Housing Benefit and Council Tax Reduction: Self-employed Earnings Form

Size: px
Start display at page:

Download "Housing Benefit and Council Tax Reduction: Self-employed Earnings Form"

Transcription

1 Office use only: HB/CTR ref: Housing Benefit and Council Tax Reduction: Self-employed Earnings Form Revenues, Benefits & Customer Services, PO Box 1354, Clements Road, Ilford, Essex IG1 1LF PLEASE NOTE: if you are a director, please DO NOT complete this form see Guidance Note 5. What should I provide if I am a company director? IMPORTANT - please read the enclosed Guidance Notes before you complete the form. We need more information to work out your weekly earnings from your business. Please fill in and return this form to tell us about your self-employment. If you are involved in more than one self-employed business, please fill in one of these forms for each business. Please return this form and your proof to the address shown above as soon as possible or you may lose benefit/reduction. 1. About you Title Surname Other names What is your home address? Telephone No Postcode 2. About your business What is the name and address of your business? Postcode What type of business is it? Name of professional body you are registered with (we may ask to see proof of this) When did you start your business? (dd/mm/yy) What is the start date of your current financial year? (dd/mm/yy) What is the average number of hours you work each week? What is your HM Revenue and Customs (HMRC) registration number? Note: you must register your self-employment with HMRC otherwise you may have to pay a penalty. For further information please contact HMRC direct. 1

2 If you are in a business partnership, how many partners are there? What are their names and addresses? What percentage of the profit is yours? Note: you must provide your partnership agreement Do you pay into a private pension scheme? (Please answer Yes or No) If Yes, how much and how often? every Do you have certified accounts? (Please answer Yes or No) If Yes: Sign the Declaration at the end of the form and return it with a copy of your latest profit and loss accounts. If you have an accountant, please give their name, address and telephone number: If No, use the rest of this form: 1. If you have just started working for yourself to provide an ESTIMATE of your income and outgoings for at least the first 3 months of trading. After 3 months we will ask you to provide actual accounts for this period. 2. If you have been self-employed for more than 3 months to give details of your ACTUAL business income and outgoings for a period of trading. This must either be your most recent year of trading, or, if you have not been trading for a year, from the date your business started to the current date. Please ensure the figures you give are only for the period you enter below, and for the business as a whole, even if you have partners. 3. Statement of account tick one box below to show if you are providing ESTIMATED or ACTUAL trading accounts ESTIMATED accounts for the period from (must be a minimum of 3 months) to ACTUAL accounts for the period from to (You must provide original proof of your business income and expenses for the most recent 3 months trading) A. Business income please write none where the income does not apply to you. Sales, takings and receipts from business activities only Commission, interest and any VAT refunded Business loans and incentives, for example New Deal Tips and gratuities Other income (please specify) Other income (please specify) Other income (please specify) 2

3 B. Business expenses Important: Note for taxi/minicab drivers in addition to entering your expenses below, please also answer the questions at the top of page 4 Type of expense Total spent Amount for nonbusiness use Money paid to yourself (sometimes called drawings ) Wages paid to your spouse or partner Wages paid to others Stock purchased Rent of business premises Mortgage interest on business premises Business rates Water rates Cleaning and maintenance of business premises Heating and lighting Business insurance (excluding vehicle insurance) Bank charges business accounts only Interest payments on business loan Proven bad debts Debt recovery costs Depreciation Accountancy charges Legal fees VAT paid out New equipment to improve or expand your business Repair replacement & maintenance of assets (not covered by insurance) Hire or leasing costs (excluding vehicle hire/lease) Advertising Telephone landline Telephone mobile Postage and packing costs Delivery costs Printing and stationery Subscription fees/costs of membership of professional body Business entertainment Special clothing DBS check (previously CRB) Circuit/licence fees Vehicle lease Road tax Petrol/diesel Vehicle insurance Vehicle maintenance/repairs Vehicle MOT Business travel (not between home and office) Other expenses (please list below): 3

4 3B/. Continued Additional questions for self-employed Taxi/Minicab drivers ONLY Please give the name, address and telephone number of the minicab operator you work for: What is the make and model of your car? What is your car s registration number? What was the recorded mileage at the start and end of the period? What is your estimated average trip length? What is your estimated dead mileage percentage? (This means miles travelling from drop-off to next pick-up) What is your average fare received per trip? Base rent and commission Cost of PCO licence Cost of PHV licence Cost of Knowledge Test Other costs (specify) Changes in trading If you think your current trading figures vary considerably from the accounts you have provided, or you believe your income for the next 6 months will be substantially different, please tell us why: 5. Declaration I understand the calculation of my business income will be based on my latest accounts or the statement of account provided on this form I understand I must provide my latest accounts as soon as they are available to me. If I do not have accounts prepared by an accountant I must provide an annual statement of account. I know I must let Redbridge s Revenues, Benefits and Customer Services Section know about any changes in my circumstances that might affect my claim. The information given on this form is correct and complete. I authorise the Council to make any necessary enquiries to check the information on this form. Signed: Date: Please return this form and all evidence to: Revenues, Benefits & Customer Services PO Box 1354, Clements Road, Ilford, Essex, IG1 1LF. For more information go to or telephone or visit the Benefits Reception Office: Ground Floor, Olympic House, Clements Road, Ilford, IG1 1BA. 4

