Home / 2019 Tax Return Form
Please complete the following Tax return checklist form to enable us to complete your 2019 Tax Return.
Earnings, salary, fees, bonuses, statutory sick pay etc
Benefits in Kind
Income from Self-Employment
A note of National Insurance retirement pension received to 5 April 2019 and the Current rate of pension since 6 April 2019 denoting if paid weekly or monthly
P60 for pension paid by your former employer and/or your late spouse's former employer
Pension from personal pension plan, retirement annuity contract, free standing Additional voluntary contribution scheme, armed forces, war widows
A note of Jobseeker's allowance, invalidity allowance and incapacity benefit paid to you
Income from letting of property in the UK (or abroad) together with details of all Expenses incurred (certificate of mortgage interest paid required)
Certificate of interest from all investment accounts with Banks, Building Societies, Post Office Savings, National Savings Certificates/Bonds etc. Also interest distribution from UK authorized Unit Trusts
Dividend/interest counterfoils in respect of income from stocks and shares, dividend distribution from UK Unit Trusts and scrip dividends
Full details of any income from abroad, overseas pensions, benefits, foreign companies, savings institutions, off-shore funds, trusts abroad, land and property Abroad, together with full details of expenses or gains on foreign insurance policies
The tax deduction certificates in respect of any Trust/Settlement Income received. Also confirm capital receipt(s), if any
Documents relating to any other investment income, i.e. from life insurance policies, contract for life annuities, maintenance payments received
A note of contributions made towards retirement annuity contract/ personal Pensions policies, together with pension contribution certificates
Contributions to widows and orphans schemes, Trade Unions, Friendly Societies and Free standing additional contributions
Deeds of covenant, payments to charities and gift aid donations
Subscriptions for Venture Capital Trust or under the enterprise investment scheme
Certificates of mortgage interest paid on rented properties as the restriction in tax relief is being phased in
Contract notes for all purchases and sales of investments. E.g. sales of shares
Copy completion statements for purchase and/or sales of property
Full details of any transfer of cash, including gifts made or received
Blind Person Allowance
Student Loan Repayments
Any child benefits claimed?
The country in which you consider yourself to be domiciled
How Would You Like To Receive Your Tax Return For Approval?
Unfortunately the file upload doesn't allow files to be added individually you will need to upload all files in one go.
If you are unable to attach relevant documents, please do send these in the post to us in the normal way.
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