Here is a list to print out of things to collect to bring in when you are ready for us to do your tax return. We need details of income from all sources and details of any allowable expenses not claimed in your business accounts.
Income |
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| Source of Income | Applies | Documents / Details Required | Info Enclosed |
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Tick as appropriate |
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Tick as appropriate |
| Savings Interest |
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| Bank | Certificate of interest & tax deducted OR where certificate not issued - pass book (updated to show interest added to 5 April. ) | ||
| Building Society | |||
| National Savings | |||
| Other | |||
| Dividends | Dividend vouchers showing 10% tax credit (Where dividends reinvested (DRIPS) - voucher showing number of shares acquired from dividend.) | ||
| State Pension | Form from front of pension book OR letter stating weekly amount received. | ||
| Other Pension | P60 showing gross amount payable and tax deducted. | ||
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P45/P60/Letter showing taxable amount received | |
| Taxable State Benefits | Tick all that apply |
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| Widowed Mother's Allowance | Widowed Mother's Allowance | ||
| Widowed Parent's Allowance | Widowed Parent's Allowance | ||
| Industrial Death Benefit Pension | Industrial Death Benefit Pension | ||
| Jobseeker's Allowance | Jobseeker's Allowance | ||
| Invalid Care Allowance | Invalid Care Allowance | ||
| Incapacity Benefit | Incapacity Benefit | ||
| Insurance Policy Gains | Chargeable event certificate | ||
| Employment Income | Employment ended at/before 5 April - P45 | ||
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Employment continued to/beyond 5 April - P60 | |
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Employment benefits received - P11D | |
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For year to 5 April - |
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| Letting Income | Details of rents receivable, expenses incurred | ||
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Certificate of loan/mortgage interest paid | |
| Foreign Income | Voucher(s) showing country where income paid and witholding/foreign tax deducted | ||
| Capital Asset Disposal | Disposal - date, proceeds, expenses. | ||
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Purchase - date, cost, expenses. | |
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Details of additional expenditure during ownership (Contract notes, completion statements etc.) | |
| Any other income in year | Full details | ||
Reliefs and Allowances |
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| RELIEFS |
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Documents / Details Required |
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| Retirement Annuity Contributions | Gross payments made in year to 5 April (including one off payments) | ||
| Personal Pension Contributions | Gross payments made in year to 5 April (including one off payments) | ||
| Charitable Donations |
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| Covenants | Gross payments made in year to 5 April (including one off payments) | ||
| Under Gift Aid |
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| Qualifying Loan Interest | Certificate of loan interest paid in year to 5 April
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| ALLOWANCES |
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Conditions for Eligibility and Information Required |
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| Married Couples Allowance |
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One of couple must have been born before 6 April 1935 |
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Date of birth of oldest member of couple
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| Professional Fees and subscriptions
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Payments made to recognised professional bodies in the tax year | ||
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