Tax Return Checklist

Total
subtotal+99
Tax Return Checklist
The information you supply in the following pages will be used to prepare your UK Tax Return. The ultimate responsibility for ensuring that all income and capital gains are reported within any tax return is your own. The Taxman UK cannot be held responsible for penalties arising because of incorrect information provided by you or in an untimely fashion.

Please include documentation (electronic copies are acceptable) to support the details you include in the following pages. In the event of a HMRC enquiry into your return, we must be able to produce paperwork to support the entries made, so accurate information is vital.

PERSONAL DETAILS
Title
Marital Status
Gender
Full Name

First NameMiddle NameLast Name
Telephone Number:
Date of Birth:

DayMonthYear
Email
example@example.com
Unique Taxpayer Reference No. (10 digits):
National Insurance Number (if applicable):
HMRC strictly imposes Money Laundering Regulations (MLRs) and require businesses such as ours to have policies and procedures in place to help them recognise and report suspicious activity. Before we can file a UK Tax Return on your behalf, we will need the following details together with documentary proof (scanned copies are adequate) to hold on file.
Passport Copy:

Please provide a pdf/scanned copy of the picture & passport details pages only.
Cancelof
Residential Address:

A pdf/scanned copy of a utility bill or bank testament showing your name and current residential address. This must be dated within the last 6 months.
Cancelof
Please tick the box to confirm you have enclosed it.

	Answer
How many days have you spent in the UK?
How many of the days spent in the UK were attributable to exceptional circumstances?
How many of the days spent in the UK were for carrying out COVID-19 related work?
How many days did you work for more than 3 hours in the UK?
How many days did you work for more than 3 hours overseas?

	Value per P11D
Company cars
Fuel for company cars
Private medical or dental insurance
Vouchers, credit cards and excess mileage allowance
Goods & other assets provided by your employer
Accommodation provided by your employer
Other benefits (including low interest and interest free loans)
Expense’s payments

	Value per P11D
Company cars
Fuel for company cars
Private medical or dental insurance
Vouchers, credit cards and excess mileage allowance
Goods & other assets provided by your employer
Accommodation provided by your employer
Other benefits (including low interest and interest free loans)
Expense’s payments

	Value per P11D
Company cars
Fuel for company cars
Private medical or dental insurance
Vouchers, credit cards and excess mileage allowance
Goods & other assets provided by your employer
Accommodation provided by your employer
Other benefits (including low interest and interest free loans)
Expense’s payments

	Value per P11D
Company cars
Fuel for company cars
Private medical or dental insurance
Vouchers, credit cards and excess mileage allowance
Goods & other assets provided by your employer
Accommodation provided by your employer
Other benefits (including low interest and interest free loans)
Expense’s payments

	Amount
Cost of goods for re-sale or goods used
Car, van and travel expenses
Wages, salaries and other staff costs
Rent, power, insurance and other property costs
Repairs and maintenance of property and equipment
Accountancy, legal and other professional fees
Interest and bank and credit card etc. financial charge
Telephone, fax, stationery and other office costs

	Amount
Goods taken for your own personal use:
Self-Employment Income Support Scheme (SEISS) grant:
Any other income not included elsewhere:
Losses brought forward from earlier years:

	Amount
Cost of goods for re-sale or goods used
Car, van and travel expenses
Wages, salaries and other staff costs
Rent, power, insurance and other property costs
Repairs and maintenance of property and equipment
Accountancy, legal and other professional fees
Interest and bank and credit card etc. financial charge
Telephone, fax, stationery and other office costs

	Amount
Goods taken for your own personal use:
Self-Employment Income Support Scheme (SEISS) grant:
Any other income not included elsewhere:
Losses brought forward from earlier years:

	Amount
Cost of goods for re-sale or goods used
Car, van and travel expenses
Wages, salaries and other staff costs
Rent, power, insurance and other property costs
Repairs and maintenance of property and equipment
Accountancy, legal and other professional fees
Interest and bank and credit card etc. financial charge
Telephone, fax, stationery and other office costs

	Amount
Goods taken for your own personal use:
Self-Employment Income Support Scheme (SEISS) grant:
Any other income not included elsewhere:
Losses brought forward from earlier years:

	Amount
Cost of goods for re-sale or goods used
Car, van and travel expenses
Wages, salaries and other staff costs
Rent, power, insurance and other property costs
Repairs and maintenance of property and equipment
Accountancy, legal and other professional fees
Interest and bank and credit card etc. financial charge
Telephone, fax, stationery and other office costs

	Amount
Goods taken for your own personal use:
Self-Employment Income Support Scheme (SEISS) grant:
Any other income not included elsewhere:
Losses brought forward from earlier years:

PENSION INCOME & BENEFITS
Did you receive any types of pension income or benefits in 2020/21?

