Tax Return information checklist

To provide you with the best service and advise you of impending tax liabilities as far in advance as possible, all necessary information should be passed to us by 30 September at the latest.

To help gather together the required information to prepare your self assessment tax return and keep our records up to date too there follows examples of the type of information we may need from you:

DESCRIPTION DETAILS REQUIRED
Employment Income Gross Pay and Tax Certificates (P60 or P45)
Benefit and Expenses Details (P11D)
Details of any Deductible Expenses

Self Employment or income from Limited Company
Accounts information for the accounting year/period ending during the Tax Year

Income from Pensions State Pension- Frequency and Amount
Other Pensions- Gross Pay and Tax Certificate (P60)

Property Income Details of any rental income receivable during the year and any expenses incurred including loan/mortgage interest

National Savings Annual interest details- please check pass books or statements are up to date

Interest from Banks/Building Societies Tax year certificates or up to date pass books/statements

Other Interest Received Full details including any tax certificates

Dividends Details of the net dividend received and the tax credit
Please provide all dividend Tax Vouchers if possible

Stock Dividends / Unit Trusts All Tax Vouchers / Summaries

Foreign Investment Income All Tax Vouchers / Summaries

Income from Trusts and Estates Trust or Estate Income and Tax Forms
( R185 and/or R185E)

Other Income Commissions, casual earnings

Mortgages or Other Loans Interest Certificates for any relevant loans

Pension Contributions Details of any changes, new or ceased policies including
any available certificates

Gift Aid Details of any changes, new or ceased arrangements
Capital Gains Disposals Details of any sales of shares, land, property etc
Please include details of original purchase date and cost if possible.

Capital Gains Acquisitions If you have purchased any new shares/securities, land or buildings then please provide us with details of the cost and date of acquisition for future reference

Gifts Details of any gifts made during the year

Anything Else? If you are unsure if something is of relevance to the completion of your tax return please talk to us