Tax Return Checklist

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Please Confirm Which Tax Year You Are Completing

All of the information you enter in the following pages relates to the tax year 2022/23, which covers the period 06 April 2022 to 05 April 2023. 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 2021/22, which covers the period 06 April 2021 to 05 April 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*

I agree *

PERSONAL DETAILS

Title*

Marital Status*

Gender*

Full Name*

First Name Middle Name Last Name

Telephone Number:*

Date of Birth:*

DD slash MM slash YYYY

Email*

[email protected]

Unique Taxpayer Reference No.(10 digits):*

National Insurance Number (if applicable):

Hidden

RESIDENCE

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:

Drop files here or

Max. file size: 25 MB.

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

RESIDENCE

Residential Address:

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.

I agree to the privacy policy.

Are you claiming, for all or part of the year;

To be “Not Resident” in the UK?*

Yes

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?

TB - How many days have you spent in the UK?

How many of the days spent in the UK were attributable to exceptional circumstances?

TB - 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?

TB - 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?

TB - 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?

TB - 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?*

Yes

Or are you claiming “Split Year Treatment”?*

Yes

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?

Yes

Case 2: The partner of someone starting full time work overseas?

CB-Case 2: The partner of someone starting full time work overseas?

Yes

Case 3: Ceasing to have a home in the UK?

CB-Case 3: Ceasing to have a home in the UK?

Yes

Case 4: Starting to have a home in the UK only?

CB-Case 4: Starting to have a home in the UK only?

Yes

Case 5: Starting full time work in the UK?

CB-Case 5: Starting full time work in the UK?

Yes

Case 6: Ceasing full time work overseas?

CB-Case 6: Ceasing full time work overseas?

Yes

Case 7: The partner of someone that has stopped full time work overseas?

CB-Case 8: Starting to have a home in the UK?

Yes

Case 8: Starting to have a home in the UK?

CB-Case 7: The partner of someone that has stopped full time work overseas?

Yes

EMPLOYMENT

Were you employed or held a Directorship in the UK during this tax year?

Yes

Please provide the following information. If you had more than one UK employment/Directorship.
Please specify and complete one for each.

**NUMBER OF EMPLOYMENT**

Please enter a number less than or equal to 3.

No. of Employment

Employer's Name

PAYE Reference Number:

Were you a company director who received payment?

Yes

Other

If you ceased being a director during this tax year

DD slash MM slash YYYY

Enter date ceased

Did this employment cease during this tax year?

Yes

Other

If so, what date?

Pay and tax from this employment.
Please enter any payments received form this employer during this tax year.

Pay, as shown on your P60 or P45.

Please enclose a copy

Drop files here or

Max. file size: 25 MB.

Did any of this income arise from working abroad? Please provide details.

UK tax deducted at source by your employer from your pay?

Student loan or postgraduate payments deducted by your employer?

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.

File

Drop files here or

Max. file size: 25 MB.

Benefit

Value per P11D

Company cars

B-Company cars

Fuel for company cars

B-Fuel for company cars

Private medical or dental insurance

B-Private medical or dental insurance

Vouchers, credit cards and excess mileage allowance

B-Vouchers, credit cards and excess mileage allowance

Goods & other assets provided by your employer

B-Goods & other assets provided by your employer

Accommodation provided by your employer

B-Accommodation provided by your employer

Other benefits (including low interest and interest free loans)

B-Other benefits (including low interest and interest free loans)

Expense’s payments

B-Expense’s payments

EMPLOYMENT 2ND COPY

Employer's Name

PAYE Reference Number:

Were you a company director who received payment?

Yes

Other

If you ceased being a director during this tax year

DD slash MM slash YYYY

Enter date ceased

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

Yes

Other

Pay and tax from this employment.
Please enter any payments received form this employer during this tax year.

Pay, as shown on your P60 or P45.

Please enclose a copy

Drop files here or

Max. file size: 25 MB.

Did any of this income arise from working abroad? Please provide details.

UK tax deducted at source by your employer from your pay?

