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Tax Return Checklist

All of the information you enter in the following pages relates to the tax year 2021/22, which covers the period 05 April 2021 to April 06 2022. Please ensure you enter the correct details relating to that year only.
All of the information you enter in the following pages relates to the tax year 2020/21, which covers the period 05 April 2020 to April 06 2021. Please ensure you enter the correct details relating to that year only.
All of the information you enter in the following pages relates to the tax year 2019/20, which covers the period 05 April 2019 to April 06 2020. Please ensure you enter the correct details relating to that year only.

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.
Tax Return Terms*

PERSONAL DETAILS

If you are an existing client of The Taxman UK and have previously completed all you personal details and they remain current and up to date, please only enter your full name below and then move directly to Page 3.
 
Full Name
DD slash MM slash YYYY
example@example.com
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.
Drop files here or
Max. file size: 25 MB.
    Please provide a pdf/scanned copy of the picture & passport details pages only.
    Drop files here or
    Max. file size: 25 MB.
      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.
      Untitled

      RESIDENCE

      Are you claiming, for all or part of the year;
      To be “Not Resident” in the UK?*

      Time spent in the UK?
      Please answer the following questions regarding the time you have spent in the UK in this tax year. If you have claimed above to be “Non-resident”, please complete the boxes below for the whole tax year. If you have claimed “Split Year Treatment”, please answer the questions based on the overseas period only.
      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?

      RESIDENCE

      Are you claiming, for all or part of the year;
      To be “Domiciled” outside the UK?*
      Or are you claiming “Split Year Treatment”?*

      Are you claiming “Split Year Treatment”?
      Normally, if you are resident in the UK for any part of a tax year you will be taxed as a UK resident for the whole of the tax year.

      However, there are special rules which may apply if you either leave the UK to live or work abroad or come from abroad to live or work in the UK. These special rules split the tax year into a UK part, when you are taxed as a UK resident, and an overseas part, when you are taxed as a non-UK resident.

      If this applies to you, please confirm which one of the following cases is most relevant:
      Case 1: Starting to work full time overseas?
      CB-Case 1: Starting to work full time overseas?
      Case 2: The partner of someone starting full time work overseas?
      CB-Case 2: The partner of someone starting full time work overseas?
      Case 3: Ceasing to have a home in the UK?
      CB-Case 3: Ceasing to have a home in the UK?
      Case 4: Starting to have a home in the UK only?
      CB-Case 4: Starting to have a home in the UK only?
      Case 5: Starting full time work in the UK?
      CB-Case 5: Starting full time work in the UK?
      Case 6: Ceasing full time work overseas?
      CB-Case 6: Ceasing full time work overseas?
      Case 7: The partner of someone that has stopped full time work overseas?
      CB-Case 8: Starting to have a home in the UK?
      Case 8: Starting to have a home in the UK?
      CB-Case 7: The partner of someone that has stopped full time work overseas?

      EMPLOYMENT

      Were you employed or held a Directorship in the UK during this tax year?
      Please provide the following information. If you had more than one UK employment/Directorship.
      Please specify and complete one for each.
      Please enter a number less than or equal to 3.
      No. of Employment
      Were you a company director who received payment?

      DD slash MM slash YYYY
      Enter date ceased
      Did this employment cease during this tax year?

      If so, what date?

      Pay and tax from this employment.
      Please enter any payments received form this employer during this tax year.
      Drop files here or
      Max. file size: 25 MB.

        Company Benefits
        Enter the value of any fringe benefits received from your employer during this tax year.
        This will be detailed on a Form P11D, provided by your employer.
        Please provide a copy. If no benefits were received, ignore this section.
        Drop files here or
        Max. file size: 25 MB.
          Benefit
          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

          EMPLOYMENT 2ND COPY

          Were you a company director who received payment?

          DD slash MM slash YYYY
          Enter date ceased
          Did this employment cease during this tax year? If so, what date?

          Pay and tax from this employment.
          Please enter any payments received form this employer during this tax year.
          Drop files here or
          Max. file size: 25 MB.

            Company Benefits
            Enter the value of any fringe benefits received from your employer during this tax year.
            This will be detailed on a Form P11D, provided by your employer.
            Please provide a copy. If no benefits were received, ignore this section.
            Drop files here or
            Max. file size: 25 MB.
              Benefit
              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

              EMPLOYMENT 3RD COPY

              Were you a company director who received payment?

