Self Assessment Information Requirement
The key financial information required for Kingston Smith to prepare a tax return for you is summarised below:
Annual income
Split between employment and self-employed income. P60 form would provide this for employment income and accounting information should be used for self-employed income..
Benefits provided by employer
Form P11D will provide details of all taxable benefits, provided to you by your employer.
Savings income
Split by bank and building society.
Dividend income from shares, unit trusts or OEICs
Split by investment.
Pension payments
Split by pension plan.
Pension income received
Split by pension plan. This should be included on the P60 if available, together with details of your state pension (where relevant).
Rental income and expenses
Split by property.
Capital gains
Details of sales proceeds, cost, date of purchase and any enhancement expenditure.
Any other information you feel would be useful to them i.e.
IR35 status;
Year end accounts;
Bank statements;
HMRC and Companies House correspondence; and
In addition to this financial information, they will also need to be clear on:
Your National Insurance number and tax reference
Your domicile status
Your marital status
Your occupation and business name / address of employer
