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What do I need to send for TAX EXPRESS to carry out my FREE tax health check?

Here is a list of the information needed for your FREE tax health check.  You may find it useful to print it out.  It covers the most common types of income and deduction.  The earliest year you can claim for is 1997/98 (year ended 5 April 1998).  If you are not sure what is needed, please ask for help.

Personal allowances

 
  1. Your full name.
  2. Date of birth.
  3. National Insurance number.
  4. Tax reference (eg. 948/D456).
  5. Self Assessment reference (10 digit number)

If you are married, the same details are needed for your spouse even if they do not need to fill in a tax return.

 

 

 

Employment (PAYE, Schedule E)

 
  • Your form P60, or else your last payslip for the tax year (month 12 or week 52).
  • Forms P45(1a) if you had more than one employment during the year
  • Copy of form P11D (or P9D) if you received any benefits in kind (eg. company car, private medical insurance).
  • Expenses or subscriptions paid in connection with the employment.

 

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Self Employment (Schedule D)

 

Normally, this will be your trading accounts ending in the tax year. Please ask for advice on what is needed.

 

 

 

State retirement pension

 

The weekly, four weekly or quarterly amount received, excluding the Christmas bonus that is not taxable!

 

 

 

Other pensions

 

The form P60 or pension statement for the tax year.

 

 

 

Income from property

 

The amount of rent received and expenses paid for each property, and the type of letting, ie. furnished, unfurnished or furnished holiday letting. If a loan was used to buy the property, get a form MIRAS 5 from the lender to claim relief for the interest paid in the tax year.

 

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Bank and Building Society interest

 

Most provide a tax year summary or certificate. If not, ask for a certificate of deduction of tax for each account for each tax year. Remember to include accounts opened and closed during the year.

 

 

 

National Savings

 

Not all National Savings are taxable. The ones that are issue statements for tax purposes, except Ordinary and Investment accounts. Get the books made up to date to see the interest credited on 31 December each year.

 

 

 

Dividends

 

The tax vouchers for each payment made during the year. This includes stock dividends where extra shares or units are issued instead of a cash payment.

 

 

 

Mortgage interest paid

Get a certificate of mortgage interest paid (form MIRAS 5) from the lender for each tax year.

Pension premiums paid

 

The actual amount of premiums paid in the tax year for each policy.

 

 

 

Capital Gains Tax

 

For each asset sold (share, unit trust, property, etc.), the date and cost of purchase, the sale proceeds, expenses of sale and date sold. This can be very complex, so please ask for advice.

 

 

 

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