Student loan or postgraduate payments deducted by your employer?

File

Drop files here or

Max. file size: 25 MB.

Benefit

Value per P11D

Company cars

B-Company cars

Fuel for company cars

B-Fuel for company cars

Private medical or dental insurance

B-Private medical or dental insurance

Vouchers, credit cards and excess mileage allowance

B-Vouchers, credit cards and excess mileage allowance

Goods & other assets provided by your employer

B-Goods & other assets provided by your employer

Accommodation provided by your employer

B-Accommodation provided by your employer

Other benefits (including low interest and interest free loans)

B-Other benefits (including low interest and interest free loans)

Expense’s payments

B-Expense’s payments

EMPLOYMENT 3RD COPY

Employer's Name

PAYE Reference Number:

Were you a company director who received payment?

Yes

Other

If you ceased being a director during this tax year

DD slash MM slash YYYY

Enter date ceased

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

Yes

Other

Pay and tax from this employment.
Please enter any payments received form this employer during this tax year.

Pay, as shown on your P60 or P45.

Please enclose a copy

Drop files here or

Max. file size: 25 MB.

Did any of this income arise from working abroad? Please provide details.

UK tax deducted at source by your employer from your pay?

Student loan or postgraduate payments deducted by your employer?

File

Drop files here or

Max. file size: 25 MB.

Benefit

Value per P11D

Company cars

B-Company cars

Fuel for company cars

B-Fuel for company cars

Private medical or dental insurance

B-Private medical or dental insurance

Vouchers, credit cards and excess mileage allowance

B-Vouchers, credit cards and excess mileage allowance

Goods & other assets provided by your employer

B-Goods & other assets provided by your employer

Accommodation provided by your employer

B-Accommodation provided by your employer

Other benefits (including low interest and interest free loans)

B-Other benefits (including low interest and interest free loans)

Expense’s payments

B-Expense’s payments

SELF EMPLOYMENT

Were you self-employed during this tax year?

Yes

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.

**NO OF SELF-EMPLOYMENT**

Please enter a number less than or equal to 3.

No. of Employment

Date your books or accounts start:

DD slash MM slash YYYY

Date

Date your books or accounts are made up to, or the end of your accounting period:

DD slash MM slash YYYY

Date

Please enter your turnover for the accounting period:

Name of business:

Description of business:

Postcode of the business (you may enter full address)

Have these details changes in the last 12 months?

Yes

Other

If your business started during this tax year

DD slash MM slash YYYY

Enter the start date:

If your business ceased during this tax year

DD slash MM slash YYYY

Enter the final date of trading:

Are you using the cash basis scheme to calculate your accounts?

Yes

Other

Are you claiming capital allowances?

Yes

Other

ALLOWABLE EXPENSES:

Amount

Cost of goods for re-sale or goods used

TB - Cost of goods for re-sale or goods used

Car, van and travel expenses

TB - Car, van and travel expenses

Wages, salaries and other staff costs

TB - Wages, salaries and other staff costs

Rent, power, insurance and other property costs

TB - Rent, power, insurance and other property costs

Repairs and maintenance of property and equipment

TB - Repairs and maintenance of property and equipment

Accountancy, legal and other professional fees

TB - Accountancy, legal and other professional fees

Interest and bank and credit card etc. financial charge

TB - Interest and bank and credit card etc. financial charge

Telephone, fax, stationery and other office costs

TB - Telephone, fax, stationery and other office costs

OTHER ADJUSTMENTS:

Amount

Goods taken for your own personal use:

TB - Goods taken for your own personal use:

Self-Employment Income Support Scheme (SEISS) grant:

TB - Goods taken for your own personal use:

Any other income not included elsewhere:

TB - Any other income not included elsewhere:

Losses brought forward from earlier years:

TB - Losses brought forward from earlier years:

Any other information you feel relevant should be added below:

SELF EMPLOYMENT 2ND COPY

Date your books or accounts start:

DD slash MM slash YYYY

Date

Date your books or accounts are made up to, or the end of your accounting period:

DD slash MM slash YYYY

Date

Please enter your turnover for the accounting period:

Name of business:

Description of business:

Postcode of the business (you may enter full address)

Have these details changes in the last 12 months?

