SA100 Personal Tax Return Checklist

SA100 Tax Year Summary Checklist

SA100 Tax Year Summary Checklist

THIS IS A GENERAL CHECKLIST ONLY.

ESTIMATED TIME TO COMPLETE: 10 MINUTES

YOUR DETAILS

e.g. A111 (if known otherwise leave blank)
First name
Surname
For most submissions you will also get a copy of what you tell us, by email.

BACKGROUND

NEXT - Select the Tax Year

TAX YEAR

Tax years run from 6 April to 5 April (inclusive). HMRC Tax Return Deadline is next 31 January after tax year end.
e.g. enter 5 April 2022 (for an older year), 5 April 2024 (for the next year not yet finished) if you are providing for a different tax year
NEXT - INCOME SOURCES

INCOMES SOURCES FOR THE TAX YEAR

Tax years run from 6 April to 5 April (inclusive)
INCOME SOURCES (FOR THE TAX YEAR CONCERNED)
Tax Returns MUST declare ALL sources of taxable income and gains. Therefore please select ALL sources of income that you have.
Just a brief explanation needed. e.g. Qualified District Nurse, work in the community, full time. (or hospital based)
Do you incur any expenses personally relating to your employment(s)
NEXT - RELIEF CLAIMS

EMPLOYMENT EXPENSES & ALLOWANCES

LINK: HMRC Guidance on Woking from Home:

https://www.gov.uk/tax-relief-for-employees/working-at-home

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Which Work Related Expenses?
Tick each of the above expenses you think might apply to you, or chose the top option "No".
As you selected "PAYE Employment Income" - Job Related Expenses - Working from Home
Please list one per line which professional or trade bodies you pay to be a member of, and which the membership is relevant for your current job.
LINK: HMRC "List 3" of Qualifying Professional Subscriptions:

https://www.gov.uk/government/publications/professional-bodies-approved-for-tax-relief-list-3

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Please provide the Registration Numbers of the vehicle or vehicles use during the tax year for business journeys (does not include ordinary commuting to your normal place of work). Seperate Reg Numbers with a comma.
Did Your Employer reimburse or pay for any of the fuel used for business journeys
NEXT - CLAIMS FOR RELIEFS

RELIEFS & CLAIMS FOR THE TAX YEAR

Please select ALL items of expenses relevant to the tax year.
Pension Contributions Paid
e.g. Nest, Peoples Pension
e.g. Scottish Widows, Aviva, L&G
Charitable Giving
Gov.uk Tax Investment Schemes
NEXT - CHANGES IN THE TAX YEAR (if any)

CHANGES DURING THE TAX YEAR

CHANGES during the Tax Year above compared to the previous Tax Year.
Select ALL or ANY that apply to you for the tax year concerned.
If you can't remember the exact date enter the last day of the month you moved
Please enter full new address including postcode.

MARITAL STATUS

You have ticked to say your marital status has changed in the year
This question is relevant to "Marriage Allowance Transfer" so we can establish if applicable for the tax year.
The Claim has to be made by the lower earner to transfer some of their personal allowance to their spouse (or formal civil partner). ONLY available in a tax year where the income if one spouse is below their personal allowance and the other spouse is not a higher rate taxpayer.
(If child benefit has been claimed and either of the parents has income exceeding £50,000 some or all of the Child Benefit claimed has to be repaid to HMRC via the Tax Return of the higher earner. This is referred to by HMRC and Gov.uk as the "High Income Child Benefit Charge".

CHILDREN

Is Child Benefit being claimed by either parent

STUDENT LOANS

Do you have a Student Loan?
Type of Student Loans you have?
NEXT - MORTGAGES OR RENT

RENT OR MORTAGE REVIEWS

The following questions are so we have an idea when tax returns or accounts might be needed in future.
Do you have any mortgages?
Is your mortgage(s) dependent on your level of income?
Approximately or best guess if necessary.
Which year is the renewal or income check likely?
Do you rent a property or planning to rent a property?
Is this a current rental or possible future rental?
Could your level of income affect your ability to secure the rental property?
Approximately or best guess if necessary.
Which year is the rental likely?
NEXT - BANK ACCOUNT FOR TAX REFUNDS

TAX REFUNDS

HMRC will refund tax refunds direct into your bank account. Please provide the information below of the bank account you would want any tax refund (if any) paid into. (If in doubt please provide the bank details anyway to save time later)
e.g. Lloyds Bank plc
Format 11-11-11
Usually 8 digits long
e.g. A B Smith
Joint or Sole Name
NEXT - OTHER INFORMATION OR UPLOADS (Optional)

OTHER INFORMATION OR UPLOADS (optional)

In this section you can upload documents to help us with your tax return preparation or alternatively you can share these with us via email to t4.office@t4tax.com or via WhatsApp.
For example, if you were not sure of any of your answers you can add any further comment here to let us know.

Maximum file size: 8MB

Types, jpg, jpeg, PNG or PDF only. Max file size per file 8MB, max number of files you can add is 10.
FINALLY - FEEDBACK & SIGN

FEEDBACK & SIGN

1 star = very difficult to 5 stars = easy
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NOTE: Allow up to 30 seconds for the form to submit after clicking on submit. Your will get confirmation or by redirected to anything not completed. The document will be treated as dated the date you submit it.
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