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Monies withdrawn from life assurance policies/bonds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