frequency of Payment: *

WeeklyFortnightlyMonthly

Date of First Payment:

Day: *
Month: *
Year: *

Method of Payment: *

Standing OrderDebit/Credit CardChequeDirect DebitPaying in SlipsBank TransferOther

Other Comments: * If you have any other comments or any additional relevant information relating to your form submission, please provide details below.

* I have read and agreed to the privacy notice and terms and conditions.

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