YesNo
Please tell us which of the following types of pension income or benefits you received in 2020/21 and the amounts:

Private Pensions (please include P60 or pension statement).
If you have more than one, please list each individually above:
Any other information you feel relevant should be added below:

	Amount
Taxable State Pension
Taxable Incapacity Benefit and Contributions based Employment & support allowance
Jobseeker’s allowance
Unauthorized pension payments
Lump sum pension payments from abroad

UK SAVINGS & INVESTMENTS
Did you have any income from UK Savings or Investments (including untaxed foreign interest up to £2000 and/or foreign dividends up to £300 after tax)?

YesNo
Please list each source separately, the total income received, and any tax deducted below:
Dividend Distributions from Shares & UK Unit Trusts/OEICs.
Any other information you feel relevant should be added below:

OTHER INCOME
Have you received any other income in the 2020/21 tax year?

YesNo
Please tell us about any other income you received in the 2020-21 tax year. Tick all the boxes below which apply and provide details of amounts received.

Any other information you feel relevant should be added below:

UK PROPERTY
Did you receive any income from land and property in the UK or furnished holiday lettings within the European Economic Area during the year ending 5 April 2021?

YesNo
Please enter details of your income from land and property in the UK and furnished holiday lettings within the European Economic Area during the year ending 5 April 2021. Do not include income from overseas property that does not qualify as furnished holiday lettings and that is not within the EEA - this goes in the 'Foreign' section.'

First, please indicate the types of property income you receive and then complete each relevant section that follows:
Rent from letting rooms in your own home for which you can claim “Rent A Room” relief. If this income is less than £7,500 you do not need to declare it.
Otherwise, please enter the figure of the total rents received aside.
Is this your first year for UK Property Income?
Did you receive rental income from UK land or property?
Did you receive rental income from furnished holiday lettings in the UK and the EEA?
Please indicate the number of properties rented out:
If you own more than one property, please complete one copy of the relevant sections on the following pages for each.
RENTAL INCOME FROM UK LAND OR PROPERTY
Please complete an individual page for each rental property and input the first line of each property address here:

Street Address

Street Address Line 2

TownCounty

Post Code
INCOME: What were the TOTAL rents paid by the tenant BEFORE DEDUCTIONS?
This should be the agreed rental income that was paid by the tenant before agent fees, expenses, etc. were deducted. Not what you received after expenses.
Is this property jointly let? IF “JOINTLY LET” ONLY INCLUDE YOUR SHARE OF THE INCOME/EXPENSES BELOW.

YesNoOther

EXPENSES: Other property expenses?
Please list each of those “other” expenses below and their individual costs aside so we can ascertain if they are allowable
Other
OTHER ADJUSTMENTS: Losses brought forward from earlier years:
Did this income cease during the tax year? If so, what date?

DayMonthYear
Date
Any other information you feel relevant should be added below:
FURNISHED HOLIDAY LETTINGS IN THE UK AND EEA.
Please complete an individual page for each rental property and input the first line of each property address here:

Street Address

Street Address Line 2

TownCounty

Post Code
Is this property jointly let? IF “JOINTLY LET” ONLY INCLUDE YOUR SHARE OF THE INCOME/EXPENSES BELOW.

YesNoOther
Where is this property located, the UK or the EEA?
Do you intend to make a “period of grace” election?
INCOME: What were the TOTAL rents paid by the tenant BEFORE DEDUCTIONS?
This should be the agreed rental income that was paid by the tenant before agent fees, expenses, etc. were deducted. Not what you received after expenses:

EXPENSES: Other property expenses?
Please list each of those “other” expenses below and their individual costs aside so we can ascertain if they are allowable
Other

Did this income cease during the tax year? If so, what date?

DayMonthYear
Date
Any other information you feel relevant should be added below:

	Amount
What tax, if any, was deducted at source by your letting agents?
EXPENSES: Total cost of rents, rates, insurance and ground rents?
EXPENSES: Total cost of property repairs and maintenance?
EXPENSES: Total finance costs of residential loans/mortgages. Please note you can only claim the “interest” element of the loan repayment and you should include that figure here, not the full repayment amount (unless it is an “interest only” loan).
EXPENSES: Total cost of non-residential loans or finance costs? Please note you can only claim the “interest” element of the loan repayment and you should include that figure here, not the full repayment amount (unless it is an “interest only” loan).
EXPENSES: Total cost of legal, management or other professional fees?
EXPENSES: Total cost of services provided, including wages?

