|
Tax
payments and refunds |
Details
of any tax you have paid (or were due to pay) on 31 January 2000 and
31 July 2000
Details
of any tax refunds you have received, including:
SC60
tax repaid
PAYE
repayments
Refunds
of overpaid self assessment payments
Details
of any tax refunds which have been offset against other liabilities |
|
Tax
Codes |
Copies
of any PAYE tax code notifications you have received for 1999/2000 |
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Employment(s) |
Employers
name and address
Commencement
date if during year ended 5 April 2000 (and finishing date if relevant)
P60
(or P45 if employment finished before 6 April 2000)
P11D
(expenses and benefits) if appropriate |
|
Self
employment(s) or partnership(s) |
Name,
address, nature of business(es)
Names
and addresses of partners (if any)
Date
of commencement of business(es)
Accounts
year end(s) |
|
Dividends
and interest from stocks and shares |
Dividend
vouchers
Details
of dividends received for which you do not have the vouchers |
|
Disposal
of shares (including disposal of "windfall" shares) |
Contracts
notes for sale of shares (or date sold, amount received, number of shares)
Also
original purchase details if I do not already have them |
|
Interest
from UK bank(s) and building societies |
Statements,
passbooks, interest certificates or a list of dates, amounts of interest
received and tax deducted. |
|
Interest
from National Savings Account(s) |
Statements,
passbooks, interest certificates or a list of dates, amounts of interest
received and tax deducted. |
|
State
pension(s)
State benefit(s)
|
Commencement
date if during 1999/2000 (and/or finishing date)
Amount
received and tax deducted. Dates of changes to amounts.
Supporting
documentation
P60
(or P45 if benefit ceased in 1999/2000) |
|
Private
pension(s) received
|
Providers
name and address
Commencement
date if during 1999/2000 (and finishing date if relevant)
P60
(or P45 if pension finished before 6 April 2000) |
|
Pension
contributions and FSAVC’s paid |
PSPCC
from pension provider/annual statement from FSAVC provider
Commencement
date if during 1999/2000
Amounts
paid, dates of any changes.
Your
date of birth, and expected date of retirement |
|
Contributions
to employers pensions scheme |
Provide
details of any amounts not deducted at source from your pay before
tax was calculated. |
|
Marital
status |
Marital
status, together with name and date of birth of spouse (if appropriate)
Details
of any change (eg marriage/separation/divorce/death of spouse), together
with dates |
|
Dependants |
For
single/separated/divorced parents - name and date of birth of youngest
child living with you at any time during the year ended 6 April 2000.
Please give your relationship to the child and the dates if the child did
not live with you for the whole year. |
|
Maintenance
or alimony paid or received |
Contract
date/commencement date, if during 1999/200
Court
order/contract/CSA order etc
Amount
paid/received and tax deducted
Dates
of any changes. |
|
Blind
persons allowance |
If
you are registered blind, date of first registration
Name
of Local Authority with whom you are registered |
|
Age
allowance |
If
you or your spouse was born before 6 April 1935, please give date of
birth. |
|
Any
other income |
Casual
earnings
Royalties
from patents, artistic or literary activities
Sale
of patents etc
Cash-back
from mortgages or other loans
Lump
sums from unapproved pension schemes
Windfalls
from buildings societies, insurance companies etc
Sickness
or disability benefits arising from contributions paid
by
someone other than yourself |
|
Vocational
Training |
Details
of any payments made for an authorised vocational training course. NOTE You
will already have received basic rate tax relief by deduction from the
amount you paid. |
|
Qualifying
loans |
Provide
full details of repayments, dates, amount borrowed etc for:
Loans
to buy your own home
to
buy a Life Annuity (if you are over 65)
to
buy shares in a close company
to
buy a share of a partnership
to
but plant or machinery for your work
Do
not include details of loans where you already receive tax relief at source
under MIRAS. |
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Venture
Capital Trusts |
Details
of subscriptions made |
|
Enterprise
Investment Scheme |
Details
of qualifying investments made |
|
Charitable
covenants |
Details
of Charitable Organisation to whom paid
Dates
of payments made |
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Gift
Aid and Millennium Gift Aid |
|
|
Trade
Union or Friendly Society Subscriptions |
Details
of any amounts included in your subscription that relate to life assurance,
funeral benefits and/or pension |
|
Any
other income or expenditure |
Anything
else you consider may be relevant |
