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

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

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

Transcription

1 Benefit Service PO Box 2, Forde House Newton Abbot, TQ12 4YR Phone: Fax: HB11b - Housing Benefit and Council Tax Support Self Employed Earnings Information Section 1 - About the person who is self employed Full Name: Benefit Reference Number Address and Post Code: National Insurance Number Section 2 - About your Business Name, address and post code of business Business Telephone Number: Type of Business: Start and end dates of your financial year Start: End: Average number of hours worked per week Is your business a partnership? (if so provide your partnership agreement) Yes No hrs If Yes, what percentage of the total profit or loss is yours? % Is your partner or civil partner a partner in the business? Yes No If Yes, what percentage of the profit or loss is theirs? % Is your partner or civil partner on the payroll of the business? Yes No If Yes, what is his/her earnings? Are there other people on the payroll of the business? Yes No 1

2 Do you use part of your own home for business purposes? Yes No If Yes, give details Are you registered with HM Revenue and Customs as self employed? Yes No Section 3 - Accounts Do you have any prepared accounts (audited or otherwise) for your last financial year? If Yes, return a copy with this form If No, please give the reason why and the date you expect to have them Yes No If you do not have any prepared accounts for your last financial year, or if you have not been trading for a full year, please complete section 4 of this form. If you have prepared accounts for the last financial year go to section 5 Section 4 - Income and Expenditure State the exact date covered. This should be your last full financial year or if you have not been trading for a year it should be from the date your business started to the current date From: To: Income Payments received for services and goods supplied Rent from (sub) letting of business premises Interest on monies held in bank accounts etc Tips and gratuities VAT collected ( if VAT registered trader) VAT refunded New Deal payments Total of other business related income separate sheet - please specify details on Less - Cost of Sales (purchases made for re-sale) Less - VAT paid out Gross Income 2

3 Expenditure You must only put down amounts that relate solely to the business Please note - Not all expenditure accepted by the Inland Revenue is acceptable for the assessment of Housing Benefit & Council Tax Support On Business premises: Rent - Water Charges - Rates - Insurance Premiums - Total Any portion of the home used solely for business purposes i.e. an annexe or room. State what you consider to be the cost and percentage used. % Heating and Lighting Mortgage and Loan interest connected to the business Telephone, fax etc Capital repayments on any loan used to repair an existing asset but only to the extent that the loan exceeds any sum paid or due to be paid under an insurance policy for that repair Capital repayments on any loan used to replace an item of equipment or machinery which has worn out in the course of business or has become outdated Interest payable under a credit sale, a consumer credit agreement or a hire purchase agreement (but not the capital elements of such payments) Sum spent on the repair of an existing business asset but only to the extent that the cost of the repair exceeds any sum paid or due to be paid under an insurance policy for that repair Hire, rental or lease costs (but not any capital or purchase elements) Advertising Printing and Stationery Postage Sundries / miscellaneous items Clothing supplied i.e. uniform Cleaning of business premises Sub Total 3

4 Transport Costs - use of car, local transport etc for business purposes Do not include home to work costs unless you work from home Road Tax - Petrol Costs - Insurance - Servicing / Repairs - Deduct personal usage before stating amounts Who owns the vehicle Name: What percentage is for personal use Have you excluded amounts for personal use from the above figures? Other Expenses Total Yes No % Drawings Wages paid to partner or civil partner Employees wages Employer s NI contributions and employer s contributions to a pension scheme which is approved by the Inland Revenue and the Occupational Pensions Board in respect of any employee Legal fees and or accountancy charges connected to the business Any other expenses not specified Gross Expenditure You may be required to provide proof of any expense items listed. The Council will contact you if necessary. Section 5 Is it reasonable to assume that the trading figures for the next twelve months will be similar to those given or the accounts enclosed? Yes No If No, please explain the likely differences: 4