	Amount
Total cost of rent paid, repairs, insurance and costs of services provided:
Total cost of loan interest and financial costs
Total cost of management, legal and professional fees:

	Amount
Expenses entered above that relate to private use:
Balancing charges:
Electric charge-point allowance:
Capital allowances:
Losses brought forward from earlier years:

TAX ADJUSTMENTS
We need to consider adjustments from other tax years which may increase or decrease your 2020-2021 tax.
Did you receive a statement of account in 2019-2020 or have you made any Payments on Account in 2020-2021? If so, please provide statements.

YesNoOther

Question

	Amount
Any tax for 2020-21 already refunded to you by HMRC
Adjustments to an earlier year, that increase your tax
Adjustments to an earlier year, that decrease your tax

Any other information you feel relevant should be added below:

BANK DETAILS - REFUNDS
If there is a refund due it is possible to have HMRC send it directly into a UK bank account in your own name. Please provide the following information.
Name of bank or building society:
Name of account holder:
as shown on bank statements
Branch sort code:
Account number:
Building society reference
(if applicable)

DECLARATION
The information provide by you will be used to complete and file the 2020/21 UK Tax Return to HM Revenue & Customs on your behalf. This information is complete to the best of your knowledge and belief, and you are aware that if you give false information or conceal any part of your income or chargeable gains you may be liable to financial penalties. The Taxman UK Ltd. accept no responsibility or lability for any false or inaccurate information provided by you.

Please sign and date below to confirm you understand and accept these terms.
Signed:
Date

PAYMENT

Stripe Payment*

GBPDescription

Credit Card Details
First Name	Last Name
Credit Card Number	Security Code
Card Expiration

1-8 pages 99pound
if 1-8 filled = 99
PERSONAL DETAILS - sub
RESIDENCE - sub
EMPLOYMENT section + 15
Self EMPLOYMENT section + 15
PENSION INCOME & BENEFITS section
UK SAVINGS & INVESTMENTS section
OTHER INCOME section
UK PROPERTY & FURNISHED HOLIDAY LETTINGS IN EEA section
RENTAL INCOME FROM UK LAND OR PROPERTY section
FURNISHED HOLIDAY LETTINGS IN THE UK AND EEA. section
CAPITAL GAINS section
TAX ADJUSTMENTS section
BANK DETAILS - REFUNDS section
sub_sec_fil_01
sub_sec_fil_02
Should be Empty:

	Yes	No
Case 1: Starting to work full time overseas?
Case 2: The partner of someone starting full time work overseas?
Case 3: Ceasing to have a home in the UK?
Case 4: Starting to have a home in the UK only?
Case 5: Starting full time work in the UK?
Case 6: Ceasing full time work overseas?
Case 7: The partner of someone that has stopped full time work overseas?
Case 8: Starting to have a home in the UK?

	Tick Relevant Box	Amount
Did you receive a taxable benefit from an employer's share scheme or securities scheme?
Were you a name at Lloyd's?
Did you have any foreign income?
Did you receive any income from the estate of someone who has died?
Did you receive any income from a Trust?
Did you receive any payments from UK life insurance policies, capital redemption policies and life annuity contracts?

Tax Return Checklist

PERSONAL DETAILS

RESIDENCE

Time spent in the UK?

EMPLOYMENT

Pay and tax from this employment.

Company Benefits

2nd Copy of EMPLOYMENT

Pay and tax from this employment.

Company Benefits

3rd Copy of EMPLOYMENT

Pay and tax from this employment.

Company Benefits

4th Copy of EMPLOYMENT

Pay and tax from this employment.

Company Benefits

SELF EMPLOYMENT

2nd Copy of SELF EMPLOYMENT

3rd Copy of SELF EMPLOYMENT

4th Copy of SELF EMPLOYMENT

PENSION INCOME & BENEFITS

UK SAVINGS & INVESTMENTS

OTHER INCOME

UK PROPERTY

RENTAL INCOME FROM UK LAND OR PROPERTY

FURNISHED HOLIDAY LETTINGS IN THE UK AND EEA.

CAPITAL GAINS

TAX ADJUSTMENTS

BANK DETAILS - REFUNDS

DECLARATION

PAYMENT