YEAR 2010 TAX RETURN CHECKLIST
INCOME FOR THE YEAR ENDED 5 April 2010

		2010 TAX RETURN FORM, IF RECEIVED, OR NOTICE TO COMPLETE A RETURN
		INCOME FROM EMPLOYMENTS (and expenses e.g. subscriptions) (Please send in P60 form and copy P11D showing details of benefits in kind and confirmation of expenses)
		INCOME FROM PENSIONS (Please send weekly rate of state pension and certificate of other pensions received)
		RENTAL INCOME (Please send all income and expenditure vouchers)
		BANK/BUILDING SOCIETY INTEREST (Please send certificates of interest)
		DIVIDEND/OTHER INTEREST (Please send all counterfoils)
		INCOME FROM TRUSTS (Please send details)
		INCOME OF SURRENDER OF CERTAIN LIFE INSURANCE POLICIES (Please send details including all chargeable event certificates if held)
		ACQUISITION AND DISPOSAL OF ASSETS (Please send full details)
		DETAILS OF OTHER INCOME (If unsure please contact us)
		DETAILS OF PENSIONS PREMIUMS PAID (Please send verification of premiums paid)
		DETAILS OF PAYMENTS MADE UNDER CHARITABLE DEED OF COVENANT OR GIFT AID (Please send confirmation of payments made)
		DETAILS OF YOUR CHILDRENS NAMES AND DATES OF BIRTH IF UNDER 16 YEARS OF AGE OR IN FULL TIME EDUCATION
		DETAILS OF YOUR SELF-EMPLOYMENT INCOME This will be taken from your accounts. (Please ignore if you have already supplied this information)
		BANK DETAILS of the account you would like to receive any repayment.
		EMAIL ADDRESS if we may contact you by email.
		DETAILS OF ANY OTHER ITEM YOU CONSIDER MAY BE RELEVANT TO YOUR TAX RETURN

		DETAILS OF ANY SCHEMES TRUSTS OR TAX PLANNING ARRANGEMENTS

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