ADVICE ON COMPLETING A TAX RETURN
I have a lot of experience with accountancy and tax affairs and can handle all aspects of your tax return on your behalf. There is no charge for a first consultation, this allows us to get to know each other a little and lets you explore how I can help with absolutely no obligation.
Key Dates for Completing and Sending Back Your Tax Return
31 October 2009
If you were sent a paper Tax Return it must be returned by 31 October 2009 this is the deadline for sending back your completed 2008-09 Tax Return "on paper" After this date your only option is to submit on-line or use an accountant who submits on-line on your behalf
31 January 2010
If you were sent a letter informing you of the need to complete a Tax Return, this is the deadline for sending back your completed 2008-09 Tax Return <more on key dates>
If you've got a problem completing your own tax return
If you need help you can ring the HMRC Self Assessment Helpline on Tel 0845 900 0444. It's open from 8.00 am to 8.00 pm every day, except Christmas Day, Boxing Day and New Year's Day.
If you would like me to act on your behalf and complete your tax return(s) I will need:-
Employment:-
payslips
details of expenses and benefits
P45 (if you've changed jobs)
P60 (summary of your payslips)
P11D ('benefits in kind')
Self-employment:-
records of income and expenditure if your annual turnover was below £15,000
full business accounts if your turnover was £15,000 or above
Land and property:-
records of any rent you've received
details of expenses like mortgage interest or repairs
Capital gains:-
details of assets, shares and other investments you've disposed of
details of assets, shares and other investments you've sold
Other Income:-
share schemes
individual partnership
foreign income
non-residence
trust income
You'll need paperwork for the relevant tax year as follows:
receipts
payment slips
UK savings and investments
bank and building society statements
interest certificates
taxable National Savings certificates
dividend vouchers or statements
profits from displosal of property or other assets
UK pensions, annuities and benefits
pensions and benefits statements on form P60
life insurance gains and AVC refunds
other taxable income
disability or other tax relief
allowances and student loan repayments
If you want to claim relief for retirement annuity and pension contributions and for costs like some maintenance payments or gifts to charity, you'll need records showing details of these payments.
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