Yes

Other

If your business started during this tax year

DD slash MM slash YYYY

Enter the start date:

If your business ceased during this tax year

DD slash MM slash YYYY

Enter the final date of trading:

Are you using the cash basis scheme to calculate your accounts?

Yes

Other

Are you claiming capital allowances?

Yes

Other

ALLOWABLE EXPENSES:

Amount

Cost of goods for re-sale or goods used

TB - Cost of goods for re-sale or goods used

Car, van and travel expenses

TB - Car, van and travel expenses

Wages, salaries and other staff costs

TB - Wages, salaries and other staff costs

Rent, power, insurance and other property costs

TB - Rent, power, insurance and other property costs

Repairs and maintenance of property and equipment

TB - Repairs and maintenance of property and equipment

Accountancy, legal and other professional fees

TB - Accountancy, legal and other professional fees

Interest and bank and credit card etc. financial charge

TB - Interest and bank and credit card etc. financial charge

Telephone, fax, stationery and other office costs

TB - Telephone, fax, stationery and other office costs

OTHER ADJUSTMENTS:

Amount

Goods taken for your own personal use:

TB - Goods taken for your own personal use:

Self-Employment Income Support Scheme (SEISS) grant:

TB - Goods taken for your own personal use:

Any other income not included elsewhere:

TB - Any other income not included elsewhere:

Losses brought forward from earlier years:

TB - Losses brought forward from earlier years:

Any other information you feel relevant should be added below:

SELF EMPLOYMENT 3RD COPY

Date your books or accounts start:

DD slash MM slash YYYY

Date

Date your books or accounts are made up to, or the end of your accounting period:

DD slash MM slash YYYY

Date

Please enter your turnover for the accounting period:

Name of business:

Description of business:

Postcode of the business (you may enter full address)

Have these details changes in the last 12 months?

Yes

Other

If your business started during this tax year

DD slash MM slash YYYY

Enter the start date:

If your business ceased during this tax year

DD slash MM slash YYYY

Enter the final date of trading:

Are you using the cash basis scheme to calculate your accounts?

Yes

Other

Are you claiming capital allowances?

Yes

Other

ALLOWABLE EXPENSES:

Amount

Cost of goods for re-sale or goods used

TB - Cost of goods for re-sale or goods used

Car, van and travel expenses

TB - Car, van and travel expenses

Wages, salaries and other staff costs

TB - Wages, salaries and other staff costs

Rent, power, insurance and other property costs

TB - Rent, power, insurance and other property costs

Repairs and maintenance of property and equipment

TB - Repairs and maintenance of property and equipment

Accountancy, legal and other professional fees

TB - Accountancy, legal and other professional fees

Interest and bank and credit card etc. financial charge

TB - Interest and bank and credit card etc. financial charge

Telephone, fax, stationery and other office costs

TB - Telephone, fax, stationery and other office costs

OTHER ADJUSTMENTS:

Amount

Goods taken for your own personal use:

TB - Goods taken for your own personal use:

Self-Employment Income Support Scheme (SEISS) grant:

TB - Goods taken for your own personal use:

Any other income not included elsewhere:

TB - Any other income not included elsewhere:

Losses brought forward from earlier years:

TB - Losses brought forward from earlier years:

Any other information you feel relevant should be added below:

PENSION INCOME & BENEFITS

Did you receive any types of pension income or benefits during this tax year?

Yes

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

TB - Taxable State Pension

Taxable Incapacity benefit and contributions based employment & support allowance

TB - Taxable Incapacity Benefit and Contributions based Employment & support allowance

Jobseeker’s allowance

TB - Jobseeker’s allowance

Unauthorised pension payments

TB - Unauthorized pension payments

Lump sum pension payments from abroad

TB - Lump sum pension payments from abroad

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:

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)?

