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Employment Income
Did you receive any income?
Do you have a p60 or P11d
Pension Income
Did you receive any income?
Do you have a p60 or P11d
Bank Interest
Did you receive any income?
Do you have an Interest Certificate?
Dividends
Did you receive any income?
Do you have an Interest Certificate?
Rental Income
Did you receive any income?
Do you have the Income / Expense Invoices?
Self Employment
Did you receive any income?
Do you have the Income / Expense Invoices?
Partnership
Did you receive any income?
Do you have a Partnership Return?
Trust Income
Did you receive any income?
Do you have a Trust Return?
Foreign income
Did you receive any income?
Do you have documentation for your income?
EIS / SEIS /VCT Investments
Were any investments made in year?
Do you have documentation for your income?
Capital Gains Tax
Were any investments made in year?
Do you have documentation for your income?
Gift Aid
Were any donations made during the year?
Was the gift aid box ticked?
Do you have the donation certificate?
Pension Compensation
Were any contributions made during the year?
Do you have any documentation?
Interest Paid On Qualifying Loans
Have you taken out a qualifying loan?
Do you have any documentation?
Life Insurance Gains
Did you receive income from a life insurance policy during the year?
Do you have any documentation?
Residency Status
Are you domiciled in the UK?
Were you resident of the UK during the tax year?
Student Loan
During the year, were you required to repay a student loan?
Child Benefit
During the year, did you receive any child benefit?
Any Other Income

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