5 Section 6 - Other Outgoings National Insurance Do you hold an exemption certificate? Yes No If No, state how much you pay and please provide evidence of your National Insurance Contributions every: Personal Pension Contributions State how much you pay. Provide proof of the scheme to which you belong and what you pay. every: Section 7 - Declaration Please read this declaration carefully before you sign and date it. I understand the following: If I give information that is incorrect or incomplete, you may take action against me. You will use the information I have provided to process my claim for Housing Benefit and / or Council Tax Support. You may check some of the information with other sources within the Council, Rent Offices and other Councils. You may use any information I have provided in connection with this and any other claim for Social Security benefits that I have or may make. You may give some Information to other government organisations, if the law allows this. I understand that any information I provide may be data matched with other government departments and organisations including credit reference agencies. I authorise the council to make any necessary enquiries to check the information in this form. I am aware that I must let the council s benefit office know about any changes in my circumstances which might affect my claim. I declare that the information I have given on this form is correct and complete. Signature of person claiming Housing Benefit and / or Council Tax Support Signature Date Contact Number HB11b V5 12 Feb 13 5

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 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

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

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

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

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

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

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

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

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

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 and Council Tax Reduction: Self-employed Earnings Form

Housing Benefit and Council Tax Reduction: Self-employed Earnings Form Office use only: HB/CTR ref: Housing Benefit and Council Tax Reduction: Self-employed Earnings Form Revenues, Benefits & Customer Services, PO Box 1354, 22-26 Clements Road, Ilford, Essex IG1 1LF PLEASE

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

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

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

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

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

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

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

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

A Sole Trader. Accounts. 31 December 2007

A Sole Trader. Accounts. 31 December 2007 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

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

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 PembrokeshireLottery Loan Assistance

Application for PembrokeshireLottery Loan Assistance Application for PembrokeshireLottery Loan Assistance Once completed this form shoud be returned, together with 25 administration fee and Lottery entry to: Pembrokeshire Lottery, First Floor, The Smoke

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

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

5.2 BUDGETING; CASH FLOW FORECASTS. Introduction To Budgets And Cash Flow Forecasts. Cash Flow Forecasts. Budget And Cash Flow Exercises

5.2 BUDGETING; CASH FLOW FORECASTS. Introduction To Budgets And Cash Flow Forecasts. Cash Flow Forecasts. Budget And Cash Flow Exercises 52 FUNDING 5 BUDGETING; CASH FLOW FORECASTS Introduction To Budgets And Cash Flow Forecasts Cash Flow Forecasts Budget And Cash Flow Exercises Cash Flow Exercises P 168 INTRODUCTION TO BUDGETS AND CASH

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

PREPARING FINAL ACCOUNTS. part

PREPARING FINAL ACCOUNTS. part 15_1312MH_CH09 27/1/05 8:38 am Page 87 PREPARING part 3 FINAL ACCOUNTS 9 The final accounts of sole traders 10 Accounting principles, concepts and policies 11 Depreciation and fixed assets 12 Bad debts

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

Small Steps to Enterprise. Application for Pembrokeshire Lottery Loan Assistance. www.pembrokeshirelottery.co.uk

Small Steps to Enterprise. Application for Pembrokeshire Lottery Loan Assistance. www.pembrokeshirelottery.co.uk Small Steps to Enterprise Application for Pembrokeshire Lottery Loan Assistance www.pembrokeshirelottery.co.uk Small Steps to Enterprise Loan The Loan Fund The objective of the Pembrokeshire Lottery Small

More information

Business Plan !!!!!!!!!!!!"#$%&'%()*+,$**% % -&,."/.%!"#$%! 0112$**%! 3$4$56&,$%!)#7$2%! 8&7+4$%!)#7$2%! 9#"+4%! :$7*+.$%! !!!!!!!!! ! "!

Business Plan !!!!!!!!!!!!#$%&'%()*+,$**% % -&,./.%!#$%! 0112$**%! 3$4$56&,$%!)#7$2%! 8&7+4$%!)#7$2%! 9#+4%! :$7*+.$%! !!!!!!!!! ! ! Business Plan "#$%&'%()*+,$**% % -&,."/.%"#$% 0112$**% % 3$4$56&,$%)#7$2% 8&7+4$%)#7$2% 9#"+4% :$7*+.$% " MISSION STATEMENT Short term aims 1 to 2 years Long term objectives 2 to 5 years Customers Products

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

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

ANNUAL QUESTIONNAIRE BUSINESS 2015

ANNUAL QUESTIONNAIRE BUSINESS 2015 ANNUAL QUESTIONNAIRE BUSINESS 2015 NAME ADDRESS PHONE NUMBER FAX NUMBER MOBILE NUMBER EMAIL ADDRESS YEAR ENDED Please amend/complete the above information if incorrect or not completed TERMS OF ENGAGEMENT

