Tax Return Checklist 2023-2024

2. Employment Income and Dividends: If this applies to you, kindly submit the following documents to us:

1. P60(s) for the fiscal year 2023/24, along with the payslip for March 2024.
2. P45(s) for the fiscal year 2023/24, and the final payslip from each employment during this period.
3. P11D/P9D(s) for the fiscal year 2023/24, which detail taxable benefits and expenses.
4. Any PAYE coding notices you have received from HMRC.
5. Details of any deductible expenses, such as professional fees and subscriptions.
6. Information on any Dividend Income declared.

Should Makesworth serve as your company’s accountant, we may already possess some of the aforementioned details. Note that Dividend Income is relevant solely for company directors

3. Pension Income: If this applies, kindly submit the following documents to us:

1. Bank statement that distinctly shows your pension income on a weekly or monthly basis.
2. Correspondence received from the Pension Regulator or the Department for Work and Pensions (DWP).
3. Information regarding pensions from former employers or any personal pension plans you may have.

5.Income from Property State (Joint or sole): If this applies, kindly submit the following documents to us:

1. Ownership Status: Indicate whether the property is owned jointly or solely.
2. Location of Property: Include properties located both in the UK and abroad.
3. Furnishing Status: Specify if the property is let furnished or unfurnished.
4. Rental Income: Report the rents received for each month of the year.
5. Incurred Expenses: Detail expenses such as maintenance, agent’s fees, and service charges.
6. Mortgage Details: Provide the name(s) of the mortgage lender(s) along with the certificate of interest paid.

*Please note this may require you to complete a separate rental income template.

6. Income from Savings and Investment: If this applies, kindly submit the following documents to us:

1. Ownership Type: Please specify if the savings and investments are held jointly or solely.
2. Interest Income Documentation: Provide Interest Certificates or Bank statements that reflect the total interest accrued throughout the year.
3. Sources of Interest: Please confirm if the interest earned is from banks, building societies or any other financial institutions
4. Dividend Income: Declare dividends received from shares, including cash dividends, stock dividends, and dividends from unit trusts.

*Please note that the Income from Individual Savings Accounts (ISAs) should not be included.

9. Pension Contributions: Please provide all information regarding your personal pension contributions and any defined benefit scheme memberships for the assessment of Annual Allowance charges. This must include:

1. Personal Contributions: Detail any contributions made to personal pension schemes, including stakeholder, employee, or self-employed pensions, as well as retirement annuity policies.
2. Defined Benefit Scheme Membership: If you participate in a defined benefit scheme (such as those for NHS or civil service employees), please submit the correspondence received from the scheme administrator regarding Annual Allowance charges.

*Do not include details of pension contributions made by your company.