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Personl Detail Employment Self Employment UK Property Dividend Inc Interest Income Pensions etc

Title:
Surname:		First Names:
Unique Tax Reference (UTR):		National Insurance No.
Tel:		Email:
Address:
Post Code:
Your Tax office referece (if known):
Sources of Income:
Employment	Self Employment	UK Property
Dividend Income	Interest Income	Capital Gains

UK Pensions Annuties and other State Benefits
Title:

Employment Income:

If you were an employee, director, office holder or agency worker in the year to April 2013, then you need to complete emploment pages. Fill in a separate Employment page for each employment, directorship, etc. On each emploment page you complete, enter any other payments, expenses or benefits related to that employment. Say how many Emploment pages you are completing in the number box below.

Number of Employments:

Employment
Employer Name:		PAYE Tax Ref of your Employer: /
Pay from this employment:		UK tax paid
The total from your P45 or P6 (before tax)		In this job
Benefts in kind
Company Cars and Vans		Goods and other assets provided by emloyer
Total cash equivalent amount		Total cash equivalent amount
Fuel for company cars:		Total of other benefits:
Total cash equivalent amount		Total cash equivalent amount. Include Medical insurance, vouchers, accomodation etc
Employment Expenses:
Business travel and business		Professional fee and subscriptions
subsistence Expenses
Fixed deductions for expenses		Other expenses
Total cash equivalent amount		Total cash equivalent amount. Include Medical insurance, vouchers, accomodation etc
Employment 2
Employer Name:		PAYE Tax Ref of your Employer: /
Pay from this employment:		UK tax paid
The total from your P45 or P6 (before tax)		In this job
Benefts in kind
Company Cars and Vans		Goods and other assets provided by emloyer
Total cash equivalent amount		Total cash equivalent amount
Fuel for company cars:		Total of other benefits:
Total cash equivalent amount		Total cash equivalent amount. Include Medical insurance, vouchers, accomodation etc
Employment Expenses:
Business travel and business		Professional fee and subscriptions
subsistence Expenses
Fixed deductions for expenses		Other expenses
Total cash equivalent amount		Total cash equivalent amount. Include Medical insurance, vouchers, accomodation etc

Self Employment:

Name of business:		Description of business:

Business address post code
If your busienss started after 05.04.2012		If your busienss started after 05.04.2012
The total from your P45 or P6 (before tax)		In this job
If your busienss started after 05.04.2012
read notes
If your business name, address or description has changed during the year, please provide details
Business Income

Your Turnover:		Any other inomce;
takings, fees, sales or money earned by business		Exclude business start up allowance

Allowable Expenses

takings, fees, sales or money earned by business
Cost of goods bought for resale		Accountancy and other legal fees
Car, van and travel expense		Financial Charges (Interest, bank, credit cards etc)
Wages, salaries and other staff costs		Stationery, phone, fax or other office exps
Rent, rates, power and insurance		Other allowable expenses
Repairs and renewals of property and equipment		Total Allowable Expenses
Total Taxable profit or loss
Net taxable profit or loss for tax purposes

Property Income

Uk property details

Number of properties rented out		If all property income ceased in 2012/13
		please tick the box
Furnished holiday lettings (FHL)
Income
rents received or any other services provided to tenants
FHL Expenses:
Rent paid, repairs, insurance and cost of service provided		Legal, management or other professional fees
Loan interest or other financial charges		Other allowable property expenses
Total profit / (loss) from FHL
Property Income
Total rents and other income from properties		Any tax taken of from rental income
Property Expenses:
Rent, rates, ground rent, isurance etc.		Legal, management or other professional fees
Property maintenance and renewals		Cost of services provided, including wages
Loan interest and financial costs		Other allowable property expenses
10% wear and tear allowance		Losses brought forward from last year
Profit/ (loss) for the year

UK Pensions Annuties and other State Benefits

State Pension
the gross amount shown on your pension statement

State Pension lump sum		Tax taken of state pension lump sum
Pensions (other than state pensions)		Tax taken of other pensions annuaties and
annuaties and taxable triviality payments		triviality payments
give details of the payers, amounts paid and tax deducted in the following box

Taxable Incapacity Benefit and contribution-based		Tax taken off Incapacity Benefit
Employment and Support Allowance
Jobseeker’s Allowance		Total of any other taxable State Pensions and benefits
Total Pensions
Total Pensions

Source 1:
Name of Company
Amount Received
Source 1:
Name of Company
Amount Received
Total Dividends income for the year

Interest Income
Net amounts (after tax) received from 06.04.2012 to 05.04.2013
Amount Received
Total Interest income for the year

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01274 421122

Employment Income:

Employment

Benefts in kind

Employment Expenses:

Employment 2

Benefts in kind

Employment Expenses:

Self Employment:

Business Income

Allowable Expenses

Total Taxable profit or loss

Property Income

Uk property details

Furnished holiday lettings (FHL)

FHL Expenses:

Total profit / (loss) from FHL

Property Income

Property Expenses:

Profit/ (loss) for the year

Dividend Income

Source 1:

Source 1:

Interest Income

Interest Income

Total Interest income for the year

UK Pensions Annuties and other State Benefits

Total Pensions

Total Pensions

London

Yorkshire

rents received or any other services provided to tenants Do not include tax credits
Number of Dividend income sources

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Employment Income:

Employment

Benefts in kind

Employment Expenses:

Employment 2

Benefts in kind

Employment Expenses:

Self Employment:

Business Income

Allowable Expenses

Total Taxable profit or loss

Property Income

Uk property details

Furnished holiday lettings (FHL)

FHL Expenses:

Total profit / (loss) from FHL

Property Income

Property Expenses:

Profit/ (loss) for the year

Dividend Income

Source 1:

Source 1:

Interest Income

Interest Income

Total Interest income for the year

UK Pensions Annuties and other State Benefits

Total Pensions

Total Pensions

London

Yorkshire

Call Now
0207 1234561
01274 421122