Baker Tilly
2013 Tax Return
Information Pack
To enable Baker Tilly to prepare a Tax Return for you please fully
complete this form.
You will need to include details of all income you have received during
the period 6th April 2012 to 5th April 2013.
It is strongly advised that you consult the help-sheet when preparing
this form it will explain what you need to provide.
If you fail to include all of your income for any reason, you could face
an enquiry and financial penalties from HM Revenue & Customs.
You should provide supporting documents with this form, scanned or
copied documents are acceptable we do not require originals.
Child Benefit – Everyone must answer the questions in the Child
Benefit Section
Please return the completed form to Baker Tilly no
later than 30th November 2013
1
Tax Return information for the period 6th April 2012 to 5th April 2013
Brookson ID
Full Name
Marital Status
Date of Birth
Full Address
Email Address
This is the email to which we will send your Tax Return and any queries we may have, you must ensure that
you notify us immediately if you change your email address.
Mobile Number
Home Number
National Insurance Number
Self Assessment UTR
Consent to transfer information
The information given to Baker Tilly is used to provide taxation services to you. We will
send to Brookson a copy of the Tax Return, backing schedules and tax computation for
the express purpose of a copy being placed on your document storage area of connect.
If you do NOT consent to this information being transferred to
Brookson enter ‘No’ here:
Please return the completed form to mytaxreturn.bc@bakertilly.co.uk or print and post to Margaret
Curran, Baker Tilly, Sumner House, St Thomas’s Road, Chorley, PR7 1HP
2
1. Employment Income
Please provide details of every employment you had between 6th April 2012 & 5th April
2013. If you do not have a P60 or P45 you will need to request a ‘statement of earnings’
from your employer.
Use this space to provide details of all employments, you must include the P45/P60 and
P11d for all employments:
Employer
Start date
End date
2. Bank & Building Society Interest received
A note of all interest received on Bank, Building Society and National Savings Accounts. You should
provide statements or interest certificates. If you do not have them you can enter the amounts
below:
Bank
Amount
Gross/Net
Joint/Sole Account
Please return the completed form to mytaxreturn.bc@bakertilly.co.uk or print and post to Margaret
Curran, Baker Tilly, Sumner House, St Thomas’s Road, Chorley, PR7 1HP
3
3. Dividends Received
You should provide dividend vouchers, (copies are fine), for any dividends received
between the 6th April 2012 and 5th April 2013. Please ensure the ‘payable’ date falls in the
tax year.
If you do not have vouchers you can provide the name of the company and the number of
shares you hold. We may be able to obtain the dividend amounts for you.
Name of company
No. of shares
Jointly held
4. Pensions Received
You must provide a P60 or a statement from the pension provider for each pension you
receive including State Pension.
State Pension Lump Sum – if you have received a State Pension Lump Sum you must
provide the letter from the DWP stating the amount of lump sum and tax deducted.
Type of pension
Gross
Tax deducted
P60
Occupational
Private
State Pension
State Pension Lump
Sum
Please return the completed form to mytaxreturn.bc@bakertilly.co.uk or print and post to Margaret
Curran, Baker Tilly, Sumner House, St Thomas’s Road, Chorley, PR7 1HP
4
5. State Benefits received
If you received any taxable State Benefits please select the type of benefit and enter the
amount you received. The drop down includes most taxable benefits.
Type of Benefit
Amount
Start date
End date
6. Other Income
If you received any other income from any source no matter where in the world it arises
please provide details:
Type of income
Type of income
Type of income
You must provide full details of this income and any supporting documentation. For
example if you worked via CIS you must provide your CIS statements and details and proof
of any expenditure.
Please return the completed form to mytaxreturn.bc@bakertilly.co.uk or print and post to Margaret
Curran, Baker Tilly, Sumner House, St Thomas’s Road, Chorley, PR7 1HP
5
Overseas Employment
If you have worked overseas during the 2012/13 tax year please complete this section.
Was the work carried out via your Ltd Company
Was the contract less than 12 months
If you have answered ‘Yes’ to both questions you do not need to go any further. If you answered
‘No’ to either please complete the rest of the form.
Employer Name
Start date
End date
In which country did/are you working?
Does your contract span a full UK tax year 6th April to 5th April
If you answered ‘No’ then you must provide details of your gross pay and tax deducted. You
should provide a tax certificate which confirms your gross taxable pay and tax deducted.
Most countries tax year is the calendar year so in addition to the tax certificate you must provide
payslips for January, February and March 2013.
Netherlands – please read if you have worked in the Netherlands:
If you worked in the Netherlands you must provide a Dutch Tax Certificate which will detail your pay
to December 2012 in addition to this you must provide your payslips from January 2013 to March
2013.
Details of how to obtain a Dutch Tax Certificate can be found here: Dutch Tax Office
In all instances the pay details must fall within the UK tax year 6th April to 5th April.
If you are not resident in the UK please complete this section:
Note: you only provide the number of days in the UK for each tax year from the date you left. For
example if you left the UK 30 June 2009 you only enter day’s spent in the UK from the 1st July 2009
onwards.
Days in the UK:
6th April 2009 to 5th April 2010
6th April 2010 to 5th April 2011
6th April 2011 to 5th April 2012
6th April 2012 to 5th April 2013
Number of separate occasions in 2012/13
Please return the completed form to mytaxreturn.bc@bakertilly.co.uk or print and post to Margaret
Curran, Baker Tilly, Sumner House, St Thomas’s Road, Chorley, PR7 1HP
6
7.Income from property
Property Address
Property Fully Furnished?
For Fully Furnished only is Wear & Tear Allowance Claimed?
Jointly Held?
