Francis Maxwell

In order to complete your tax return for the year to 5th April we will need the following information:

• Your form P60 from your employer for the year ended 5 April.
• If you received any benefits and/or expenses, other than salary (e.g. Private medical insurance, company car etc.) then your employers would have given you a copy of a P11D form. We will need to see this form.
• Details of any interest received on any current account or savings account in either your sole or in joint names with someone else for the year to 5 April. If in joint names, please let us know the split if it is not 50/50.
• If you invested in shares then we will need details of any dividends received for the year ended 5 April. If you disposed of any shares in that year then we will also need details of the acquisition cost and disposal proceeds relating to each disposal.
• Have you invested in property and/or received rent in the year to 5th April? If so, we will need all the details of income and expenditure on the properties and information as to whether they are furnished or unfurnished.
• Please let us have details of any contributions you made to a personal pension scheme in the year to 5th April. (We do not need details if you paid into a company scheme through your payroll).
• Details of any other source of income from any other business.
• Proceeds from the sale of any item that may have led to a profit of more than the Capital Gains Tax exempt amount (£10,100 for year to 5 April 2011).
• Details of anything you consider could be allowable against tax. If you have any doubt please let us have the information so we can determine its status.

Please contact us if you have any queries on the information we will need to complete your Self-Assessment Tax Return