• Tax Return Checklist

    Tax Return Checklist
  • 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.

  • PERSONAL DETAILS

    PERSONAL DETAILS
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  • 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.

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  • RESIDENCE

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

  • 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.

  •  
  • 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.

  •  
  • EMPLOYMENT

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

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  • Pay and tax from this employment.

    Please enter any payments received form this employer in 2020/21.

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  • Company Benefits

    Enter the value of any fringe benefits received from your employer in 2020/21. This will be detailed on a Form P11D, provided by your employer. Please provide a copy. If no benefits were received, ignore this section.

  • function SvgDhtupload2(props) { return /* @__PURE__ */ react.createElement("svg", dhtupload_svg_extends({ width: 54, height: 47, xmlns: "http://www.w3.org/2000/svg" }, props), dhtupload_svg_path || (dhtupload_svg_path = /* @__PURE__ */ react.createElement("path", { d: "M40.213 10.172c1.897.21 3.68.738 5.35 1.58a15.748 15.748 0 0 1 4.374 3.242 15.065 15.065 0 0 1 2.951 4.533c.72 1.704 1.08 3.522 1.08 5.455 0 1.827-.28 3.654-.843 5.48-.562 1.828-1.379 3.47-2.45 4.929A13.39 13.39 0 0 1 46.669 39c-1.599.948-3.452 1.458-5.56 1.528H37.26a1.62 1.62 0 0 1-1.185-.5 1.62 1.62 0 0 1-.501-1.186c0-.457.167-.852.5-1.186.334-.334.73-.5 1.186-.5h3.848c1.44 0 2.75-.37 3.926-1.108a10.851 10.851 0 0 0 3.03-2.846 13.53 13.53 0 0 0 1.95-3.9 14.23 14.23 0 0 0 .686-4.321c0-1.582-.316-3.066-.949-4.454a11.623 11.623 0 0 0-2.582-3.636 12.857 12.857 0 0 0-3.742-2.478 11.054 11.054 0 0 0-4.48-.922l-1.212-.053-.37-1.159c-.878-2.81-2.292-4.998-4.242-6.562-1.95-1.563-4.594-2.345-7.932-2.345-2.108 0-4.005.36-5.692 1.08-1.686.72-3.136 1.722-4.348 3.005-1.212 1.282-2.143 2.81-2.793 4.585-.65 1.774-.975 3.68-.975 5.718h.053l.105 1.581-1.528.264c-1.863.316-3.444 1.317-4.744 3.004-1.3 1.686-1.95 3.584-1.95 5.692 0 2.39.8 4.462 2.398 6.219 1.599 1.757 3.488 2.635 5.666 2.635h4.849c.492 0 .896.167 1.212.5.316.335.474.73.474 1.187 0 .456-.158.852-.474 1.185-.316.334-.72.501-1.212.501h-4.849a10.08 10.08 0 0 1-4.374-.975 11.673 11.673 0 0 1-3.61-2.661 13.173 13.173 0 0 1-2.478-3.9A12.073 12.073 0 0 1 0 28.301c0-2.706.755-5.148 2.266-7.326 1.511-2.178 3.444-3.636 5.798-4.374.14-2.354.658-4.542 1.554-6.562.896-2.02 2.091-3.777 3.584-5.27 1.494-1.494 3.25-2.662 5.27-3.505C20.493.422 22.733 0 25.193 0c1.898 0 3.637.237 5.218.711 1.581.475 3.004 1.151 4.269 2.03a13.518 13.518 0 0 1 3.268 3.215 18.628 18.628 0 0 1 2.266 4.216Zm-11.964 13.44 6.22 6.85c.245.247.368.537.368.87 0 .334-.123.642-.369.923l-.421.263c-.211.246-.484.343-.817.29a1.544 1.544 0 0 1-.87-.448l-3.69-4.11v16.97c0 .492-.166.896-.5 1.212-.334.316-.729.474-1.186.474-.492 0-.896-.158-1.212-.474-.316-.316-.474-.72-.474-1.212V28.25l-3.584 4.005a1.544 1.544 0 0 1-.87.448.959.959 0 0 1-.87-.29l-.42-.264c-.247-.28-.37-.588-.37-.922 0-.334.123-.624.37-.87l6.113-6.746v-.052l.421-.422a.804.804 0 0 1 .396-.29c.158-.053.307-.079.448-.079.175 0 .333.026.474.079.14.053.281.15.422.29l.421.422v.052Z", fill: "none" }))); }
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  •  
  • 2nd Copy of EMPLOYMENT

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    Pick a Date
  • Pay and tax from this employment.

    Please enter any payments received form this employer in 2020/21.

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  • Company Benefits

    Enter the value of any fringe benefits received from your employer in 2020/21. This will be detailed on a Form P11D, provided by your employer. Please provide a copy. If no benefits were received, ignore this section.

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  • Company Benefits

    Enter the value of any fringe benefits received from your employer in 2020/21. This will be detailed on a Form P11D, provided by your employer. Please provide a copy. If no benefits were received, ignore this section.

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  • 4th Copy of EMPLOYMENT

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  • Company Benefits

    Enter the value of any fringe benefits received from your employer in 2020/21. This will be detailed on a Form P11D, provided by your employer. Please provide a copy. If no benefits were received, ignore this section.

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  •  
  • SELF EMPLOYMENT

    SELF EMPLOYMENT
  • 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.      

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  • 2nd Copy of SELF EMPLOYMENT

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  • 3rd Copy of SELF EMPLOYMENT

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  • 4th Copy of SELF EMPLOYMENT

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  • PENSION INCOME & BENEFITS

    PENSION INCOME & BENEFITS
  • Please tell us which of the following types of pension income or benefits you received in 2020/21 and the amounts:

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  • UK SAVINGS & INVESTMENTS

    UK SAVINGS & INVESTMENTS
  • OTHER INCOME

    OTHER INCOME
  • Please tell us about any other income you received in the 2020-21 tax year. Tick all the boxes below which apply and provide details of amounts received.

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  • UK PROPERTY

    UK PROPERTY
  • Please enter details of your income from land and property in the UK and furnished holiday lettings within the European Economic Area during the year ending 5 April 2021. 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:

  • RENTAL INCOME FROM UK LAND OR PROPERTY

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  • FURNISHED HOLIDAY LETTINGS IN THE UK AND EEA.

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  • CAPITAL GAINS

    CAPITAL GAINS
  • 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 of in the 2020-21 tax year.

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

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  • TAX ADJUSTMENTS

    TAX ADJUSTMENTS
  • We need to consider adjustments from other tax years which may increase or decrease your 2020-2021 tax.

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  • BANK DETAILS - REFUNDS

    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.

  • DECLARATION

    DECLARATION
  • The information provide by you will be used to complete and file the 2020/21 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.

  • PAYMENT

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