5 V2.0 Oct 15 Housing Benefit and Council Tax Reduction: Guidance notes for people who are self-employed PLEASE READ THESE NOTES BEFORE YOU COMPLETE THE SELF-EMPLOYED EARNINGS FORM 1. Who is treated as self-employed? Someone who works for an income but is not employed under a contract and does not work for a wage or salary. You may be a sole trader or in a partnership. If you are a director of a company, please do not complete this form - see Section 5 of this guidance. 2. What details of self-employed earnings should I provide? If you have just started trading you must supply a realistic prediction of your expected income for the first 3 months of trading. After 3 months we will ask for your actual income and expenses for this period. If you have been trading for 3 12 months you must provide details of your actual business income and expenses from the date you started trading to the present date. If you have been trading for more than 12 months you must provide details of your actual business income and expenses for the previous 12 months. As proof of self-employed earnings we will accept: 1. Your most recent certified profit and loss accounts. If your accounts are certified we probably won t need to see receipts and invoices. When you receive your yearly accounts, please remember to send them to us, so that we can update your claim; OR 2. Your most recent trading accounts - we may need to see the receipts and invoices for the most recent 3 months trading (see 3 below); OR 3. A completed Redbridge Self-employed Earnings Form we may need to see the receipts and invoices for the most recent 3 months (see 3 below). We will only accept this form if you have been trading for less than 1 year, after which time we will expect you to provide 1 or 2 above. Tax Return: We cannot use your tax return to calculate your income because some expenses taken into account for tax purposes by the HMRC are not allowed for Housing Benefit or Council Tax Reduction purposes. Drawings: If you take drawings from your business as a kind of wage or salary for yourself we cannot use this amount as your income, we must base our assessment on your net profit. 3. How should I organise the evidence? We will contact you and make it clear what evidence we need to see and the date you need to provide it by. Any proof must be in a relevant order, for example: date/invoice number/type of expense - you will need to put them in an order that makes it easy for us to cross-check against the trading accounts you provide. Receipts for each type of business expense should be kept together and clearly labelled. Child minders: We only need to see proof of your income and not your expenses. Your self-employed earnings will then be worked out using one-third of your gross income, less notional Tax and National Insurance contributions.

6 Additional evidence requirements for Taxi/minicab drivers: You will also need to provide: - Your last 2 MOT certificates (if you have just got your vehicle and only have one certificate, please send this now and send in the second certificate once available). - Written confirmation from your minicab operator of your Base Rent & customer pricing structure. - Proof of your PCO licence and your Private Hire Vehicle licence. These are legal requirements - please note that we may pass your details to TfL if you do not provide proof of your licences. 4. How are self-employed earnings calculated for Housing Benefit and/or Council Tax Reduction purposes? To work out your weekly earnings for your claim we calculate: Gross income from self-employment - Less any expenses allowed under Housing Benefit Regulations and Council Tax Reduction Rules - Less an amount for Income Tax (known as a notional amount - may be different from the actual amount you pay) - Less an amount for National Insurance (notional amount - as for Income Tax above) - Less half of any pension contributions you pay (we need to see original proof of your Pension Plan) If you have a business partner, we split the profit equally between the partners, unless evidence is provided to confirm a different percentage share. If you are part of a couple and employ your partner, the wages paid to them are allowable as a business expense. You must declare your partner s wages as income. 5. What should I provide if I am a company director? As a Company director you are treated as an employee for Housing Benefit and Council Tax Reduction purposes. To enable us to work out the amount of income to take into account you will need to send in the following original evidence: Proof of your earnings: If you are paid weekly, please send in your last FIVE payslips If you are paid monthly or four-weekly, please send in your last TWO payslips Your most recent Director s Report and Financial Statements, which must include: the company s registration number; profit and loss accounts, which include a full breakdown of business costs; a full balance sheet, signed by a director on behalf of the board and the printed name of that director; notes to the account and group notes (if prepared); director s report showing the signature of the secretary or director and their printed name; auditor s report including the printed name of the registered auditor (unless exempt). Names of all company employees and their salaries. Business bank account statements for the last 6 months. Proof of any payments you make to a pension scheme. How you can contact Redbridge s Housing Benefit and Council Tax Reduction section: Reception: opening times at Olympic House, Clements Road, Ilford, Essex, IG1 1BA [If you cannot visit reception because you are elderly and/or have an illness or disability telephone: ] Monday, Tuesday, Thursday and Friday: 8.45am to 4pm Wednesday: 9.45am to 4pm Telephone:

Housing Benefit and Council Tax Support Self-employed Income Form

Housing Benefit and Council Tax Support Self-employed Income Form Housing Benefit and Council Tax Support Self-employed Income Form If you want to claim Housing Benefit or Council Tax Support, fill in and return this form to tell us about any self-employment. Please

More information

As a guide, the following are examples of some of the expenses we can allow:

As a guide, the following are examples of some of the expenses we can allow: How do I know if I m self-employed? A person is self-employed if they are gainfully employed but are not under a contract of service with an employer. You may be a sole trader or in a business partnership.