              DD slash MM slash YYYY
              Enter date ceased
              Did this employment cease during the during this tax year? If so, what date?

              Pay and tax from this employment.
              Please enter any payments received form this employer during this tax year.
              Drop files here or
              Max. file size: 25 MB.

                Company Benefits
                Enter the value of any fringe benefits received from your employer during this tax year.
                This will be detailed on a Form P11D, provided by your employer.
                Please provide a copy. If no benefits were received, ignore this section.
                Drop files here or
                Max. file size: 25 MB.
                  Benefit
                  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

                  SELF EMPLOYMENT

                  Were you self-employed during this tax year?
                  Please enter the following details for your business. This will help determine if you need to complete the Short or Full Self-employment pages. We may need to send you a further questionnaire if required.
                  Please specify and complete one for each.
                  Please enter a number less than or equal to 3.
                  No. of Employment
                  DD slash MM slash YYYY
                  Date
                  DD slash MM slash YYYY
                  Date
                  Have these details changes in the last 12 months?

                  DD slash MM slash YYYY
                  Enter the start date:
                  DD slash MM slash YYYY
                  Enter the final date of trading:
                  Are you using the cash basis scheme to calculate your accounts?

                  Are you claiming capital allowances?

                  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
                  OTHER ADJUSTMENTS:
                  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:

                  SELF EMPLOYMENT 2ND COPY

                  DD slash MM slash YYYY
                  Date
                  DD slash MM slash YYYY
                  Date
                  Have these details changes in the last 12 months?

                  DD slash MM slash YYYY
                  Enter the start date:
                  DD slash MM slash YYYY
                  Enter the final date of trading:
                  Are you using the cash basis scheme to calculate your accounts?

                  Are you claiming capital allowances?

                  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
                  OTHER ADJUSTMENTS:
                  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:

                  SELF EMPLOYMENT 3RD COPY

                  DD slash MM slash YYYY
                  Date
                  DD slash MM slash YYYY
                  Date
                  Have these details changes in the last 12 months?

                  DD slash MM slash YYYY
                  Enter the start date:
                  DD slash MM slash YYYY
                  Enter the final date of trading:
                  Are you using the cash basis scheme to calculate your accounts?

                  Are you claiming capital allowances?

                  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
                  OTHER ADJUSTMENTS:
                  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 during this tax year?
                  Please tell us which of the following types of pension income or benefits you received during this tax year and the amounts:
                  Income source
                  Amount
                  Taxable State Pension
                  Taxable Incapacity benefit and contributions based employment & support allowance
                  Jobseeker’s allowance
                  Unauthorised pension payments
                  Lump sum pension payments from abroad
                  If you have more than one, please list each individually above:

                  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)?
                  Bank Name Gross Amount Tax Deducted Net Income Paid Actions
                         
                  There are no Banks.

                  Maximum number of banks reached.

                  Company Name Date of Dividend Dividend Paid Actions
                       
                  There are no Companies.

                  Maximum number of companies reached.

                  OTHER INCOME

                  Have you received any other income during this tax year?
                  Please tell us about any other income you received during this tax year. Tick all the boxes below which apply and provide details of amounts received.
                  Income source
                  Tick Relevant Box
                  Amount
                  Did you receive a taxable benefit from an employer's share scheme or securities scheme?
                  CB - Did you receive a taxable benefit from an employer's share scheme or securities scheme?
                  Were you a name at Lloyd's?
                  CB - Were you a name at Lloyd's?
                  Did you have any foreign income?
                  CB - Did you have any foreign income?
                  Did you receive any income from the estate of someone who has died?
                  CB - Did you receive any income from the estate of someone who has died?
                  Did you receive any income from a Trust?
                  CB - 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?
                  CB - Did you receive any payments from UK life insurance policies, capital redemption policies and life annuity contracts?

                  UK PROPERTY

                  Did you receive any income from land and property in the UK or furnished holiday lettings within the European Economic Area during this tax year?
                  Please enter details of your income from land and property in the UK and furnished holiday lettings within the European Economic Area during this tax year. 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:
                  Otherwise, please enter the figure of the total rents received aside.
                  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

                  Do you have other Properties?
                  Please enter a number from 1 to 3.
                  No. of Properties
                  Please complete an individual page for each rental property and input the first line of each property address here:
                  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.