More information

Your business plan. helping you with your business planning and forecasting. Name of business. Date when completed

Your business plan. helping you with your business planning and forecasting. Name of business. Date when completed Your business plan helping you with your business planning and forecasting Name of business Date when completed Please read the following notes before completing the form. (You may wish to talk to an accountant

More information

click here Exclusion of Liability and Disclaimer

click here Exclusion of Liability and Disclaimer This is an excerpt from Lawpack s book Understanding Accounts Made Easy. To find out more business accounting secrets and expert guidance on understanding accounts, click here. Understanding Accounts Made

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

Crispin and Jeffery Chartered Accountants

Crispin and Jeffery Chartered Accountants Crispin and Jeffery Chartered Accountants Individual Tax Return Checklist PLEASE MAKE SURE YOU ATTACH DETAILS OF ALL ITEMS THAT APPLY TO YOU NAME: DATE OF BIRTH: TELEPHONE: (H) (M) OCCUPATION: (W) (F)

More information

1. WHAT YOUR ANNUAL BUSINESS SURVEY FORM SHOULD COVER: Please read the accompanying notes before completing your return 2.

1. WHAT YOUR ANNUAL BUSINESS SURVEY FORM SHOULD COVER: Please read the accompanying notes before completing your return 2. 1. WHAT YOUR ANNUAL BUSINESS SURVEY FORM SHOULD COVER: This survey covers the United Kingdom activity of businesses (including foreign owned businesses) except where the coverage is specified as Great

More information

SOLE TRADER FINAL ACCOUNTS

SOLE TRADER FINAL ACCOUNTS 6 SOLE TRADER FINAL ACCOUNTS CASE STUDY Starting out in business Olivia Boulton used to work as a buyer of kitchen and cookware goods for a large department store in central London. She was good at her

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

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

BUSINESS PLAN. for. Name: Address: Date:

BUSINESS PLAN. for. Name: Address: Date: BUSINESS PLAN for Name: Address: Date: Executive Summary Last part to write! Brief / Concise / Relevant Tailor to audience Key messages / paragraphs Introduction / Description Benefits Market Research

More information

Application for Discretionary Housing Payment/Council Tax Discretionary Relief

Application for Discretionary Housing Payment/Council Tax Discretionary Relief Application for Discretionary Housing Payment/Council Tax Discretionary Relief Name & Address: Date of Issue: Council Tax Account Number: Email Address and Contact Number: Housing Benefit Claim Reference:

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

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

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

Corporation, LLC & Partnership Organizer

Corporation, LLC & Partnership Organizer \ Corporation, LLC & Partnership Organizer Welcome to the Corporate Organizer for tax this year tax year. 2010. 2011. Please make sure this Organizer is complete and all requested material is provided.

More information

APPLICATION FORM FOR PRIMING / BUSINESS DEVELOPMENT GRANT

APPLICATION FORM FOR PRIMING / BUSINESS DEVELOPMENT GRANT APPLICATION FORM FOR PRIMING / BUSINESS DEVELOPMENT GRANT Freedom of Information The Local Enterprise Office will not release any information received as part of this application except as may be required

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

ANNUAL SMALL BUSINESS / PERSONAL QUESTIONNAIRE CHECKLIST 31 MARCH 2014

ANNUAL SMALL BUSINESS / PERSONAL QUESTIONNAIRE CHECKLIST 31 MARCH 2014 81 Cashmere Road PO Box 28-132 Christchurch 8242 Phone: (03) 337 0076 Mobile: 027 220 6299 Email: cyril@childs.co.nz Website: www.childs.co.nz Name: Balance Date: 31 March 2014 ANNUAL SMALL BUSINESS /

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

Individual Income Tax Return Year ended 31 March 2015

Individual Income Tax Return Year ended 31 March 2015 Commissioner Domestic Taxes P.O. Box 1085 Maseru 100 Tel. +266 2231 3796 Fax +266 2231 2091 Individual Income Tax Return Year ended 31 March 2015 Liability to make a return If you are resident in Lesotho,

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

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

PROFIT & LOSS BEFORE. INCOME Fleet Income 10 cars $ 75,000 Recommended tip $ 15,000 TOTAL. $ 90,000 PERSONNEL Gross Admin/accounting salaries $ 16,200