More information

Your Benefit Reference Number: About your partner (in the case of couples)

Your Benefit Reference Number: About your partner (in the case of couples) Housing Benefit And Council Tax Reduction Self-Employed Earnings Information PART ONE You have told us on your claim form you or your partner is self-employed. We need more information about your or your

More information

CUSTOMER ACCOUNTS SELF EMPLOYED EARNINGS INFORMATION

CUSTOMER ACCOUNTS SELF EMPLOYED EARNINGS INFORMATION CUSTOMER ACCOUNTS SELF EMPLOYED EARNINGS INFORMATION Housing Benefit and Council Tax Benefit Central Bedfordshire Council Watling House High Street North Dunstable Bedfordshire LU6 1LF Please complete

More information

SELF EMPLOYED EARNINGS INFORMATION

SELF EMPLOYED EARNINGS INFORMATION Housing Benefit and Council Tax Support SELF EMPLOYED EARNINGS INFORMATION Local Authority Reference No: Name Address SECTION 1 - ABOUT YOU Post Code SECTION 2 - ABOUT YOUR BUSINESS Name of Business Business

More information

Housing Benefit And Council Tax Support Self-Employed Earnings Information

Housing Benefit And Council Tax Support Self-Employed Earnings Information Housing Benefit And Council Tax Support Self-Employed Earnings Information You have told us on your claim form you or your partner is self-employed. We need more information about your or your partner

More information

HB11b - Housing Benefit and Council Tax Support Self Employed Earnings Information

HB11b - Housing Benefit and Council Tax Support Self Employed Earnings Information Benefit Service PO Box 2, Forde House Newton Abbot, TQ12 4YR Phone: 01626 215078 Fax: 01626 215538 Email: revandbens@teignbridge.gov.uk HB11b - Housing Benefit and Council Tax Support Self Employed Earnings

More information

Housing Benefit and Council Tax Support form for self-employed people

Housing Benefit and Council Tax Support form for self-employed people Name: Address: Postcode: Revenues and Benefits Council Offices South Street Rochford Essex SS4 1BW Phone: 01702 318197 or 01702 318198 Email: revenues&benefits@rochford.gov.uk Housing Benefit and Council

More information

HOUSING BENEFIT AND COUNCIL TAX BENEFIT SELF EMPLOYED EARNING INFORMATION

HOUSING BENEFIT AND COUNCIL TAX BENEFIT SELF EMPLOYED EARNING INFORMATION HOUSING BENEFIT AND COUNCIL TAX BENEFIT SELF EMPLOYED EARNING INFORMATION SECTION 1: ABOUT YOURSELF BEN 4. Title Surname Forename Address Post Code SECTION 2: ABOUT YOUR BUSINESS Name of Business Business

More information

Income from self-employment

Income from self-employment P.O. Box 60 Bexhill-on-Sea East Sussex. TN39 3ZF Telephone (01424) 787740 Facsimile (01424) 787755 Email: benefits@rother.gov.uk Name Address FOR OFFICE USE ONLY Claim Ref. Date issued Postcode Issuing

More information

This form is to be used where you do not have accounts, or if your income has changed since your last accounting period/set of accounts.

This form is to be used where you do not have accounts, or if your income has changed since your last accounting period/set of accounts. Self Employed Form This form is to be used where you do not have accounts, or if your income has changed since your last accounting period/set of accounts. You can bring this form to our offices, or send

More information

Advice for the self-employed on Housing Benefit and Council Tax Reduction

Advice for the self-employed on Housing Benefit and Council Tax Reduction Advice for the self-employed on Housing Benefit and Council Tax Reduction What does self-employed mean? Someone who is self-employed works for an income but is not employed under a contract and does not

More information

Housing Benefit and Council Tax Reduction Self Employed Earnings Information

Housing Benefit and Council Tax Reduction Self Employed Earnings Information Page 1 Housing Benefit and Council Tax Reduction Self Employed Earnings Information FOR OFFICIAL USE ONLY Title Customer Name DOB NI Notes Form Filename Form Reference V1 TEL Email Customer Address Date

More information

Financial Services Director: Nick Eveleigh C.P.F.A.

Financial Services Director: Nick Eveleigh C.P.F.A. Financial Services Director: Nick Eveleigh C.P.F.A. Chelmsford City Council Benefits Section Civic Centre, Duke Street, Chelmsford, CM1 1JE Benefit enquiries: 01245 606400 Housing Benefit and Council Tax

More information

hours per week Is your business a Limited Company? If Yes If yes go to section 4: Company owners/directors

hours per week Is your business a Limited Company? If Yes If yes go to section 4: Company owners/directors COMPANY DIRECTOR/OWNER AND SELF EMPLOYED EARNINGS INFORMATION FORM HOUSING BENEFIT & COUNCIL TAX REDUCTION SCHEME Mae r ffurflen hon ar gael yn Gymraeg o Canolfan Ddinesig This form is also available in

More information

Housing Benefit and Council Tax Reduction self employed earnings information

Housing Benefit and Council Tax Reduction self employed earnings information Housing Benefit and Council Tax Reduction self employed earnings information Mr Mrs Miss Ms Surname Forename Address (include flat no) Post code You can complete this Housing Benefit and Council Tax Reduction

More information

Housing Benefit & Council Tax Support Self-Employed Income Form

Housing Benefit & Council Tax Support Self-Employed Income Form Benefit Section, Wansbeck Square, Ashington, Northumberland, NE63 9XL Telephone: 0345 600 6400 Fax: 01670 620098 Website: www.northumberland.gov.uk Issued Received OFFICE USE ONLY Housing Benefit & Council

