TAX RETURN INFORMATION COVERING THE YEAR
FROM 6TH APRIL 2005 TO 5TH APRIL 2006

Client's name  (Title - Initials - Surname)  .............................................................

Please print off, complete and return this form.       

INCOME

Earned Income
 

1

Were you employed by anyone during the year under PAYE (Pay as you earn), i.e. as an  employee, director  or agency worker.
If so please let me have your form P60.
                                 

Yes / No

2

If you were employed you should have received, or will receive a new PAYE
coding notice for the year 2006/2007,  please can you let me have a copy of this.
 Please also forward a copy of any other coding notices received. 
 

Enclosed
Yes / No

3

Did you receive any benefits in kind, company car, BUPA etc - please let me have form P11D.  The P11D forms should be issued to you by your employers by the middle of July. 
 

Yes / No

4

Did you have any taxable income from share options etc.
 

Yes / No

5

If you were self employed last year please confirm this has continued throughout 2005/2006.

Yes / No

Investment Income
 

6

Did you receive any rent or income from land or property either in the UK or abroad. If “Yes” please provide the following information:-
 

Yes / No

(a)   Please give the address of the property rented

............. ………………………………………………

(b)  Is the letting merely a room in your own home ?     Yes / No

(c)     If your answer to (b) is yes, was the rent less than
         £4250 per annum                 Yes / No

If yes you need not answer (d) to (k)

(d)  The date you started letting  during this tax year

 …../……       ….../……

(e)   Gross income for the tax year, (before expenses and excluding
       deposits held)    £   …………

(f)     Do you use a letting agent              Yes / No

If yes please provide the monthly or annual statements,
they should provide.

(g)     A list of expenses for the tax year.

(h)     Please confirm the accommodation is residential   Yes / No

(i)      Is the accommodation furnished     Yes / No

(j)      Is there a mortgage on this property     Yes / No

(k)     If you do have a mortgage/loans for the purchase or  improvement
work on the property please obtain the loan interest certificates for the
tax year 2005/2006 from the lender.            Enclosed                Yes / No

7

Did you have any taxable income from overseas, pensions or benefits.
 

Yes / No

8

Did you receive any income from trusts, settlements or the estate of a deceased person.  (if yes please provide full details).

Yes / No

Capital Gains
 

9

Have you disposed of any property other than your main residence.
 

Yes / No

If yes - do all assets sold exceed sales proceeds of £34,000.
(If yes provide full details below:)

Is your overall gain on the sale of assets in excess of £8500.
(If yes provide full details below:)

Yes / No

10

Do you claim to be a UK resident.
 

Yes / No

11

Do you have interest on savings and investments.
Please complete the following chart.

Yes / No

12

Have you received dividends from shareholdings
Please complete the chart. 

Yes / No

13

Did you receive any state pension, or private pension.
If yes please provide details including the amount(s) received from each source. Please also forward the Form P60 reflecting this info if avail.

Yes / No

14

Did you receive any social security benefits ( exclude child benefit)
If so please give details below:

Yes / No

15

Did you receive any taxable maintenance or alimony.
If so please give details below:

Yes / No

16

Did you cash in any life assurance policies or investment bonds.
 If so please forward any documentation held.
 

Yes / No

17

 Have you had the use of any land, property or chattels that had previously been given away by you but which you still have the right to use.
This relates to the recently introduced   "pre-owned assets" tax charge introduced from 6th April 2005.                                                     

Yes / No

18

Did you receive any other income from elsewhere.  Please provide full details.

Yes / No

Allowances
 

19

If you paid subscriptions to professional bodies during the year please advise.

Yes / No

20

Do you have any other loans on which you feel you may be able to claim tax relief.  (detail below)

Yes / No

21

Do you pay into a personal pension scheme.
(if yes provide details on each policy below)

* enter either PP for Personal Pension or RA for Retirement Annuity

Yes / No

22

Did you make any payments to charity by deed of covenant?
(If yes please give details below)

Yes / No

23

What is your current marital status?
Married / Single / Divorced/ Separated / Widowed   ……………………
 

24

For this year you can only claim the married couples allowance
if you or spouse was over 65 years of age before 6/4/2000.
Therefore if appropriate please give your spouse’s Christian name
and date of birth.   ……………………      ……../……../…….
 

25

Were you liable to make Student loan repayments during the year ending
6th April 2004.
 

Yes / No

26

Please advise if you have changed your address

 Yes / No

27

If there have been any other changes in your circumstances please forward full details.
 

 Yes / No

Return this form and supporting documentation to:

TOP FIVE ACCOUNTANCY SERVICES LIMITED
No.1 Rathbone Close, Coalpit Heath,Bristol,
South Glos BS36 2TW
Telephone: 01454 852486  Mobile: 0796 6295 842