PROFIT & LOSS BEFORE. INCOME Fleet Income 10 cars $ 75,000 Recommended tip $ 15,000 TOTAL. $ 90,000 PERSONNEL Gross Admin/accounting salaries $ 16,200 PROFIT & LOSS BEFORE INCOME Fleet Income 10 cars $ 75,000 Recommended tip $ 15,000 TOTAL $ 90,000 PERSONNEL Gross Admin/accounting salaries $ 16,200 Payroll taxes benefits processing $ 3,000 CHAUFFEURS

More information

INDIVIDUAL TAX RETURN PREPARATION CHECKLIST 2014

INDIVIDUAL TAX RETURN PREPARATION CHECKLIST 2014 The checklist provides a general list of major issues that should be addressed. (The checklist is not designed to be an exhaustive list of all issues that may warrant consideration) CLIENT S NAME RESIDENCY

More information

Financial Plan. A) Estimated One-Time Financial Requirements. Part One

Financial Plan. A) Estimated One-Time Financial Requirements. Part One Financial Plan The Financial Plan is perhaps one of the most important components of your Business Plan (see Business Plan Handout). Not only is it essential if you are seeking external financing it is

More information

ANNUAL RECORDS CHECKLIST. 2014 Financial Year

ANNUAL RECORDS CHECKLIST. 2014 Financial Year ANNUAL RECORDS CHECKLIST 2014 Financial Year The checklist is in several parts as detailed below. Please complete all of the required sections. The other sections only need to be completed if they apply

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

Partnership/LLC/Sole Proprietorship Organizer

Partnership/LLC/Sole Proprietorship Organizer Partnership/LLC/Sole Proprietorship Organizer Please circle whether your business entity is a Partnership, LLC, or Sole Proprietorship Partnership/LLC/: Sole Proprietorship EIN # Name Date Formed Address:

More information

HOW TO READ FINANCIAL STATEMENTS

HOW TO READ FINANCIAL STATEMENTS HOW TO READ FINANCIAL STATEMENTS By Michael Collins ACMA, TMITI 1 INTRODUCTION Financial statements such as a profit and loss account and a balance sheet can cause considerable confusion to business people

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

Institute of Certified Bookkeepers

Institute of Certified Bookkeepers Making you count Institute of Certified Bookkeepers Level III Diploma in Self-Assessment Tax Returns Completion 1 Level III Diploma in Self-Assessment Tax Returns Completion Course Code L3SAT Introduction

More information

2015 Individual Tax Return Checklist

2015 Individual Tax Return Checklist 2015 Individual Tax Return Checklist Name of taxpayer: Address: Preferred contact no.: Income PAYG payment summaries (eg from employers) Lump sum payments (eg employment termination payment) Partnership

More information

Discretionary housing payment and council tax reduction scheme application form

Discretionary housing payment and council tax reduction scheme application form Discretionary housing payment and council tax reduction scheme application form To qualify for a discretionary housing payment to help with your rent you must be getting housing benefit, or housing costs

More information

The Profit & Loss Account Accounting for Revenue & Expenses

The Profit & Loss Account Accounting for Revenue & Expenses The Profit & Loss Account Accounting for Revenue & Expenses Chapter 3 Luby & O Donoghue (2005) Profit & Loss Account The main reason why people set up in business is to make a profit. The profit and loss

More information

RETURN OF INCOME FOR THE YEAR ENDED 30 JUNE 2013 AND CLAIM FOR ALLOWANCES FOR THE YEAR COMMENCING 1 JULY 2013. Important notes

RETURN OF INCOME FOR THE YEAR ENDED 30 JUNE 2013 AND CLAIM FOR ALLOWANCES FOR THE YEAR COMMENCING 1 JULY 2013. Important notes Ministry of Finance TAX RETURN 2013/2014 Income Tax Office Form IT1P RETURN OF INCOME FOR THE YEAR ENDED 30 JUNE 2013 AND CLAIM FOR ALLOWANCES FOR THE YEAR COMMENCING 1 JULY 2013 Important notes You are

More information

Ford Computer Systems Ltd ACCOUNTS FOR THE YEAR ENDED 30/06/2005

Ford Computer Systems Ltd ACCOUNTS FOR THE YEAR ENDED 30/06/2005 Registered number: 1111111 ACCOUNTS FOR THE YEAR ENDED 30/06/2005 Prepared By: Bloggs & Co ACCOUNTS FOR THE YEAR ENDED 30/06/2005 DIRECTORS D G Ford SECRETARY S J Ford REGISTERED OFFICE 65 High Street

More information

2015 Personal Tax Return Instructions

2015 Personal Tax Return Instructions Page 1 of 6 2015 Personal Tax Return Instructions Your Last Name Your Given Names Postal Address Residential Address (if different to postal address) Your Occupation Work Phone No Mobile Phone No Home

More information

Business Plan. This is a template, which we hope you find helpful when you have identified a premises which you are interested in running.