More information

Housing Benefit and Council Tax Benefit. Self employed earnings information form Please read the notes at part E before completing this form

Housing Benefit and Council Tax Benefit. Self employed earnings information form Please read the notes at part E before completing this form FOR OFFICE USE ONLY Date of issue Claim reference number Please return this form to: The Benefits Team Tel: 0118 9746000 PO Box 152 Fax: 0118 9195124 Shute End Minicom: Typetalk 0118 9746991 Wokingham

More information

Self-Employed Earnings Information Form

Self-Employed Earnings Information Form 1 Claim reference number Self-Employed Earnings Information Form Please fill in this form if you or your partner is self-employed. If you are both self-employed in different businesses you should each

More information

Housing Benefit / Council Tax Support Full self-employed income form

Housing Benefit / Council Tax Support Full self-employed income form Housing Benefit / Council Tax Support Full self-employed income form Please complete all sections About you Name Address Claim No/ NINO Home telephone number Work telephone number Mobile telephone number

More information

A guide for self employed

A guide for self employed A guide for self employed Housing and council tax benefit advice Equal Opportunities Statement Gravesham Borough Council is committed to ensuring that no service user or customer is discriminated against

More information

Gloucester City Council

Gloucester City Council Gloucester City Council Name Flat/Room New Address you wish to claim for Date Issued HB Ref Form HBCTB-SE Postcode Housing and Council Tax Benefit: Additional form for Self-employed earnings It is very

More information

Financial Statement for. Self-Employed People

Financial Statement for. Self-Employed People Financial Statement for Self-Employed People Ben SE August 2010 About this form Please fill in this form if: you or your partner are self-employed AND you are not sending any business accounts with your

More information

A guide to Housing and Council Tax Benefit for self-employed people.

A guide to Housing and Council Tax Benefit for self-employed people. A guide to Housing and Council Tax Benefit for self-employed people. This leaflet explains about Housing and Council Tax Benefit for self-employed people. You are self-employed if you Who is self-employed?

More information

How to calculate your taxable profits

How to calculate your taxable profits Helpsheet 222 Tax year 6 April 2013 to 5 April 2014 How to calculate your taxable profits A Contacts Please phone: the number printed on page TR 1 of your tax return the SA Helpline on 0300 200 3310 the

More information

How To Write A Report On The Unaudited Accounts Of A Sole Trader

How To Write A Report On The Unaudited Accounts Of A Sole Trader Accounts 31 December 2007 Approval statement I approve these accounts which comprise the Profit and Loss Account, Balance Sheet and related notes. I acknowledge my responsibility for the accounts, including

More information

Self-Employed Declaration Form

Self-Employed Declaration Form Self-Employed Declaration Form Important Notes This form must be completed in full and returned to Perth & Kinross Council no later than. Failure to return this form, fully completed may result in the

More information

Business Expenses Guide

Business Expenses Guide Business Expenses Guide Sole Trader What is this about? Each year, your business must prepare a set of accounts for HM Revenue & Customs (HMRC). These accounts calculate the business profits on which you

More information

APPLICATION FOR FINANCIAL ASSISTANCE

APPLICATION FOR FINANCIAL ASSISTANCE APPLICATION FOR FINANCIAL ASSISTANCE Name of Student(s): Current Year(s): Current School(s): Parent and Fee Payer Details Parent(s) Father Surname: First name: Address: Mother Surname: First name: Address:

More information

MBNA customer questionnaire: credit card payment protection insurance

MBNA customer questionnaire: credit card payment protection insurance MBNA customer questionnaire: credit card payment protection insurance WHAT IS THIS QUESTIONNAIRE FOR? This questionnaire is for you to bring a complaint about the sale of payment protection insurance (PPI).

More information

Whether you re a plumber, a mobile hairdresser or a physiotherapist you ll incur costs as a result of running your business.

Whether you re a plumber, a mobile hairdresser or a physiotherapist you ll incur costs as a result of running your business. Guide to Self-Employed Expenses Whether you re a plumber, a mobile hairdresser or a physiotherapist you ll incur costs as a result of running your business. We ve put together a quick summary of the expenses

More information

Business Rates Department, 1 st Floor Colonnades House, Duke Street, Doncaster, South Yorkshire, DN1 1ER, Helpline 01302 734454 option 2

Business Rates Department, 1 st Floor Colonnades House, Duke Street, Doncaster, South Yorkshire, DN1 1ER, Helpline 01302 734454 option 2 Business Rates Department, 1 st Floor Colonnades House, Duke Street, Doncaster, South Yorkshire, DN1 1ER, Helpline 01302 734454 option 2 Request for Information Date of Issue The Council has numerous powers

More information

APPLICATION FOR FINANCIAL ASSISTANCE

APPLICATION FOR FINANCIAL ASSISTANCE APPLICATION FOR FINANCIAL ASSISTANCE ALTERNATIVELY APPLY ONLINE VIA THE FUND S WEBSITE WWW.NPOWERENERGYFUND.COM BEFORE COMPLETING THE APPLICATION FORM, PLEASE CAREFULLY READ THE NOTES BELOW. When you have

