| Employments
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
Pensions
P60/receipts Lump sum receipt details Details of state benefits received e.g. Annual notice of increase or copy bank statements. Please state if you or your partner are claiming Child Benefit.
Savings Income
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 |
Rental Income
Details/receipts for each property of: Rent receivable Bad debts 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.
Other Income Records or receipts for: Mortgage cashback Bond withdrawals/Chargeable Event Certificate
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Capital Gains
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. |