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Income Category Checklist

If you are sending information by fax or post rather than email then please include a printout of this checklist, a signed copy of the terms and conditions together with copies of all relevant income paperwork as described under your chosen income category for the period 6th April 2008 to 5th April 2009 to:

Giltinan and Kennedy
Tax Return Service
16 Newhouse Business Centre,
Old Crawley Road,
Faygate,
West Sussex
RH12 4RU

Otherwise please complete the personal information section, tick your selected categories and click on the button below to email us this checklist and we will start processing your tax return.

Personal Information
Full Name
Full Address
Telephone Number
Mobile Number
Fax Number
Email Address
National Insurance Number
Tax Reference Number
Date of Birth Day Month Year
Male or Female Male Female
Marital Status
Date of Marriage Day Month Year
Spouses Full Name
Spouses Date Of Birth Day Month Year
Are you resident in the UK? Yes No
Employment
Occupation
Form P45 or P60 for each employment
Form P11D for each employment
PAYE Notices of Coding
Details of any employment expenses claimable
Director and/or shareholder in the company?
Partnership income
Details of partnership income
Details of partnership tax paid
Details of profit share ratios
Details of individual partners
Partnership accounts ending in the tax year
Rental income (for each property)
Address of rented property
Amount of rental income received
Details of rental expenses
Letting statements
Mortgage interest statements
Furnished or Unfurnished?
Jointly owned?
Any losses brought forward?
Foreign income
Details of your foreign income
Share options
Details of share options exercised and sold
Contact notes
Pension income
P60 from any pension income
Details of any state pension received
Interest and dividends
List of building society and bank interest received
List of dividends received
Any other investment income statements
Self-employed
Occupation
Date of start of business
Name and address of business
Accounts ending in the tax year
Details of private proportions of expenses
Details of capital allowances
Details of any losses brought forward
Details of any CIS tax paid in year
Capital gains
Details of disposal where gain is more than £9600
Details of purchase price and date of purchase
Details of sale proceeds and date of sale
Nature of asset disposed of - business or non-business
Any losses brought forward?
Non-resident
Details of days in the UK from 6th April 2008 to 5th April 2009 (supported by documentation)
Ordinarily resident in the UK in 2007/08 or 2008/09?
Country of nationality
Country of residence
Intend to live outside the UK permanently?
Income from trusts
Occupation
Form P45 or P60 for each employment
Form P11D for each employment
PAYE Notices of Coding
Details of any employment expenses claimable
Director and/or shareholder in the company?
Additional information
Details of contributions to a personal pension
Details of other taxable income
Details of any other payments qualifying for tax relief
Details of any payments on account already paid for 2008/2009
Details of payments to any retirement annuity contracts
Any other relevant details not mentioned above
Method of payment (to be agreed in advance)  
Cheque  
Bank Transfer  
I have read and understood the terms and conditions.