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2014/15 Income Tax Checklist

Confirmation of your income

The following questions are really important to ensure that nothing gets missed from your personal tax return. When we refer to ‘the year’ we mean between 6 April 2014 and 5 April 2015, also known as the 2014/15 tax year. If you have any questions please contact your Caprica Accountant.

About you

Full Name:*
Just so we know who’s filling in the form
Date of birth:*

Sources of Income

Did you receive any of the following types of income during the year. Where we mention salaries and dividends only tick if they are from businesses that we don’t do the accounting for.*
Child benefit
A second salary? (eg part time work in addition to your Limited Company)
Freelance / self-employed work performed outside of your Limited Company.
Rental income
Trust income
Dividends (in addition to those earned from your Limited Company)
Interest from a private loan
Inheritance
Pension income
Income from the sale of property
Income from the sale of shares (outside of an ISA)
None of the above

Other Considerations

Did you contribute to a pension during the year?*

If Yes, Were the contributions made by you personally or your company?

Do you have an outstanding student loan?*

Are you domiciled anywhere other than the UK for tax purposes?*

Is there anything else that you think might be relevant to your tax return?