Business Plan. This is a template, which we hope you find helpful when you have identified a premises which you are interested in running. Business Plan Successful businesses need targets and goals to aim for. Business plans are useful because they document these targets and goals, and allow you to assess your ambitions in black and white

More information

Income Tax Return Checklist Please attach all relevant documents (e.g. Payment summary, etc.)

Income Tax Return Checklist Please attach all relevant documents (e.g. Payment summary, etc.) Income Tax Return Checklist Please attach all relevant documents (e.g. Payment summary, etc.) YEAR ENDED: 30 June 227 Hutt Street, Adelaide SA 5000 Telephone 08 8272 6833 Facsimile 08 8227 2608 www.efcgroup.com.au

More information

CHECKLIST TAX RETURN ATHANS&TAYLOR. Chartered Accountants

CHECKLIST TAX RETURN ATHANS&TAYLOR. Chartered Accountants ATHANS&TAYLOR Chartered Accountants 2015 TAX RETURN CHECKLIST With the end of financial year fast approaching, we have compiled a checklist regarding income expenses that need to be on hand for the preparation

More information

The Mortgage Packager Limited. Applicants name: Fact Find Date: 16-20 South Street Hythe Southampton SO45 6EB

The Mortgage Packager Limited. Applicants name: Fact Find Date: 16-20 South Street Hythe Southampton SO45 6EB Applicants name: Fact Find Date: The Mortgage Packager Limited 16-20 South Street Hythe Southampton SO45 6EB Telephone: 02380 018109 Fax: 02380 001136 info@tmp-mortgages.co.uk Regulated by the Financial

More information

BUSINESS EXPENSES AND DEDUCTIONS

BUSINESS EXPENSES AND DEDUCTIONS 03 BUSINESS EXPENSES AND DEDUCTIONS Claim deductions for your business expenses when you lodge your income tax return, see page 18. To claim deductions for your business expenses when you lodge your income

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

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

Empty Property Assistance (Cluster Programme) Interest Free Loan Enquiry Form for Owner Occupiers

Empty Property Assistance (Cluster Programme) Interest Free Loan Enquiry Form for Owner Occupiers Empty Property Assistance (Cluster Programme) Interest Free Loan Enquiry Form for Owner Occupiers Please fill in this form to help the Council to assess your eligibility for financial assistance. All information

More information

The Comprehensive Service

The Comprehensive Service The Comprehensive Service At PML Accounting Limited, we understand that business affairs need to be dealt with efficiently and effectively, so we have developed a specialist accounting service specifically

More information

2015 Individual Income Tax return submission to H & R BLOCK DARWIN

2015 Individual Income Tax return submission to H & R BLOCK DARWIN Tax File Number Are you an Australian resident? YES/NO/UNSURE VISA Name: Mr/Mrs/Ms/Miss Has your name changed since last return? NO/YES (Previous name ) Date of birth / / Postal address: Residential address

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

Large Company Limited. Report and Accounts. 31 December 2009

Large Company Limited. Report and Accounts. 31 December 2009 Registered number 123456 Large Company Limited Report and Accounts 31 December 2009 Report and accounts Contents Page Company information 1 Directors' report 2 Statement of directors' responsibilities

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

INDEX: WWW.FIRSTBOOKKEEPING.COM.AU

INDEX: WWW.FIRSTBOOKKEEPING.COM.AU INDEX: ü Step 1 Getting started in business registrations Page 3-4 ü Step 2 What you need to know about business income tax Page 5 6 ü Step 3 Business Expenses what to claim Page 7 ü Step 4 Working from

