[Fast Tracked} Easy Tax Returns - Tax Return Preparation Records Checklist

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Circumstances & Income		Claiming Tax Allowances		Protection Of Tax Risk & Penalties

Your Circumstances or Income In Case Anything Has Changed
Name
N/A

First Name Required Last Name
Phone *
N/A
Email *
N/A
During the tax year...
I was employed or was a director of one company *
N/A
Please upload P45 or P60
N/A
Upload file
I had some employment benefits (healthcare) *
N/A
Please upload P11D or supporting paperwork
N/A
Upload file
I received pension income (including the state pension) *
N/A
Please upload P60 from the pension provider
N/A
Upload file
I had dividend income from shares *
N/A
Please upload Dividends voucher from the company
N/A
Upload file
I received self employment or partnership income *
N/A
Please upload Income and expenses summary (excel)
N/A
Upload file
I was a subcontractor and received CIS income *
N/A
Please upload Annual CIS voucher or statement with tax deducted
N/A
Upload file
I had some rental income *
N/A
Please upload Property Income and expenses summary (excel)
N/A
Upload file

Claiming Tax Allowances For You
I also had...
Had shares options or more than 1 employment *
N/A
Please upload P45, P60 or share documentation
N/A
Upload file
Had some employment related expenses *
N/A
Please upload Receipt or evidence of the expenses
N/A
Upload file
Received, either jointly or in my sole name, bank interest and other savings income *
N/A
Please upload Annual Bank Interest Certificate
N/A
Upload file
I worked abroad or was not resident in the UK for the whole of the year? *
N/A
Please upload Foreign P60, tax statement or documentation
N/A
Upload file
I made pension contributions personally? *
N/A
Please upload Documentation from pension provider
N/A
Upload file
I donated money personally to UK charities? *
N/A
Please upload Gift aid documents
N/A
Upload file
I invested in tax efficient investment schemes (SEIS or EIS) *
N/A
Please upload Tax certificates from the investing company
N/A
Upload file

Protecting You Against Tax Risk and Penalties
Did you...
Receive state benefit including job seekers and carers allowance *
N/A
Please upload P60 or documents from the job centre
N/A
Upload file
Receive or had income from abroad? *
N/A
Please upload Foreign tax statement or documentation
N/A
Upload file
Receive money from a Trust or from Inheritance? *
N/A
Please upload R185 or other documents from Trustees
N/A
Upload file
Had some income from selling my property, shares and/or other assets? *
N/A
Please upload Purchase and Sales Completion Statements
N/A
Upload file
Receive any child benefit? *
N/A
Please upload No of children and total amount received in tax year
N/A
Upload file
Have an outstanding student loan? *
N/A
Please upload Letter from the student loan company (if you have it)
N/A
Upload file
Receive any tax refunds during the year? *
N/A
Please upload Tax refund letter or calculations
N/A
Upload file
Is there anything else to tell us to complete your return accurately?
N/A

Use the box below to provide further information
Any other supporting documents you'd like to add?
N/A
Upload file

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