The form below will only take a few minute to complete
and will allow us to prepare a quotation based on the
information you provide. All details in bold are
required.
| Employments |
|
| P60
certificate of pay & tax |
|
| P45
leavers certificate of pay & tax |
|
| P11D
benefits and expenses |
|
| Records
of benefits from third parties |
|
| Receipts
for allowable expenses |
|
| Records
to support claims to restrict assessable benefits,
eg. mileage records |
|
| Coding
notice |
|
| Pensions |
|
| P60
/ receipts |
|
| Lump
sum receipt details |
|
| Details
of state benefits received eg. benefits book, annual
increase statement |
|
| Savings
Income |
|
| Interest
Certificates from banks and building societies or
copy statements/passbooks |
|
| Interest
Statements from National Savings |
|
| First
Option Bond Receipts |
|
| Dividend/Interest
Vouchers from companies and Unit Trusts |
|
| Rental
Income |
|
| Details/receipts
for each property of: |
|
| Rental
income |
|
| Bad
debts |
|
| Expenses
incurred including repairs, decorating, rates,
agents fees etc. |
|
| Certificate
of interest paid on loans for purchase or
improvements (MIRAS 5) |
|
| Capital
Expenditure on improvements |
|
| Income
from Abroad |
|
| Receipts
/vouchers for income and details of any foreign tax
deducted/paid |
|
| Income
from Settlements and Estates |
|
| Certificates
of tax deducted (Forms R185 etc.) |
|
| If
no R185, details of income and vouchers/receipts
etc. |
|
| Other
income |
|
| Records
or receipts for: |
|
| Alimony
or maintenance |
|
| Bond
withdrawals/Chargeable Event Certificate |
|
| Capital
Gains
|
|
| Contract
notes for purchases and sales |
|
| Documentation
for other capital receipts eg. vouchers, contracts,
completion statements, correspondence etc.
|
|
| Claims
for Allowances and Reliefs
|
|
| Pension
Receipts / Form PPCC, SEPC |
|
| Certificates
of interest paid (other than home loan in MIRAS) |
|
| Maintenance
/ alimony payment details |
|
| Venture
Capital Trust Certificates |
|
| Enterprise
Investment Scheme Certificates |
|
| Copies
of Covenants made / Certificates given |
|
| Copy
Gift Aid Certificates |
|
| Trade
Union / Friendly Society Contribution slips |
|
| Receipts
for tax paid |
|
| Self
employed accounts |
|
Thank you for taking the time to complete this form.
Now press SEND to submit you details to us.