More information

Personal Debt Management Form T: 0845 034 5130 F: 0845 034 5140

Personal Debt Management Form T: 0845 034 5130 F: 0845 034 5140 Personal Debt Management Form T: 0845 034 5130 F: 0845 034 5140 INTRODUCER S DETAILS Introducer: Phone No: Mobile: Contact Name: Fax No: Email: Applicant 1 Title (Mr/Mrs/Ms/Other): Date of Birth: National

More information

ANNUAL RETURN: FORM 1 - FUND BALANCE SHEET ZURICH INSURANCE COMPANY LTD (SINGAPORE BRANCH) 34,844,737 Land and buildings

ANNUAL RETURN: FORM 1 - FUND BALANCE SHEET ZURICH INSURANCE COMPANY LTD (SINGAPORE BRANCH) 34,844,737 Land and buildings ANNUAL RETURN: FORM - FUND BALANCE SHEET I86G General: Singapore Insurance Fund Annex Row No. ASSETS Equity securities A Debt securities B,8,77 Land and buildings C Loans D Cash and deposits 5,6,76 Other

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

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

The standard subjective analysis used for expense categorisation has 10 groupings.

The standard subjective analysis used for expense categorisation has 10 groupings. Local Transparency Expense Categorisation Local Transparency imposes a requirement to categorise expenses according to Chartered Institute of Public Finance & Accountancy (CIPFA) Best Value Accounting

More information

Limited Company Guide

Limited Company Guide A complete service for the small business Nationwide UK Coverage www.the.co.uk What is a limited company? A limited company is a company in which the liability of the members or subscribers of the company

More information

ROYAL MALAYSIAN CUSTOMS GOODS AND SERVICES TAX GUIDE ON VALUERS, APPRAISERS AND ESTATE AGENTS

ROYAL MALAYSIAN CUSTOMS GOODS AND SERVICES TAX GUIDE ON VALUERS, APPRAISERS AND ESTATE AGENTS ROYAL MALAYSIAN CUSTOMS GOODS AND SERVICES TAX GUIDE ON VALUERS, APPRAISERS AND ESTATE AGENTS CONTENTS INTRODUCTION... 1 Overview of Goods and Services Tax (GST)... 1 GST AND VALUERS, APPRAISERS AND ESTATE

More information

BUILD MANAGE PROTECT YOUR FINANCIAL WORLD

BUILD MANAGE PROTECT YOUR FINANCIAL WORLD Cantwell Financial Independence Pty Ltd PO Box 296 CHATSWOOD NSW 2057 Phone: (02) 9413 4772 admin@cantwell.com.au www.cantwell.com.au TAX TIME Individual Checklist BUILD MANAGE PROTECT YOUR FINANCIAL WORLD

More information

Self Employed & Single Member LLC Tax Organizer

Self Employed & Single Member LLC Tax Organizer Self Employed & Single Member LLC Tax Organizer CLIENT INFORMATION Business Name (DBA): Email: Date of Formation: EIN#: Best Phone#: Business Address: Tax Period City: State: ZIP Code: What date was the

More information

CARE HOME SAMPLE PACK LIMITED

CARE HOME SAMPLE PACK LIMITED MANAGEMENT ACCOUNTS For the month of May 2010 1 KPIs Registered beds: 45 Jan-10 Feb-10 Mar-10 Apr-10 Jun-10 Jul-10 Aug-10 Sep-10 Oct-10 Nov-10 Dec-10 Year to Date Average Occupancy 43.50 43.00 41.30 41.90

More information

Non-resident landlords. How is tax calculated and when is it due? www.moorethompson.co.uk 1

Non-resident landlords. How is tax calculated and when is it due? www.moorethompson.co.uk 1 Non-resident landlords The scheme which operates for non-resident landlords is that a return must be submitted, and tax accounted for to HM Revenue and Customs (HMRC), on a quarterly basis, payment being

More information

ANNUAL RETURN: FORM 1 - FUND BALANCE SHEET. 3,906,146 Debt securities. 69,408,444 Land and buildings. 10,117,607 Other invested assets

ANNUAL RETURN: FORM 1 - FUND BALANCE SHEET. 3,906,146 Debt securities. 69,408,444 Land and buildings. 10,117,607 Other invested assets ANNUAL RETURN: FORM - FUND BALANCE SHEET 5 General: Singapore Insurance Fund Annex Row No. ASSETS Equity securities A,96,6 Debt securities B 69,8, Land and buildings C Loans D Cash and deposits 5,7,67

More information