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 January 2008 If you were sent a Tax Return by 31 October 2007 this is the deadline for sending back your completed 2006-07 Tax Return <more on key dates> 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. |