Employment(s) (all employments in the year)
Salary and tax paid
- P60 or P45 showing gross salary, tax deducted and student loan deductions
Benefits and expenses
- Employer’s P11D showing all taxable and other benefits
Pension Income
Occupational
- P60 or Certificate of Pension paid
State pension
- Pension received and notification letter
Other taxable benefits
- Amounts received including taxable lump sums
Self Employment/Partnership
Business profits/losses
- Business records if not already provided
- Partnership interest income and tax deducted
- Other partnership income
Investment Income (include your share of income from joint accounts)
Interest from banks and building societies
- Certificates of interest received and tax deducted
Dividends from UK companies/unit trusts including shares/units in lieu of dividends
- Dividend/distribution vouchers showing dividend received, date and tax credit
Income from trusts, settlements, Deeds of Covenant and estates
- R185 or certificates of income and tax deducted
National Savings interest received gross
- Statements of interest received
Interest from banks or building societies, received gross
- Statements of interest received
Income from property
- All income and expenditure, including mortgage interest statements
Overseas income – dividends and other income
- Dividend vouchers and documentary evidence of other income
Other Income
Monies withdrawn from life assurance policies/bonds
- Chargeable Event Certificate from life assurance company
Outgoings
Employment expenses
- A list of tax deductible expenses e.g. professional subscriptions, travelling expenses
Pension contributions paid by you
- Payments made (dates, amounts, policy details) and copy documentation
Qualifying loans and mortgages
- Lender’s statements showing interest paid and tax relief given
Gift Aid or Deed of Covenant payments
- Gift Aid payments (charity, date and amount) and covenant details
Student Loan repayments
- Payments made (amounts and dates) and copy statement showing balance at 5th April
Other payments qualifying for tax relief
- Payee, amount, date of payment and reason/description
Capital Transactions (please provide any relevant documentation)
- Disposal of only or main residence if partly used for business or over half hectare of ground
- Disposals where gains exceed £11,000
- Capital losses to be claimed
- Shares/securities bought, sold or take-overs (company name, dates and amounts)
- Share options
- Property acquisitions and disposals
- Other chargeable disposals, e.g. personal property/effects worth over £11,000