More information

Self-Employment. Guidance Note GN4

Self-Employment. Guidance Note GN4 Self-Employment Guidance Note GN4 Issued by the Income Tax Division 23 April 2012 PLEASE NOTE: This guidance has no binding force and does not affect your right of appeal on points concerning your liability

More information

application for help with your water bills

application for help with your water bills roblems paying Debt and budgeting advice can help you to: 4 Boost your income: Find out about extra benefits, tax credits and schemes. 4 Manage your money: Stay on top of essential bills and keep your

More information

Bromsgrove District Council Discretionary Housing Payments

Bromsgrove District Council Discretionary Housing Payments Name: Address Benefit Reference no: Post Code: Depending on certain conditions, we can make extra payments if you are not currently receiving full Housing Benefit or Council Tax Benefit and we feel you

More information

Student Hardship Application Form

Student Hardship Application Form Date Stamp (Office use) Student Hardship Application Form Please read the notes and checklist prior to completing this form. Help is available with filling out the application form from Student Support.

More information

Chart of Accounts - Sole Trader

Chart of Accounts - Sole Trader Chart of Accounts - Sole Trader The basic road map into any accounting system is the chart of accounts. It is this chart that helps establish the information that will be captured by your accounting system,

More information

Application for a Discretionary Housing Payment

Application for a Discretionary Housing Payment RBBNBDHP Benefit Ref : Date of issue:... To :........ Application for a Discretionary Housing Payment Please return this form by post to: Harrogate Borough Council, Benefit Services, PO Box 787, Harrogate,

More information

BACK TO WORK - ENTERPRISE

BACK TO WORK - ENTERPRISE BACK TO WORK - ENTERPRISE BUSINESS PLAN WORKBOOK BUSINESS CONTACT DETAILS Business Name: Owner: P.P.S. No: Address: Telephone: Mobile: Landline: e-mail: (if any) Legal Structure: Sole Trader Partnership

More information

application for help with your water bills

application for help with your water bills Debt and budgeting advice can help you to: 4 Boost your income: Find out about extra benefits, tax credits and schemes. 4 Manage your money: Stay on top of essential bills and keep your spending on track.

More information

Sole Trader Guide. A complete accountancy service for the small business across the United Kingdom

Sole Trader Guide. A complete accountancy service for the small business across the United Kingdom Sole Trader Guide A complete accountancy service for the small business across the United Kingdom What is a sole trader A sole trader business (being self-employed) is the most simple business type and

More information

Medical Card and GP Visit Card Application Form - People Aged 70 Years or Older MC1(a)

Medical Card and GP Visit Card Application Form - People Aged 70 Years or Older MC1(a) Medical Card and GP Visit Card Application Form - People Aged 70 Years or Older MC1(a) Who should use this form? People 70 years of age or older and their spouse or partner should use this form when applying

More information

Income Payments Agreements and Income Payments Orders

Income Payments Agreements and Income Payments Orders Income Payments Agreements and Income Payments Orders This section provides information about Income Payment Agreements (IPAs) and Income Payment Orders (IPOs). It also covers the questions you are most

More information

Turnover between 320,000 and 13,000,000 ( 250,000) and ( 10,000,000)

Turnover between 320,000 and 13,000,000 ( 250,000) and ( 10,000,000) Accounts Information for General Traders Turnover between 320,000 and 13,000,000 ( 250,000) and ( 10,000,000) File Returns and Accounts Information online at www.revenue.ie Revenue On-Line Service Paper

More information

Contractor and Freelancer. Limited Company. Essential Guide - How to Keep Your Accounts. Made Simple!

Contractor and Freelancer. Limited Company. Essential Guide - How to Keep Your Accounts. Made Simple! Contractor and Freelancer Limited Company Essential Guide - How to Keep Your Accounts Made Simple! Contents Introduction... 5 IR35... 6 What is IR35... 6 What can I do to protect myself?... 6 The Rules

More information

Information from your accounts

Information from your accounts Helpsheet 229 Tax year 6 April 2013 to 5 April 2014 Information from your accounts A Contacts Please phone: the number printed on page TR 1 of your tax return the SA Helpline on 0300 200 3310 the SA Orderline

More information

Business Plan. European Union European Regional Development Fund. Comhairle Contae an Chláir Clare County Council

Business Plan. European Union European Regional Development Fund. Comhairle Contae an Chláir Clare County Council Business Plan European Union European Regional Development Fund Comhairle Contae an Chláir Clare County Council Local Enterprise Office Clare Notes To Help Fill Business Plan Introduction This Business

More information

INFORMATION FOR 2014 TAX RETURN CHECKLIST INDIVIDUAL

INFORMATION FOR 2014 TAX RETURN CHECKLIST INDIVIDUAL For year ended 30 th June 2014 Page 1 of 9 INFORMATION FOR 2014 TAX RETURN CHECKLIST INDIVIDUAL IMPORTANT NOTE WORKFLOW MANAGEMENT We shall endeavour to ensure that your Individual tax return is lodged

More information

A Therapist's Guide to Business Expenses

A Therapist's Guide to Business Expenses WCA Conference November 15, 2014 Developing a Strong Root System for Your Practice: A Therapist's Guide to Business Expenses Business/Tax Structure (sole proprietor, LLC, partnership, sub-chapter S Corp)