Yes

Please list each source separately, the total income received, and any tax deducted below:

Bank Name	Gross Amount	Tax Deducted	Net Income Paid	Actions

There are no Banks.

Maximum number of banks reached.

Dividend Distributions from Shares & UK Unit Trusts/OEICs.

Company Name	Date of Dividend	Dividend Paid	Actions

There are no Companies.

Maximum number of companies reached.

Any other information you feel relevant should be added below:

OTHER INCOME

Have you received any other income during this tax year?

Yes

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?

Yes

TB - 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?

Yes

TB - Were you a name at Lloyd's?

Did you have any foreign income?

CB - Did you have any foreign income?

Yes

TB - 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?

Yes

TB - 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?

Yes

TB - 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?

Yes

TB - Did you receive any payments from UK life insurance policies, capital redemption policies and life annuity contracts?

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 this tax year?

Yes

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:

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

Do you have other Properties?

No. of properties - Rental income

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:

Street Address Street Address Line 2 Town County 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.

Yes

Other

Question

Amount

What tax, if any, was deducted at source by your letting agents?

TB - What tax, if any, was deducted at source by your letting agents?

EXPENSES : Total cost of rents, rates, insurance and ground rents?

TB - EXPENSES : Total cost of rents, rates, insurance and ground rents?

EXPENSES : Total cost of property repairs and maintenance?

TB - 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).

TB - 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).

TB - 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?

TB - EXPENSES : Total cost of legal, management or other professional fees?

EXPENSES : Total cost of services provided, including wages?

TB - EXPENSES : Total cost of services provided, including wages?

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?

DD slash MM slash YYYY

Any other information you feel relevant should be added below:

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:

Street Address Street Address Line 2 Town County 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.

Yes

Other

Question

Amount

What tax, if any, was deducted at source by your letting agents?

TB - What tax, if any, was deducted at source by your letting agents?

EXPENSES : Total cost of rents, rates, insurance and ground rents?

TB - EXPENSES : Total cost of rents, rates, insurance and ground rents?

EXPENSES : Total cost of property repairs and maintenance?

TB - EXPENSES : Total cost of property repairs and maintenance?

EXPENSES : Total cost of legal, management or other professional fees?

TB - EXPENSES : Total cost of legal, management or other professional fees?

EXPENSES : Total cost of services provided, including wages?

TB - EXPENSES : Total cost of services provided, including wages?

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?

DD slash MM slash YYYY

Any other information you feel relevant should be added below:

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:

Street Address Street Address Line 2 Town County 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.

Yes

Other

Question

Amount

What tax, if any, was deducted at source by your letting agents?

TB - What tax, if any, was deducted at source by your letting agents?

EXPENSES : Total cost of rents, rates, insurance and ground rents?

TB - EXPENSES : Total cost of rents, rates, insurance and ground rents?

EXPENSES : Total cost of property repairs and maintenance?

TB - EXPENSES : Total cost of property repairs and maintenance?

EXPENSES : Total cost of legal, management or other professional fees?

TB - EXPENSES : Total cost of legal, management or other professional fees?

EXPENSES : Total cost of services provided, including wages?

TB - EXPENSES : Total cost of services provided, including wages?

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?

DD slash MM slash YYYY

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 Town County Post Code

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

Yes

Other

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

Amount

Total cost of rent paid, repairs, insurance and costs of services provided:

TB - Total cost of rent paid, repairs, insurance and costs of services provided:

Total cost of loan interest and financial costs

TB - Total cost of loan interest and financial costs

Total cost of management, legal and professional fees:

TB - Total cost of management, legal and professional fees:

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

Amount

Expenses entered above that relate to private use:

TB - Expenses entered above that relate to private use:

Balancing charges:

TB - Balancing charges:

Electric charge-point allowance:

TB - Electric charge-point allowance:

Capital allowances:

TB - Capital allowances:

Losses brought forward from earlier years:

TB - Losses brought forward from earlier years:

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

DD slash MM slash YYYY

Any other information you feel relevant should be added below:

CAPITAL GAINS

Have you sold an asset that may give rise to a capital gain or loss during this tax year?

