Annual Tax Return Questionnaire – 0809

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					       Annual Tax Return Questionnaire – 08/09                         1



Client name




                         Information Required               Comments
                              08/09




Employment        P60 or P45
Income            P11D
                  2008/09 PAYE Coding notice
                  Redundancy pay off and any
                  payments in lieu of notice
Share schemes     Details of income received

Self-employment   Accounting paperwork for your
                  accounting year that ended between
                  6/4/08 & 5/4/09. Please also see
                  enclosed note about working from
                  home.
Partnership       Accounting paperwork for your
                  accounting year that ended between
                  6/4/08 & 5/4/09
Rental property   Accounting paperwork for year ended
                  5 April 2009

                  Mortgage statements detailing interest
                  paid if you are renting out a property
Foreign income    Details of overseas dividends, pensions
                  and other income

Trust income      Details of any income received

Capital gains     Details of assets disposed if gains
                  exceed £9,600 (excluding principal
                  private residence)
Non-residence     Did you spend less than 182 days in
                  the UK during the tax year? When did
                  you arrive in the UK? How many days
                  did you spent in the UK during 07-08
                  (excl days of arrival & departure). How
                  many days you spent in the UK since 5
                  April 2005.
      Annual Tax Return Questionnaire – 08/09                             2



Client name




                           Information Required                Comments
                                08/09




Pensions          Details to be provided if you invested
                  more than £235,000 in your pension or
                  started to draw on your pension fund
                  which was worth more than £1.75
                  million. You should have received
                  paperwork from your pension provider
                  if there has been a taxable event in the
                  year.
Interest income   Details of bank and building society
                  interest received along with interest
                  certificates
Dividend          Dividend vouchers
income
Pension income    Annual P60 from pension provider and
                  details of state pension received
State benefit     Details of state benefits received e.g.
                  incapacity benefit (to exclude child
                  benefits, working tax credit and child tax
                  credit)
Gains on life     Chargeable event paperwork from
assurance         provider
policies
Pre-owned         Do you still derive a benefit from an
assets            asset that you used to own? Or have you
                  ever given money to someone to
                  purchase an asset from which you now
                  derive a benefit? For instance, have you
                  sold your house to other family members
                  but continue to live there? If so, there
                  may be a pre-owned assets charge, so
                  please provide details.
Pension &         Certificate from pension provider
retirement
annuity
contributions
     Annual Tax Return Questionnaire – 08/09                              3



Client name




                            Information Required               Comments
                                 08/09




Subscriptions to   Certificate detailing the investment
Venture Capital
Trusts and
Enterprise
Investment
Scheme
Gifts to charity   List of gifts made
made under gift
aid
Gifts and assets   If you have given away any more than
                   £3,000 in assets or cash during the year,
                   please supply the name and address of
                   the doner, details of the assets gifted,
                   date of transfer and any documentation
                   that you have. This information is useful
                   for us to build up a history on your
                   behalf for inheritance tax purposes.