More information

Application for a discretionary housing payment

Application for a discretionary housing payment Application for a discretionary housing payment Discretionary housing payments are not payments of Housing Benefit, but only people who receive Housing Benefit or help with housing costs under Universal

More information

Childminders. Information about Tax and National Insurance 2012-2013. HMRC Business Education & Support Team

Childminders. Information about Tax and National Insurance 2012-2013. HMRC Business Education & Support Team Childminders Information about Tax and National Insurance 2012-2013 HMRC Business Education & Support Team Index Page Introduction 2 Registration 2 National Insurance Contributions (NICs) 3-4 How to work

More information

Simple Financial Records for a Small Business

Simple Financial Records for a Small Business Simple Financial Records for a Small Business December 2014 March 2015 A GUIDE TO SIMPLE FINANCIAL RECORDS FOR A SMALL BUSINESS CAVEAT This guide aims to help you set up simple financial records for your

More information

Most of the hard work of setting up and running a Limited Company is at the beginning of the process which Exceed will be able to assist you with.

Most of the hard work of setting up and running a Limited Company is at the beginning of the process which Exceed will be able to assist you with. Limited Companies Introduction Forming a Limited Company may appear to be very daunting to some people, and it is true that a lot of legislation is in place relating to company formation and operation.

More information

Expenses Procedure Guide

Expenses Procedure Guide Expenses Procedure Guide racsgroup.com info@racsgroup.com Expenses Team The expenses team helps contractors submit their legitimately-incurred business expenses efficiently either online, by fax or by

More information

Exceptional Hardship Payments

Exceptional Hardship Payments Revenues and Benefits Civic Centre The Water Gardens For Official Use Only Harlow, Essex, CM20 1WG Council Tax ref: Date Issued: Date Received: Telephone: 01279 446688 E-mail: council.tax@harlow.gov.uk

More information

Use these notes to help you fill in the Self-employment (full) pages of your tax return

Use these notes to help you fill in the Self-employment (full) pages of your tax return Self-employment (full) notes Tax year 6 April 2014 to 5 April 2015 (2014 15) Use these notes to help you fill in the Self-employment (full) pages of your tax return These notes will help you to fill in

More information

Tax and Small Business: Navigating the ATO minefield as June 30 draws closer

Tax and Small Business: Navigating the ATO minefield as June 30 draws closer June 23, 2015 Tax and Small Business: Navigating the ATO minefield as June 30 draws closer The small business sector has variously been described as the engine room of the economy, as well as the biggest

More information

How To Resolve A Debt In The Uk

How To Resolve A Debt In The Uk PRE-ACTION PROTOCOL FOR DEBT CLAIMS Contents 1 INTRODUCTION PARA. 1 2 AIMS OF THE PROTOCOL PARA. 2 3 INITIAL INFORMATION TO BE PROVIDED BY THE CREDITOR PARA. 3 4 REPONSE BY THE DEBTOR PARA. 4 5 DISCLOSURE

More information

Relationship Details outside Australia

Relationship Details outside Australia Relationship Details outside Australia Your Centrelink Reference Number Return this form to the Department of Human Services International Services by How do we assess your relationship? If you cannot

More information

SIPHER ACCOUNT- ING & TAX SOLE TRADER & SELF-EMPLOYMENT GUIDE. Our prices start at 95 for personal tax returns and 250 for sole trader accounts

SIPHER ACCOUNT- ING & TAX SOLE TRADER & SELF-EMPLOYMENT GUIDE. Our prices start at 95 for personal tax returns and 250 for sole trader accounts Our prices start at 95 for personal tax returns and 250 for sole trader accounts SIPHER ACCOUNT- ING & TAX SOLE TRADER & SELF-EMPLOYMENT GUIDE Specialists advice for: Dentists; Doctors; Plumbers; Cab drivers;

More information

Application Form ONLY APPLICATIONS SUBMITTED ON THIS FORM WILL BE PROCESSED BY THE OFFICER

Application Form ONLY APPLICATIONS SUBMITTED ON THIS FORM WILL BE PROCESSED BY THE OFFICER Application Form ONLY APPLICATIONS SUBMITTED ON THIS FORM WILL BE PROCESSED BY THE OFFICER Applicant s details Loan Member Amount of loan Repayment Terms X w/f/m Cheque /Cash Loan Approved/Refused Payment

More information

2014 Tax Questionnaire

2014 Tax Questionnaire Heffernan Crawford Accountants 2014 Tax Questionnaire Make your 2014 Tax Return easy For just 250* Completing Heffernan Crawford Accountants "2014 Tax Questionnaire" can save you time and money in preparing

More information

Guide to Starting Self Employment or Business. Guide No.6 in the Tax Guide Series

Guide to Starting Self Employment or Business. Guide No.6 in the Tax Guide Series Guide to Starting Self Employment or Business Guide No.6 in the Tax Guide Series About This Guide This Guide has been prepared to help someone starting out in a new business or self employment venture

More information

2014 Tax Questionnaire

2014 Tax Questionnaire CLIENT: CBS Accountants CONTACT: Scott Burchfield PROJECT: CBS / Brand DATE: 15 June 2011 REF: Final ART 2014 Tax Questionnaire Make your 2014 Tax Return easy for just $275* Completing CBS Accountants

More information

Tax Preparation Checklist

Tax Preparation Checklist Tax Preparation Checklist Being prepared for tax season could expedite your return and reduce your taxes. We have prepared a list of common items that are present with most returns. Taxpayer Checklist

More information

Paid Work / Weekly / Monthly

Paid Work / Weekly / Monthly Financial Planner Form Please return completed form to: Collections Department Britannia Britannia House Leek ST13 5RG Once you have completed the form please ensure you sign the declaration before returning.