Yes

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.

How many assets have you sold?

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.

What type asset have you disposed of?

e.g. “property”, “shares”, “etc.”:

Give a brief description of that asset.

e.g. “property address”, “name of shares”, etc:

Date you acquired the asset

DD slash MM slash YYYY

(enter 31/03/82 if acquired before this date):

Initial cost of the asset

(enter the market value at 31/03/82 if acquired before this date):

Date you disposed of the asset:

DD slash MM slash YYYY

Disposal proceeds or valuation where appropriate:

Any additional allowable expenditure:

Tick this box if you are 'connected' to the purchaser or seller of the asset:

Connected

Other

CB - 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

EIS Deferral Relief

Private Residence Relief

Roll Over/Hand Over Relief

Other

CB - Tick this box if you are 'connected' to the purchaser or seller of the asset:

Tick confirm if any of the figures above are based on an estimate or valuation:

Confirm

Other

CB - Tick this box if you are 'connected' to the purchaser or seller of the asset:

OTHER ADJUSTMENTS: Losses brought forward from earlier years:

Any other information you feel relevant should be added below:

CAPITAL GAINS 2ND COPY

If this was a jointly owned asset please only enter your share of the proceeds and expenses below.

What type asset have you disposed of?

e.g. “property”, “shares”, “etc.”:

Give a brief description of that asset.

e.g. “property address”, “name of shares”, etc:

Date you acquired the asset

DD slash MM slash YYYY

(enter 31/03/82 if acquired before this date):

Initial cost of the asset

(enter the market value at 31/03/82 if acquired before this date):

Date you disposed of the asset:

DD slash MM slash YYYY

Disposal proceeds or valuation where appropriate:

Any additional allowable expenditure:

Tick this box if you are 'connected' to the purchaser or seller of the asset:

Connected

Other

CB - 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

EIS Deferral Relief

Private Residence Relief

Roll Over/Hand Over Relief

Other

CB - Tick this box if you are 'connected' to the purchaser or seller of the asset:

Tick confirm if any of the figures above are based on an estimate or valuation:

Confirm

Other

CB - Tick this box if you are 'connected' to the purchaser or seller of the asset:

OTHER ADJUSTMENTS: Losses brought forward from earlier years:

Any other information you feel relevant should be added below:

CAPITAL GAINS 3RD COPY

If this was a jointly owned asset please only enter your share of the proceeds and expenses below.

What type asset have you disposed of?

e.g. “property”, “shares”, “etc.”:

Give a brief description of that asset.

e.g. “property address”, “name of shares”, etc:

Date you acquired the asset

DD slash MM slash YYYY

(enter 31/03/82 if acquired before this date):

Initial cost of the asset

(enter the market value at 31/03/82 if acquired before this date):

Date you disposed of the asset:

DD slash MM slash YYYY

Disposal proceeds or valuation where appropriate:

Any additional allowable expenditure:

Tick this box if you are 'connected' to the purchaser or seller of the asset:

Connected

Other

CB - 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

EIS Deferral Relief

Private Residence Relief

Roll Over/Hand Over Relief

Other

CB - Tick this box if you are 'connected' to the purchaser or seller of the asset:

Tick confirm if any of the figures above are based on an estimate or valuation:

Confirm

Other

CB - Tick this box if you are 'connected' to the purchaser or seller of the asset:

OTHER ADJUSTMENTS: Losses brought forward from earlier years:

Any other information you feel relevant should be added below:

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?

Yes

Other

If so, please provide statements.

TB - Any tax for 2020-21 already refunded to you by HMRC

Any tax during this tax year that already refunded to you by HMRC

TB - Adjustments to an earlier year, that increase your tax

Adjustments to an earlier year, that decrease your tax

Adjustments to an earlier year, that increase your tax

TB - 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

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.

Signature

Date

DD slash MM slash YYYY

PAYMENT

Tax Return Checklist

Price:

Coupon

Discount

£ 0.00

Total

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Billing Information

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Phone

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