Start date
If jointly held are the amounts
your share only or total:-
End date
£OUT
£IN
Gross Rents Received
Expenses
Mortgage Interest
Agent Fees
Service Charges
Insurance
Gas Safety Check
Electric Safety Check
EPC (Energy Performance)
Accountancy
Repairs - itemise
Please return the completed form to mytaxreturn.bc@bakertilly.co.uk or print and post to Margaret
Curran, Baker Tilly, Sumner House, St Thomas’s Road, Chorley, PR7 1HP
7
8 Student Loan
Please complete this section if your Student Loan was taken out any time from August 1998 to date.
Were you liable to make Student Loan Repayments before 6th April 2013
Will your Student Loan be fully repaid within the next 2 years
Did your employer deduct Student Loan from your pay
9 Pension Contributions
Use this section to provide details of pension you make contributions to, not pensions received.
Do you have a pension via Brookson Financial Services?
Do you have a pension via another pension company or Financial Advisor?
Name of pension scheme
Contract No.
Net paid for year
Pension type
Stakeholder
Private
Pension
Personal
Retirement Annuity
Other
IMPORTANT: Did the total gross contributions made to your pension, including contributions
made by your company or employer, exceed £50,000 during the tax year, if so you will need to
provide a statement from the pension company which shows the gross contributions during the
Pension Input Period (PIP).
Please return the completed form to mytaxreturn.bc@bakertilly.co.uk or print and post to Margaret
Curran, Baker Tilly, Sumner House, St Thomas’s Road, Chorley, PR7 1HP
8
10 Allowable Deductions
If you made Charitable Donations or paid a subscription to a professional body please provide
details:
Organisation
Type of payment
Amount
Child Benefit
You must complete this section even if you believe the Child Benefit Charge does not apply to you.
The reference to ‘Partner’ means any relationship married, civil partnership or living together as
husband and wife.
1. I live or have lived in a household were either myself or my partner
was entitled to receive Child Benefit in the period 7th January 2013 to
5th April 2013 and did in fact receive Child Benefit
If you answered ‘No’ you do not need to continue with this section
2. I am the highest earner in the household
3. State the amount of Child Benefit you and your partner received for
the period 7th January 2013 to 5th April 2013
4. State the number of children in the household
Please return the completed form to mytaxreturn.bc@bakertilly.co.uk or print and post to Margaret
Curran, Baker Tilly, Sumner House, St Thomas’s Road, Chorley, PR7 1HP
9
Second Shareholder Dividend Option
Use this form to indicate how you wish to disclose the Second Shareholder dividend distributed
from your Limited Company.
It is advised you refer to the information in relation to Artic Systems which can be found on the
Brookson website.
Your name
Second Shareholder name
Brookson customer ID reference
In light of the decision in Artic Systems Ltd in the House of Lords I wish to adopt the following
approach in relation to the dividend income paid to my second shareholder during the tax year
ended 5th April 2013:
Please select
your option:
1. I have considered my situation and do not need to disclose the second
shareholder dividend on my Tax Return.
2. I have considered my situation and wish to disclose both mine and my
second shareholder dividend on my Tax Return.
Your options:
1. This is where only your share of dividend is disclosed on your Self Assessment Tax Return,
your shareholder will need to make disclosure on their Self Assessment Tax Return if they
complete one.
2. This is where both your share of dividend and your second shareholder dividend are both
entered on your Self Assessment Tax Return. Your shareholder will not need to make any
disclosure of dividends on their Self Assessment Tax Return if they complete one.
If you need advice on this section please contact Brookson on 0845 058 1200 or email
customerservices@brookson.co.uk Baker Tilly cannot provide advice to you in relation to this.
Please return the completed form to mytaxreturn.bc@bakertilly.co.uk or print and post to Margaret
Curran, Baker Tilly, Sumner House, St Thomas’s Road, Chorley, PR7 1HP
10
Additional Information
Use this space to provide any additional information or explanations for your Tax Return
Please return the completed form to mytaxreturn.bc@bakertilly.co.uk or print and post to Margaret
Curran, Baker Tilly, Sumner House, St Thomas’s Road, Chorley, PR7 1HP
11
Declaration
I confirm that the information provided is to my knowledge correct and complete. That I
have read and understood the terms & conditions. I agree to pay any fees that are due as
detailed in the terms & conditions.
Signed………………………………………………………………………
By sending the form electronically it will be considered acceptance of the statement
above.
If you wish to print and post this form please sign it and post it to:
M Curran
Baker Tilly
Sumner House
St Thomas’s Road
Chorley
PR7 1HP
Send to mytaxreturn.bc@bakertilly.co.uk
IMPORTANT:Self Assessment Penalties.
Late Tax Return penalties
All penalties are payable even when no tax is due.
1 day late
3 months late
6 months late
12 months late
£100
£10 per day, for a maximum of 90 days.
£300 or 5% of the tax due whichever is higher
£300 or 5% of the tax due whichever is higher.
A Tax Return submitted more than 12 months after the due date will incur the total of
all of the above penalties total £1,600. This is the minimum penalty that HMRC can
impose, they can charge up to 100% of the tax due if this is more.
Late payment surcharges
30 days late
6 months late
12 months late
5% of the tax due
5% of the tax due
£300 or 5% of the tax due whichever is higher
In addition to the surcharges HMRC will charge interest on the tax due plus payments
on account if applicable. The interest rate is currently 3% and runs from the due date
for payment to the day before payment is actually made.
Please return the completed form to mytaxreturn.bc@bakertilly.co.uk or print and post to Margaret
Curran, Baker Tilly, Sumner House, St Thomas’s Road, Chorley, PR7 1HP