The information that is required on Personal Tax Forms varies from person to person, however, it is most likely that most of the personal tax forms that are completed each year will include some basic financial information
Other information that is included will very much depend upon your personal circumstances and your different forms of income, however for a basic tax return the most common types of financial information that you would supply are as follows:
Employment
Copy of the P 60 given to you by your employer (or last P45 if you were not working on 5th April)
This should be provided to you by your current employer within two months of the tax year end (5th April)
Interest received
Net ………….. Tax ………….. Gross………………….
Names on account ……………………. ………………………..
Dividends received
Company……………………………….
Net ………….. Tax credit ………….. Gross………………….
Names on Holding ……………………. ………………………..
Any Other Income
Details …………………………………………………………………………………..
All the information that we need can be provided in one of our easy to understand pro formas which can be downloaded from our main web page at PGA Self Assessment
Alternatively call us to discuss your requirements on 01666 822256
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In addition to the basic information above, Property Landlords are required to complete a self assessment return and include details of their property profits or losses, more information regarding Landlords Tax Returns can be found on our other Landlords Tax Pages