| Tax Return Questionnaire - Year Ended 5th April 2009 |
Please enter the following details: |
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| Would you please let me have details of any changes in your financial affairs including the opening or closing of bank or building society accounts and of any other changes to your income or outgoings or personal circumstances |
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| Income |
| Employment Income |
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| Employment Expenses |
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| Pensions Received |
| Details of state pension and other benefits received |
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| Income from trade, profession or vocation (including partnerships) |
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| Pension contributions |
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| Property/Land |
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(please provide a list)
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| Income from Savings and Investments |
eg investment account, income bonds etc.
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(Please also give the name of bank or building society)
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(Specify payer & whether gross or net)
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(Please supply dividend counterfoils)
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(Please supply dividend counterfoils)
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(Please supply dividend counterfoils)
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| Foreign Investment Income |
(Please supply any tax certificates)
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| Income from Trusts and Estates |
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| Other Income |
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| Expenses and Deductions |
| Qualifying Loans |
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| Other Outgoings |
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(If either spouse is born before 6 April 1935)
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| Capital Transactions |
All contract notes for transactions in year, and details of subscriptions for any new shares
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Details of any other transactions in the year including share options granted or exercised
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| Other Transactions |
Details of any investments made or sold during the year
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Names, address of donor and donee, details of assets, date of transfer and any documentation
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