Second Shareholder
Second Shareholder (Do I need to complete a Tax Return)
This form is to help you in deciding if you need to complete a tax return, this section only applies to
individuals who have never completed Tax Returns before.
If you have at any time in the past completed Tax Returns you should contact HMRC on 0845 300 0627
for advice.
If you have received a tax return or a notice to complete one you will need to complete the tax
return regardless of your circumstances. Skip this section and complete the rest of the form.
If you wish to take advantage of the Tax Return service offered, please check the list below entitled ‘Do I
need to complete a tax return’ to see if a tax return needs to be completed on your behalf.
Do I need to complete a tax return?
Please answer the following questions in respect of the tax year 6 April 2011 to 5 April 2012 by circling
the answer that is appropriate to your circumstances
1.
2.
3.
Have you been issued with a 2012 Tax Return or notification to
complete a tax return from H M Revenue & Customs?
If you have not been issued a Tax Return and you have
answered yes to any of the following questions you will need
to contact HM Revenue and Customs on 0845 302 1462 and
ask for a Tax Return to be issued to you.
Receipt of savings and investment income of £10,000 or more
(includes any dividends from the Ltd Company of which you are a
shareholder)
Yes
No
Yes
No
Yes
No
Untaxed savings income of £2500 or more (do not include ISA’s)
4.
Receipt of rental income
Yes
No
5.
Have you sold any assets that give rise to a capital gains tax
charge or loss
Yes
No
6.
You are a company director
Yes
No
7.
Trust or settlement income
Yes
No
8.
Are you self-employment or a partner in a business?
Yes
No
9.
Annual income of £100,000 or more
Yes
No
IMPORTANT: If you are a ‘Director’ of an Ltd Company as well as a ‘Second Shareholder’ you must
complete a Self Assessment Tax Return regardless of the level of dividends received.
For more information visit www.hmrc.gov.uk/sa
If you answered yes to any of the above questions you must complete a Self Assessment Tax
Return.
Please follow the instructions below.
If you have answered NO to all of the questions above you do not need to complete a tax return. You do
not need to continue with the request. Only applies if you have never in the past completed Tax Returns
and HMRC have not asked you to complete a Tax Return.
Please return this completed document to Margaret Curran, Sumner House, St
Thomas’s Road, Chorley, PR7 1HP or email: mytaxreturn.bc@rsmtenon.com
Second Shareholder
What you need to do
If you do need to complete a tax return you must advise your tax office that you need to complete a tax
return on the basis of any of the above statements you have answered ‘yes’ to. HMRC can be contacted
on 0845 300 0627
They will then set a Self Assessment record up for you, you should ask them to send you your UTR
number as this will be needed to submit your tax return to HM Revenue & Customs.
If you wish RSM Tenon to complete a tax return for you, please use the 2012 tax return information pack
to provide your income and personal details.
What’s the cost
The cost of completion of the tax return is charged at the discounted rate of £90.00 (incl VAT).
Further charges as follows will be requested in advance of the tax return form being issued to you:
Supplementary Section
Income from property
Cost per section
Additional costs
£27.60
For up to 2 properties
£24.00 per property
For 3 or more properties or
properties
For more complex work fee will
be by agreement
More complex cases will be
charged by agreed fee.
More complex case will be
charged by agreed fee.
Self Employment
£27.60
Capital Gains
£27.60
Share Schemes
£27.60
Residency
£27.60
Foreign Income
£27.60 – Note there is no charge
for dividend income from,
Santander
£27.60
Additional fee will apply were the
number of allowable days in the
UK need to be calculated, and
for more complex cases.
Additional fee of £42.00 if
calculation of foreign tax credit
relief is required
For each additional employment
£84.00 Per hour
Minimum Fee £42.00.
Employment
Other fees
Advice
Please return this completed document to Margaret Curran, Sumner House, St
Thomas’s Road, Chorley, PR7 1HP or email: mytaxreturn.bc@rsmtenon.com
Second Shareholder
2011/12 Tax Return information
To enable RSM Tenon to complete a tax return you will need to provide details of any
income you may have.
Information required is for the period 6th April 2011 to 5th April 2012.
IMPORTANT:Self Assessment Penalties.
Late Tax Return
1 day late
£100 even if no tax is due
3 months late
£10 daily penalties (max charge £900)
6 months late
£300 or 5% of the tax due whichever is
higher
12 months late
£300 or 5% of the tax due whichever is
higher
In some serious cases the penalty will
be 100% of the tax due (Minimum
£300)
Late payments
30 days late
5% of the tax due
6 months late
5% of the tax due
12 months late
£300 or 5% of tax due whichever is
higher
NOTE NEW RSM TENON EMAIL: mytaxreturn.bc@rsmtenon.com
1. Personal information
1. Title
Mr, Mrs, Miss, Dr, Other (please specify)................
2. Full Name
3. Reference
4. Your private address
including postcode
5. Your National Insurance
number
6. Your date of birth
7. Marital Status
8. A contact telephone
number
9. A note of an email address
to which we can contact
you regarding any tax
queries and to which your
Tax Return and
computation can be sent
10. Personal Self
Assessment UTR number
(Please see notes on personal information)
Please return this completed document to Margaret Curran, Sumner House, St
