SELF ASSESSMENT - SCHEDULE OF INCOME & EXPENDITURE FOR YEAR TO 5 APRIL 2009

Please complete these forms and provide backing documents or use as an Aide Memoire. If the
return information is not submitted to us by the 30 September 2009 our fees are likely to increase.
***** Please Advise us of Your Email Address*****

EARNED INCOME AMOUNT OTHER DATA REQUIRED

Salary Main Employment P60's & Pay Slips, tax vouchers - include Profit or Performance Related Pay,
Other Employment(s) Profit Sharing & Student Loan Repayments
Benefits/Expenses Copy P11D
Car / Van Make / Model / Specifications / List Price / Petrol or Diesel provided / CO2 emissions
Private Medical/Dental
Mileage Allowances & Rate
Other }eg: Fuel/Loans / Grants / Travel / Assets transferred / payments made for you
(If your Employer has an agreed }Co. Credit Card / Vouchers / Living Accommodation / Telephone / Mobile phone / Computers
Dispensation with the HM Revenue & Customs }Removal Expenses / Interest Free Loans / Professional Subscriptions
please let us know) }Share Options / Nursery Assistance / Maternity Pay
Research Expenses / Grants / }Unless Employer / HM Revenue & Customs agreement that not taxable
Reimbursements
Leaving Payments / Compensation Include all payments on retirement or early retirement
Directorships

SELF EMPLOYMENT Please include invoices and receipts for the year even if not received/ paid
Fees }Please forward Payment Slips / Invoices / } please forward
Expenses }details for } your accounting & VAT
Royalties }your accounting Royalty Statements / } records
Other }year, if Cashbook / Bank statements } as appropriate.
Partnership }different
Overseas Earnings / Grants / Expenses Dates / Contract / Vouchers / List of days abroad
State / Widow's Pension Also Widowed Mother's Allowance
Jobseeker's Allowance / Other Benefits eg Invalid Care Allce / Taxable Incapacity Benefit / Industrial Death Benefit
Pension: Former Employer P60 / Payment advice
Pension: Other Include Personal and Overseas Pensions and Retirement Annuities
Please advise current rates for each pension received

UNEARNED INCOME Name of Bank / Bldg Soc / Type of a/c

Specify joint accounts with spouse / partner and show only ONE HALF
National Savings Accounts Investment / Deposit / Income / Capital Bonds & First Option / Fixed Rate
Taxed Dividend Vouchers Dividends or interest distributions / unit trusts / gilts/bonds / OEIC's
include Scrip & Foreign Income Dividends
Interest Received Gross Interest from all UK sources
Interest Received Net Interest from all UK sources
Trust or Estate Income Certificates R185 / R185E
Gain on Life Policies Certificate
Overseas Investment Income Include Channel Islands, All Savings & Investments abroad even if it is not remitted to the UK
State the Country - Forward foreign tax vouchers
Any other income not included above } e.g. Annuities, Gains on Void ISA's, Refund FSAVC surplus
(Provide Full Details) } Insurance Bond Withdrawals, Accrued Income, Loans
} Non qualifying distributions, Loans written off, Benefits from pre owned assets
Income from Property } - Income Address of Property, including abroad
Including Holiday Lets } - Expenditure List expenditure Show separately if abroad

EXPENDITURE
Please forward your accounting records Comments / Detailed Lists / Evidence
and VAT Returns if appropriate Please forward for your accounts year, if different
Cost of Sales & Direct Costs
Employee Costs include also professional assistance
Premises Costs
Repairs
General Administration Expenses include separate lists to include Computer software, postage, stationery
telephone, photocopying
Motor Expenses (Employment) Business Mileage / Total Mileage Capital costs of car Running costs
Travel and Subsistence show overseas costs separately
Advertising, Promotion, Entertaining
Professional Assistance
Legal & Professional include accountancy
Bad Debts Please give details
Interest & Other Finance Charges
Other
Fieldwork Expenses
Professional Subscriptions Forward Detailed Lists
Books & Journals Forward Detailed Lists
Conference Expenses Continued over
EXPENDITURE (Cont) Comments / Detailed Lists / Evidence
Type of car & c.c. Also cost / date purchased / repairs
Professional Mileage (Business)
Capital Items Including Computers, Furniture, Shelving, Office Equipment etc.
(Please state date(s) incurred)
Study Allowance - Heat & Light
Rent if any (paid to Landlord)
Council Tax but not Water Rates / Sewerage
Cleaning
House Insurance Buildings & Contents
Decorating Specific to Study
No. of Main Rooms i.e. omitting bathrooms, lavatories and entrance halls
Other expenses not included above Provide Full Details

OTHER OUTGOINGS Name / Certificate

Bank / Building Society Interest Business & Let Property Loans - Certificate required
Pension Contributions (NET) Superannuation/Executive pension plans / AVC / FSAVC / Non UK Schemes
Personal Pensions / Retirement Annuities / Stakeholder Pensions / SIPPS / SSAS
Payroll Giving
Gift Aid Schemes include investments to Charities
Alimony
Other Loans Certificate of Interest
Post Cessation Receipts
Vocational Training Forward Certificate
Payments Abroad Details of rent or interest paid to someone living abroad

ALLOWANCES
Marriage Partner's name Allowance only due if Self / Spouse born before 06.04.1935
Tax Credit Forward details, Child Tax, Working Tax, Child Care
Student Loan Repayments
Venture Capital Trusts
Community Investment Tax Relief
Enterprise Investment Scheme
Any other income / expenses / claims

CAPITAL GAINS
Dates of Disposal and Acquisition / Costs / Asset e.g. Property, Land, Shares, Chattels
Overseas Gains
Proceeds / Contract Notes / Costs / Documentation

INHERITANCE TAX Gifts made or gifts / inheritances received

RESIDENCE & DOMICILE If you consider that you are not resident or not domiciled in
the UK please give details
NOTES

1 Please forward all relevant backing information e.g. bank / credit statements, receipts / invoices / computer summaries

2 Will you please forward any notices of coding.

3 Please advise us of any changes to your tax position as soon as possible rather than waiting until the end of the tax year.

4 If you want any tax repayment to be paid to a nominated charity as gift aid please advise.

5 If not already advised a note of your marital status, date of birth, and your children's dates of birth.

6 If you require any tax or financial advice please let us know.

7 Non Domiciled Individuals should give details of their Worldwide income (whether remitted or not)

Signed………………………………………………………………….

COLIN COATES & PARTNERS

Colin R Coates FRSG BSc (Econ) ACII AFTA Michael C Ashley CTA ATT TEP FFTA Robin M Simmonds AFTA