Client Resources.

Income information and type of document(s) required (if applicable):

All employment income

• P60s
• P45s

Benefits in Kind and Expenses

• P11D
• Any other supporting documentation

Interest: UK and Foreign:

Please provide details of all interest from all bank accounts no matter how small)  (ISA interest does not need to be reported)

• Interest certificates
• Investment portfolios
• R185 certificates for CT61 interest

Dividends: UK and Foreign

• Dividend vouchers
• Investment portfolios

Self Employment

• All details of income and expenditure relating to the 2020/21 tax year or to your yearend within the 2020/21 tax year
• Any grant income received e.g.SEISS (this is very important as the income is taxable)

Pension income (to include personal pension income and state pension)

• P60s
• Statements

Rental income and Foreign property income

• All details of rental income and expenditure

Gains on Life Assurance Policies and chargeable events

• Certificate(s)

Share Schemes

• Any share options acquired.
• Employee Management Incentives (EMI)
• Employee Shareholder.

Child benefit

• No of children
• Amount of child benefit received

Relief Information:

Pension contributions made

• Payslips covering the full tax year
• Details of whether the pensions contributions are Relief at Source (RAS) or Net Pay Arrangements (NPA).
• Details of employer contributions

Charitable donations/ gift aid

• Details of all amounts

Business Investments

• EIS, SEIS, VCT and SITR Certificates

Other information:

• Student loan details
• Up to date bank details for any repayment that may be due to you
• Tax code notices
• Any taxable state benefits
• Any other information that is relevant to your personal tax return circumstances