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2019 Tax Return Form

Please complete the following Tax return checklist form to enable us to complete your 2019 Tax Return.

Notes:

  • When selecting "Enclosed", please attach a relevant document at the end of the form, or a spreadsheet that has the relevant details.
  • If the relevant file was recently provided to Accura, then please select "Enclosed", and mention in the "Additional Comment" box below.
  • If you are completing this form on your mobile device, please note you will not be able to submit the form if any questions remain unanswered at the time of submission.


Personal Details


Income From Employment

Earnings, salary, fees, bonuses, statutory sick pay etc

Benefits in Kind

Income from Self-Employment


State/Occupational Pension and DSS Benefits

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


Investment Income

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


Outgoings

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


Capital Gains/Inheritance Tax

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


Claims For Allowances

Blind Person Allowance

Student Loan Repayments


Child Benefit

Any child benefits claimed?


Domicile

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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