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Client Resources.

Tax return information 2020/21

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