||You only need to enter Employment Income if income received from any employment for which we did not process the payroll and Employer's end of year returns for the 2015/2016 tax year.|
You will need your P60 / P45 or last payslip for 2015/2016 for each relevant employment. If expenses were reimbursed or you received any benefits from a relevant employment you will also need your P11D.
|Self Employment Income
||This section needs to be completed if you carried out a business as an individual rather than working through a
You will need details of your income and expenses for the accounting year that ended in 2015/2016. If you need help preparing
accounts for any self-employment please contact us.
|Bank or Building Society Interest
||This section needs to be completed if any interest was received during 2015/2016 from banks or building
societies. You do not need to include interest on ISA accounts.|
You will need your bank / building society interest certificates or statements for the tax year.
||This section needs to be completed if dividends were received from UK companies other than your
own limited company. If you have recently moved to CDJ Online from another Accountant we may not have received the dividend information
for 2015/2016 from your previous accountant. Please either contact us to see if we have the information or include the dividend information.|
You will need your dividend vouchers for the tax year.
|Social Security Income
||This section needs to be completed if any social security income was received
during 2015/2016. Please include all social security income,including Child Benefits, we will identify whether or not the income
received is taxable.
||This section needs to be completed if any income was received from property during 2015/2016.|
You will need details of the property income and any related expenditure. If you need help preparing income and expenditure property
accounts please contact us.
|Personal Pension Contributions
||This section needs to be completed if you personally made contributions into an approved pensions
scheme. Do NOT include pension contributions made by your limited company.|
If you are not sure what your total net contributions were in 2015/2016 please contact your financial advisor.
||Payments under Gift Aid for higher rate tax payers will result in some tax relief. From 6 April 2003
you can make gifts of any amount under Gift Aid so long as you have given an appropriate declaration to the charity. Payments made under
Deeds of Covenants made before 6 April 2006, are automatically treated as if they fall within Gift Aid. Deeds of Covenant set up after
6th April 2003 will only be tax effective if an appropriate Gift Aid declaration has been given to the charity.|
Do NOT include amounts donated through an Employer's Payroll Giving Scheme
You will need details of any charitable donations made during the tax year.
||This section needs to be completed if you have disposed of any assets in the tax year.|
You do not need to complete this section if the asset disposed of was your own home (main place of residence).
However, if you made a loss on the disposal of assets, please include the details.
You will need details of the sale price / purchase price and any related disposal and acquisition costs. Please contact
us if you need help with this section.
|Names/Dates of Birth of Children
||Please include the names and dates of birth of your children. We will check to see if you
are entitled to Children's Tax Credit. Please advise us of any child benefits received by you or your spouse during the 2015/2016 tax year.|
If any of the children are not living with you please say so.
||This Tax Return data collection questionnaire is designed to collect all the information
that we know is relevant to our clients. However if your circumstances have changed or you are a new client there may be
other information that you think is relevant.|
If there is anything else you want to tell us please include it in this section.