SEARCH, INDEX, UPDATES, CONTENTS, SERVICES, TAX COMPLIANCE, SELF ASSESSMENT, TAX RETURN CHECKLIST
We suggest that you print this checklist to help you gather the information that is needed to complete your Tax Return.
If you plan to send it to us, it is not necessary for you to write down all the details requested. We prefer you to let us see items such as your P60 from which we can extract the information we need.
Please mark any sections that do not apply to you as "N/A".
Where there are any changes from the last year, such as a new source of income, or an account has been closed, please indicate the date of this event.
Please attach a separate schedule where there is insufficient space.
STANDARD INFORMATION REQUEST SCHEDULE
2008 Tax Return (6 April 2007 to 5 April 2008)
Full name .........................................................................................................................................................
Address............................................................................................................................................................
National Insurance Number ....../....../....../....../...... Date of Birth ....../....../...... Date of Marriage ....../....../......
Spouse's or Civil Partners' full names..................................................................................................................
Spouse's (or CP's) National Insurance Number ....../....../....../....../...... Date of Birth ....../....../......
INCOME -
Self employed business name, address, and income details.
Employers name, address, and income details (please let us see your P60 and / or last payslip of year to 5 April 2008, together with any forms P45 that you have received).
Benefits in kind from employment (ask your employer for a copy of form P11D - you should receive one from your employer by 6 July 2008).
Rents (each property should be identified separately and expenses supported by bills, include details of all interest on borrowing funding the property).
Interest (each bank or building society account
should be identified separately).
Please show clearly the Gross Interest, Tax Deducted and Net Interest.
We prefer to see your statements, passbooks, or annual certificates.
UK and other dividends / debenture interest / unit
trusts etc. (each holding should be identified separately).
We prefer to see all the interest certificates including (on closed accounts), counterfoils etc.
State and other retirement pensions
We prefer you to let us see your State Pension advice details which would
have been sent to you before the start of the year and forms P60 for
other pensions.
CAPITAL DISPOSALS -
Please provide us with details of all disposals during the year ended 5 April
2008 and acquisitions up to
5 May 2008 because of the bed and
breakfast matching rules. The date of disposal is
the date of contract, not the date of completion or payment.
We prefer to see your brokers purchase and sale contract notes or solicitors completion statements for both purchase and sale.
CONVERSIONS FROM
MUTUALS TO QUOTED COMPANIES -
Please provide us with details of any amounts you have received during the
year ended 5 April 2008, either as a cash payment or as shares.
CHARGEABLE EVENTS -
An example of a chargeable event is when a life policy is surrendered.
The Life Assurance Company will normally issue a certificate giving the
relevant details which have to be reported even if no tax liability arises.
Please provide us with the certificate.
BORROWINGS
QUALIFYING FOR TAX RELIEF -
Please provide details of all interest payments during the year ended 5 April
2008.
We prefer to see any statements you have received from your
lender.
PENSION
CONTRIBUTIONS -
Please provide details of all Retirement Annuity, Personal Pension and
Stakeholder contributions.
If you have any certificates SEPC or PPCC issued with the
policy or when premiums are paid please let us see them.
Alternatively we would like to see the policy documents in order to
extract the relevant details.
GIFTS -
Gifts do not have to be reported on your Tax Return, but it would be helpful to
have the details on our files of any gifts you have made of more than £250 per
person.
PRE-OWNED ASSETS
If you have made gifts which in any way have funded assets or property that
you now enjoy or occupy, an income tax charge can arise. Please let us have
details.
ANY ITEMS NOT
INCLUDED ELSEWHERE -
Please bring any matters which you consider might be relevant to your Return
to our attention.
Reminder - disclaimer applies. Please feedback your comments. This page was last modified 4 April 2008.