                  Question
                  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?
                  Please list each of those “other” expenses below and their individual costs aside so we can ascertain if they are allowable
                  DD slash MM slash YYYY

                  RENTAL INCOME FROM UK LAND OR PROPERTY 2ND COPY

                  Please complete an individual page for each rental property and input the first line of each property address here:
                  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.

                  Question
                  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?
                  Please list each of those “other” expenses below and their individual costs aside so we can ascertain if they are allowable
                  DD slash MM slash YYYY

                  RENTAL INCOME FROM UK LAND OR PROPERTY 3RD COPY

                  Please complete an individual page for each rental property and input the first line of each property address here:
                  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.

                  Question
                  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?
                  Please list each of those “other” expenses below and their individual costs aside so we can ascertain if they are allowable
                  DD slash MM slash YYYY

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

                  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
                  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:
                  Please list each of those “other” expenses below and their individual costs aside so we can ascertain if they are allowable
                  OTHER ADJUSTMENTS
                  Amount
                  Expenses entered above that relate to private use:
                  Balancing charges:
                  Electric charge-point allowance:
                  Capital allowances:
                  Losses brought forward from earlier years:
                  DD slash MM slash YYYY

                  CAPITAL GAINS

                  Have you sold an asset that may give rise to a capital gain or loss during this tax year?
                  If you have sold an asset it may give rise to a capital gain or loss. You should duplicate this page and enter details separately for each asset or share pool that you disposed during this tax year.
                  Please enter a number from 1 to 3.
                  If this was a jointly owned asset please only enter your share of the proceeds and expenses below.
                  e.g. “property”, “shares”, “etc.”:
                  e.g. “property address”, “name of shares”, etc:
                  DD slash MM slash YYYY
                  (enter 31/03/82 if acquired before this date):
                  (enter the market value at 31/03/82 if acquired before this date):
                  DD slash MM slash YYYY
                  Tick this box if you are 'connected' to the purchaser or seller of the asset:
                  Tick this box if you’re claiming any reliefs/elections for this asset
                  Tick confirm if any of the figures above are based on an estimate or valuation:

                  CAPITAL GAINS 2ND COPY

                  If this was a jointly owned asset please only enter your share of the proceeds and expenses below.
                  e.g. “property”, “shares”, “etc.”:
                  e.g. “property address”, “name of shares”, etc:
                  DD slash MM slash YYYY
                  (enter 31/03/82 if acquired before this date):
                  (enter the market value at 31/03/82 if acquired before this date):
                  DD slash MM slash YYYY
                  Tick this box if you are 'connected' to the purchaser or seller of the asset:
                  Tick this box if you’re claiming any reliefs/elections for this asset
                  Tick confirm if any of the figures above are based on an estimate or valuation:

                  CAPITAL GAINS 3RD COPY

                  If this was a jointly owned asset please only enter your share of the proceeds and expenses below.
                  e.g. “property”, “shares”, “etc.”:
                  e.g. “property address”, “name of shares”, etc:
                  DD slash MM slash YYYY
                  (enter 31/03/82 if acquired before this date):
                  (enter the market value at 31/03/82 if acquired before this date):
                  DD slash MM slash YYYY
                  Tick this box if you are 'connected' to the purchaser or seller of the asset:
                  Tick this box if you’re claiming any reliefs/elections for this asset
                  Tick confirm if any of the figures above are based on an estimate or valuation:

                  TAX ADJUSTMENTS

                  We need to consider adjustments from other tax years which may increase or decrease your tax for this year.
                  Did you receive a statement of account during this tax year or have you made any Payments on Account during this tax year?
                  If so, please provide statements.
                  Any tax during this tax year that already refunded to you by HMRC
                  Adjustments to an earlier year, that decrease your tax
                  Adjustments to an earlier year, that increase your tax

                  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.
                  as shown on bank statements

                  DECLARATION

                  The information provide by you will be used to complete and file the 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.
                  Reset signature Signature locked. Reset to sign again
                  DD slash MM slash YYYY

                  PAYMENT

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