Thomas’s Road, Chorley, PR7 1HP or email: mytaxreturn.bc@rsmtenon.com
Second Shareholder
Complete this form using the Tax Return Information Help Sheet .
2. Employment/Directorships
Please provide P60/P45 and P11d for any
employments/Directorships
(Please see notes on employment)
3. Working Overseas
Have you worked overseas during the 2011/12 tax year. If yes
please provide details on a separate sheet.
(Please see notes on overseas working)
Yes
No
4. Bank Interest Received
A note of all interest received from your personal bank and
building society accounts.
(See notes on Interest received)
5.Dividends Received
Please provide your dividend vouchers (copies will be fine)
(Please see notes on dividends)
6. Rental Income Received
Do you receive income from a rental property?
Please complete the template is at the back of this form to enable
you to provide details.
Yes
No
(Please see notes on rental income)
7. Pensions Received
Yes
Occupational pension
No
You must provide
P60’s for any pensions
received.
Private pension
State Pension
State Pension Lump Sum
(Please see notes on pensions)
State Pension you
must provide the notice
from the DWP which
shows your entitlement
from the 6th April 2011.
Provide lump sum
statement
Please return this completed document to Margaret Curran, Sumner House, St
Thomas’s Road, Chorley, PR7 1HP or email: mytaxreturn.bc@rsmtenon.com
Second Shareholder
8. State Benefits Received
Forward details of all payments received.
(Please see notes on state benefits)
9. All other income
If you were in receipt of any other income during the year,
please make a brief note of the details and let me have copies of
all certificates or other documentation received.
(Please see notes on all other income)
10. Pension Contributions
Payments to a personal pension plan –
Do you make payments in to a pension plan
If you have answered Yes to b. above please complete the
following:
Yes
No
Yes
No
Name of pension scheme provider:…………………………………..
Contract Number:……………………………..
Annual amount paid: £……………………..(net)
Please specify the type of pension you have:
Stake Holder
Private Personal Pension
Retirement Annuity
Other, (please specify)
11. Allowable Deductions
If you made payments to any organisation for which you believe a
tax deduction can be claimed
(Please see notes on allowable deductions)
12. Student Loans
If you have a Student Loan please state if it is an Income
Contingent type loan
If you are not sure you should contact the SLC on
0845 300 50 90 and ask which type loan you have.
13. Declaration
I confirm that the information provided is to my knowledge correct and complete. That
I have read and understood the terms and conditions. I agree to pay any fees that
are due as detailed in the notes.
Signed …………………………. …
Date……./……/…….
Please return this completed document to Margaret Curran, Sumner House, St
Thomas’s Road, Chorley, PR7 1HP or email: mytaxreturn.bc@rsmtenon.com
Second Shareholder
INCOME FROM PROPERTY FORM (USE ONLY IF YOU ARE A
LANDLORD NOT IF YOU ARE A TENANT)
Use this form to show your property income and expenditure, the
expenses listed are only a guide and you should include any other
expenses you have incurred. If you have more than one property, please
copy this form and use one form for each property.
Address
Is the property jointly
held?
Joint income
Is the property let fully
furnished?
Yes
No
Total: please split
My share only
Yes
No
£
£
Gross Rent
Expenses
Mortgage interest
Agent Fees
Service Charges
Insurance – Buildings
Insurance - Contents
Safety Checks
Energy Check
Repairs – please itemise
Please return this completed document to Margaret Curran, Sumner House, St
Thomas’s Road, Chorley, PR7 1HP or email: mytaxreturn.bc@rsmtenon.com
Second Shareholder
Working Overseas
Overseas income
Name of the overseas employer:…………………………………………………
Country in which you worked:…………………………………………………….
Start date of contract............................ (enter the date even if before the tax year)
End date of contract..............................(enter end date or expected end date if contract still
on-going)
(if you worked for more than one employer please use a separate page for each one)
Yes
No
Was your contract for less than 12 months
If you have answered yes to this question you will need to provide details of your
gross pay and tax paid, documentation in support of your figures must be provided.
Yes
Will your contract span at least one full UK tax year (6th April to 5th April)
If no please provide the information as stated above.
If you are not UK resident please complete this section:
I need to know the number of days spent in the UK during following tax years.
If you are not UK resident please complete this section:
Please enter the number of days spent in the UK for each of the years specified.

6 April 2008 to 5 April 2009 number of days in UK ......................................

6 April 2009 to 5 April 2010 number of days in UK.........................................

6 April 2010 to 5 April 2011 number of days in UK ........................................

6 April 2011 to 5 April 2012 number of days in UK.........................................
Number of separate occasions in the UK between 6th April 2011 and 5th April 2012
Occasions in the UK………………….
Please return this completed document to Margaret Curran, Sumner House, St
Thomas’s Road, Chorley, PR7 1HP or email: mytaxreturn.bc@rsmtenon.com
No
Second Shareholder
Use this space to provide any other information relevant to your Tax Return
Please return this completed document to Margaret Curran, Sumner House, St
Thomas’s Road, Chorley, PR7 1HP or email: mytaxreturn.bc@rsmtenon.com