More information

You may also find the expenses area of our support centre a good source of additional information.

You may also find the expenses area of our support centre a good source of additional information. Tempo s Guide to Business Expenses You may also find the expenses area of our support centre a good source of additional information. Why should I record / claim business expenses? Your company s tax bill

More information

Pension Trader Account for SIPP application

Pension Trader Account for SIPP application Pension Trader Account for SIPP application This is an application form to open a Pension Trader Account for SIPP. Please read this application form in conjunction with your Pension Trader Account for

More information

2015 PERSONAL INCOME TAX WORKSHEET

2015 PERSONAL INCOME TAX WORKSHEET 2015 PERSONAL INCOME TAX WORKSHEET TAXPAYER DETAILS Title Tax File Number Surname of Birth First Name Best Contact Number ( ) Other Name/s Or Mobile Telephone Occupation (not Title) Residential Address

More information

DISCRETIONARY HOUSING PAYMENT APPLICATION FORM

DISCRETIONARY HOUSING PAYMENT APPLICATION FORM HBDHPAPP Date of issue: DISCRETIONARY HOUSING PAYMENT APPLICATION FORM Full name Address Contact number Email address Benefit claim reference A. Information 1. Please state how you obtained this form (e.g.

More information

Application for release

Application for release Application for release Write clearly, using a black pen only. Place X in all relevant boxes. If there is not enough space to provide full details, write the additional information on a separate page.

More information

COMPANY CAR AND CAR ALLOWANCE POLICY

COMPANY CAR AND CAR ALLOWANCE POLICY COMPANY CAR AND CAR ALLOWANCE POLICY GENERAL It is the intention of Pilgrims Hospices to move progressively towards providing a car allowance for all employees who need cars routinely for business purposes

More information

Small Company Limited. Report and Accounts. 31 December 2007

Small Company Limited. Report and Accounts. 31 December 2007 Registered number 123456 Small Company Limited Report and Accounts 31 December 2007 Report and accounts Contents Page Company information 1 Directors' report 2 Accountants' report 3 Profit and loss account

More information

Corporation Tax Computation 7 Steps Working Solution by Paul McDevitt, FCCA, F2 Examiner, July 2013.

Corporation Tax Computation 7 Steps Working Solution by Paul McDevitt, FCCA, F2 Examiner, July 2013. Corporation Tax Computation 7 Steps Working Solution by Paul McDevitt, FCCA, F2 Examiner, July 2013. Some students have difficulty in knowing how to deal with addbacks in a corporation tax question. This

More information

Commercial Mortgage Initial Data Capture Form. (Non regulated business only)

Commercial Mortgage Initial Data Capture Form. (Non regulated business only) Aldermore 1st Floor, Block B Western House Lynch Wood PETERBOROUGH PE2 6FZ t 01733 404500 f 0800 0664429 e info@aldermore.co.uk w aldermore.co.uk Commercial Mortgage Initial Data Capture Form. (Non regulated

More information

SIGNIFICANT FINANCIAL HARDSHIP - KIWISAVER

SIGNIFICANT FINANCIAL HARDSHIP - KIWISAVER SIGNIFICANT FINANCIAL HARDSHIP - KIWISAVER A significant financial hardship (hardship) withdrawal can help during times of financial difficulty; however the purpose of your KiwiSaver savings is for your

More information

Statement of Financial Circumstances (Child support reviews)

Statement of Financial Circumstances (Child support reviews) Statement of Financial Circumstances (Child support reviews) Your financial circumstances are relevant to the AAT s decision. This form must be completed and returned to the AAT within the timeframe specified

More information

Chart of Accounts AA Corp Tax 0000-1020 / page 1. Sales. Income from participating interests. Income from other fixed asset investments

Chart of Accounts AA Corp Tax 0000-1020 / page 1. Sales. Income from participating interests. Income from other fixed asset investments 0000-1020 / page 1 0000 Sales 0001 Sales type A 0002 Sales type B 0003 Sales type C 0004 Sales type D 0005 Sales type E 0006 Sales type F 0007 Sales type G 0008 Sales type H 0009 Sales type I 0100 UK sales

More information

Housing Benefit & Council Tax Reduction Change of Income Form

Housing Benefit & Council Tax Reduction Change of Income Form Housing Benefit & Council Tax Reduction Change of Income Form HBCOCFRM Part 1 - Personal Details First name Surname Full Postal address uoy rentrapruoy Tel.. Email address edoctsop edoctsop National Insurance

More information

Application for direct payments of Local Housing Allowance

Application for direct payments of Local Housing Allowance Application for direct payments of Local Housing Allowance Who should fill in this form? We normally pay local Housing Allowance direct to tenants and not landlords. However, in certain circumstances,

More information

Limited Company Guide

Limited Company Guide Limited Company Guide A complete accountancy service for the small business across the United Kingdom What is a limited company? A limited company is a type of business whereby the owner s liability is

