Please complete these forms and provide backing documents or use as an Aide Memoire. If the
return information is not submitted to us by the 30 September 2009 our fees are likely to increase.
***** Please Advise us of Your Email Address*****
SELF EMPLOYMENT Please include invoices and receipts for the year even if not received/ paid
Fees }Please forward Payment Slips / Invoices / } please forward
Expenses }details for } your accounting & VAT
Royalties }your accounting Royalty Statements / } records
Other }year, if Cashbook / Bank statements } as appropriate.
Partnership }different
Overseas Earnings / Grants / Expenses Dates / Contract / Vouchers / List of days abroad
State / Widow's Pension Also Widowed Mother's Allowance
Jobseeker's Allowance / Other Benefits eg Invalid Care Allce / Taxable Incapacity Benefit / Industrial Death Benefit
Pension: Former Employer P60 / Payment advice
Pension: Other Include Personal and Overseas Pensions and Retirement Annuities
Please advise current rates for each pension received
EXPENDITURE
Please forward your accounting records Comments / Detailed Lists / Evidence
and VAT Returns if appropriate Please forward for your accounts year, if different
Cost of Sales & Direct Costs
Employee Costs include also professional assistance
Premises Costs
Repairs
General Administration Expenses include separate lists to include Computer software, postage, stationery
telephone, photocopying
Motor Expenses (Employment) Business Mileage / Total Mileage Capital costs of car Running costs
Travel and Subsistence show overseas costs separately
Advertising, Promotion, Entertaining
Professional Assistance
Legal & Professional include accountancy
Bad Debts Please give details
Interest & Other Finance Charges
Other
Fieldwork Expenses
Professional Subscriptions Forward Detailed Lists
Books & Journals Forward Detailed Lists
Conference Expenses Continued over
EXPENDITURE (Cont) Comments / Detailed Lists / Evidence
Type of car & c.c. Also cost / date purchased / repairs
Professional Mileage (Business)
Capital Items Including Computers, Furniture, Shelving, Office Equipment etc.
(Please state date(s) incurred)
Study Allowance - Heat & Light
Rent if any (paid to Landlord)
Council Tax but not Water Rates / Sewerage
Cleaning
House Insurance Buildings & Contents
Decorating Specific to Study
No. of Main Rooms i.e. omitting bathrooms, lavatories and entrance halls
Other expenses not included above Provide Full Details
ALLOWANCES
Marriage Partner's name Allowance only due if Self / Spouse born before 06.04.1935
Tax Credit Forward details, Child Tax, Working Tax, Child Care
Student Loan Repayments
Venture Capital Trusts
Community Investment Tax Relief
Enterprise Investment Scheme
Any other income / expenses / claims
CAPITAL GAINS
Dates of Disposal and Acquisition / Costs / Asset e.g. Property, Land, Shares, Chattels
Overseas Gains
Proceeds / Contract Notes / Costs / Documentation
RESIDENCE & DOMICILE If you consider that you are not resident or not domiciled in
the UK please give details
NOTES
1 Please forward all relevant backing information e.g. bank / credit statements, receipts / invoices / computer summaries
3 Please advise us of any changes to your tax position as soon as possible rather than waiting until the end of the tax year.
4 If you want any tax repayment to be paid to a nominated charity as gift aid please advise.
5 If not already advised a note of your marital status, date of birth, and your children's dates of birth.
7 Non Domiciled Individuals should give details of their Worldwide income (whether remitted or not)
Signed………………………………………………………………….