P60 certificate of pay & tax
P45 leaver’s certificate of pay & tax
P11D benefits and expenses
Records of benefits from third parties
Receipts for allowable expenses
Records to support claims to restrict assessable benefits, e.g. mileage records
Copy of notices of coding
Lump sum receipt details
Details of state benefits received e.g. Annual notice of increase from Benefits Agency or copy bank statements etc.
Interest Certificates from banks and building societies or copy statements/passbooks
Interest Statements from National Savings
First Option Bond Receipts
Dividend/Interest vouchers from companies and Unit Trusts
Details/receipts for each property of:
Expenses incurred including repairs, decorating, rates, agent’s fees etc.
Interest paid on loans for purchase etc.
Capital Expenditure on improvements etc.
For Furnished Holiday Lets number of days available and days actually let.
Income from Abroad
Receipts/vouchers from income and details of any foreign tax deducted/paid
Income from Settlements and Estates
Certificates of tax deducted (Forms R185 etc.)
If no R185, details of income and vouchers/receipts etc.
Records or receipts for:
Bond withdrawals/Chargeable Event Certificate
Contract notes for purchases and sales
Documentation for other capital receipts e.g. vouchers, contract, completion statement, correspondence etc.
Claims for Allowances and Reliefs
Pension contributions: amount, paid gross or net of tax? Insurance company, policy number
Certificate of Interest paid eg on loan for acquiring shares in a close trading company in which you are engaged full time
Venture Capital Trust Certificates
Enterprise Investment Scheme Certificates
Details of payments under Covenants
Gift Aid payments
Trade Union/Friendly Society Contribution slips
Receipts for tax paid
If in doubt, please contact Lesley or your CM contact.