More information

Application for Withdrawal Significant Financial Hardship

Application for Withdrawal Significant Financial Hardship KiwiSaver Act 2006 Application for Withdrawal Significant Financial Hardship Use this form to apply for a withdrawal from your KiwiSaver account if you are experiencing, or likely to experience, Significant

More information

How To Write A Packaged Bank Account Complaint Form

How To Write A Packaged Bank Account Complaint Form questions about your packaged bank account If you re complaining about how a packaged bank account was sold, the details you give on this form will help your bank or the Financial Ombudsman Service better

More information

Tax Return Questionnaire - 2014 Tax Year

Tax Return Questionnaire - 2014 Tax Year Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money, and help us help you more effectively. Tax Return Questionnaire

More information

Schedule C Worksheet for Self-Employed Filers and Contractors tax year 2013. Part 1: Business Income and Expenses

Schedule C Worksheet for Self-Employed Filers and Contractors tax year 2013. Part 1: Business Income and Expenses Schedule C Worksheet for Self-Employed Filers and Contractors tax year 2013 This document will list and explain the information and documentation that we will need in order to file a tax return for a self-employed

More information

Medical Card and GP Visit Card Application Form

Medical Card and GP Visit Card Application Form Medical Card and GP Visit Card Form MC1 1 Medical Card and GP Visit Card Application Form MC1 Who should use this form? Anyone applying for either a Medical Card or a GP Visit Card you will be assessed

More information

payment protection insurance: consumer questionnaire

payment protection insurance: consumer questionnaire our ref: payment protection insurance: consumer questionnaire WHAT IS THIS QUESTIONNAIRE FOR? This questionnaire is for consumers to bring a complaint about the sale of payment protection insurance (PPI).

More information

Starting in Business. Get your business up and running with RDP Newmans. clear thinking. positive solutions. www.rdpnewmans.com

Starting in Business. Get your business up and running with RDP Newmans. clear thinking. positive solutions. www.rdpnewmans.com Starting in Business Get your business up and running with RDP Newmans clear thinking. positive solutions www.rdpnewmans.com Contents The First Steps 01 Welcome 01 Business Foundations 01 Finances 02 Overview

More information

Carer s Allowance Claim form

Carer s Allowance Claim form Carer s Allowance Claim form l Use this form to claim Carer s Allowance. l Please read the tes that came with the claim pack before you fill in the form. l The form must be filled in by you, the carer,

More information

Important: Completing the form.

Important: Completing the form. Writing a Business Case Outline Appendix 3 If you wish to receive assistance under the Business Support Scheme or are thinking about exploiting a new idea, starting a new company or purchasing new equipment

More information

Tax Return Questionnaire - 2013 Tax Year

Tax Return Questionnaire - 2013 Tax Year Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money, and help us help you more effectively. Tax Return Questionnaire

More information

3. If you received any interest from a "Seller Financed" mortgage, provide: Name and Address of Payer Social Security Number Amount

3. If you received any interest from a Seller Financed mortgage, provide: Name and Address of Payer Social Security Number Amount Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money, and help us help you more effectively. Tax Return Questionnaire

More information

SOLE TRADER & SELF EMPLOYMENT GUIDE

SOLE TRADER & SELF EMPLOYMENT GUIDE Sipher Accounting & Tax Chartered Certified Accountants and Business Advisers Email: info@sipheraccounting.com Website: www.sipheraccounting.com SOLE TRADER & SELF EMPLOYMENT GUIDE SIPHER ACCOUNTING &

More information

A general guide to keeping records for your tax return

A general guide to keeping records for your tax return A general guide to keeping records for your tax return RK BK1 Contents Introduction 3 Why good record keeping helps you 3 Records you should keep 3 What happens if you don t keep adequate records 4 How

More information

Debt Advice Self help guide

Debt Advice Self help guide Advice Shop Debt Advice Self help guide If you are having problems with debts, making ends meet and paying your bills, then this guide is for you. It explains the steps you can take to sort out your money

More information

Statement of Financial Circumstances (Centrelink reviews)

Statement of Financial Circumstances (Centrelink reviews) Statement of Financial Circumstances (Centrelink reviews) If the decision under review is about a debt, your financial circumstances may be relevant to the AAT s decision. It will be helpful if you fill

More information

Step 1: Visit www.gov.im/onlineservices and register for Isle of Man Government online services by selecting Income Tax service.

Step 1: Visit www.gov.im/onlineservices and register for Isle of Man Government online services by selecting Income Tax service. GuiDance notes, Gn1S ReTuRn form GuiDe SimPlifieD 15-16 important information TO assist WiTh The completion Of YOuR ReTuRn form Why use Online Tax Services? Because you can: File your return efficiently

More information

LOAN APPLICATION FORM

LOAN APPLICATION FORM LOAN APPLICATION FORM Please use black ink and complete all sections in BLOCK CAPITALS. (For loans fully covered by savings or guarantee, only Parts 1, 3 and 9 should be completed.) If you need any help,

More information

What is benefit in kind tax and how quickly will it be applied to my pay?

What is benefit in kind tax and how quickly will it be applied to my pay? FAQ S Can anyone apply for a salary sacrifice lease car? You must be a permanent employee of the Trust; Salary must be above the minimum wage after all salary sacrifices are taken into account (currently

More information