Carer Tax Return Checklist 2021

Carer Tax Return Checklist

For the year ended 5 April 2021
Name *

First Name Last Name
Address

Street Address

Street Address Line 2

City County

Postcode
Phone Number

Area Code Phone Number
Email *
example@example.com
This checklist details the information we may need from you to enable us to prepare your Self Assessment Tax Return for the year ended 5 April 2021.

We are aware that not all the information will be relevant for every client but in order for us to provide you with the best service we need to ensure we are not missing any information when we complete your Tax Return.
Deadlines and Payment Dates
It is always advisable to send us your paperwork as soon as possible.This will allow us to provide you with details of your potential upcoming tax payments in a timely manner.   If you are due to make a tax payment in July 2021, it would also be beneficial to complete your Tax Return prior to this date so that we can advise accordingly.

31 July 2021

2nd payment on account for 2020/21 due

Tax Credits Annual Declaration deadline

30 September 2021

Deadline for submitting us your paperwork if you want to pay our ‘early bird’ fee

31 October 2021

Deadline for submitting a paper tax return

31 December 2021

Deadline if wishing to pay tax less than £3,000 through your tax code (if possible)

31 January 2022

Deadline for submitting an electronic tax return

Balancing payment due for 2020/21

1st payment on account due for 2021/22
Fees
We are pleased to offer our discounted early bird fee again.

Discounted Early Bird fee – for information received by 30 September 2021 – starting from £260 plus Vat*

Standard Fee – starting from £290 plus Vat Fee*

Last Minute fee – for information received after 1 December 2021 – starting from £320 plus Vat*

*This is for a standard tax return without additional expenses and other forms of income such as rental income or capital gains.
SECTION A: INCOME
SECTION A1: INCOME FROM CARING
Did you receive any income from caring, e.g. fostering, shared lives, supported lodgings? *

Yes - please upload your Annual Statement of earnings or remittance slips, and complete the placement record at the end of this form No To follow Already held by WG
Did you receive any COVID-19 support? *

Yes - details to be uploaded of dates and payments received No
Upload documents here

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SECTION A2: EMPLOYMENT INCOME
Did you receive any employment income? *

Yes - upload P60 or P45 No To follow Already held by WG
Did you receive any benefits or incur any expenses in relation to your employment? e.g. professional subscriptions or equipment needed with no significant private use. *

Yes - P11d To be uploaded No To follow Already held by WG
Did you have to work from home including due to COVID-19? *

Yes No
As a result of the above, were your additional costs more than £6 per week? *

Yes No
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SECTION A3: SELF EMPLOYMENT OR PARTNERSHIP INCOME
Did you have any self employment income in the year ended 5 April 2021? *

Yes - details to be uploaded No To follow Already held by WG
Did you have partnership income in the year ended 5th April 2021? *

Yes - details to be uploaded No To follow Already held by WG
Did you receive any COVID-19 support? *

Yes - details to be uploaded of dates and payments received No
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SECTION A4: INTEREST AND DIVIDENDS
Did you receive any interest in the year ended 5th April 2021? *

Yes - details to be uploaded No To follow Already held by WG
Did you receive any dividend income in the year ended 5th April 2021? *

Yes - details to be uploaded No To follow Already held by WG
Were any interest bearing accounts opened or closed during the year? *

Yes - details to be uploaded No To follow Already held by WG
Upload interest and dividend documentation

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A5: OTHER INCOME
LAND AND PROPERTY
Did you receive any income from UK or foreign property? *

Yes - PLEASE COMPLETE THE SUPPLEMENTARY RENTAL PAGE No To follow Already held by WG
ASSETS GIFTED/SOLD/TRANSFERRED
Have you sold or gifted any assets, such as shares, property etc.(excluding cars) ? *

Yes - details to be uploaded No To follow Already held by WG
Have you gifted any assets including cash in the past which you are benefitting from in any way? *

Yes - details to be uploaded No To follow Already held by WG
Upload details relating to assets gifted/sold/transferred

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OTHER INCOME INCLUDING STATE BENEFITS
Did you receive Carer's Allowance during the year (this would have been paid to you at a rate of £67.25 per week)? *

Yes - details to be uploaded No To follow Already held by WG
Did you receive or become entitled to any of the following?

• State Pension or any other pensions?

• Foreign income or gains?

• Any income from a trust or deceased estate?

• Any Social Security benefits?

Any other income such as
- Redundancy/compensation payments
- Taxable pension income or lump sums
- Life insurance gains
- Share Schemes
*

Yes - details to be uploaded No To follow Already held by WG
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SECTION B: RELIEFS
PENSION CONTRIBUTIONS
Have you made any personal pension contributions? *

Yes - details to be uploaded No To follow Already held by WG
Has your employer made any pension contributions on your behalf? *

Yes - details to be uploaded No To follow Already held by WG
CHARITABLE DONATIONS
Have you made any payments to a charity under the Gift Aid Scheme? *

Yes - details to be uploaded No To follow Already held by WG
Might you make any large Gift Aid payments before 31 January 2022? *

Yes - details to be uploaded No To follow Already held by WG
Have you gifted any shares or property to charity? *

Yes - details to be uploaded No To follow Already held by WG
OTHER RELIEFS
Have you made any other payments for which tax relief may be available? e.g Enterprise Investment Scheme (EIS),Venture Capital Trusts (VCT), interest on loans to companies? *

Yes - details to be uploaded No To follow Already held by WG
Upload documents relating to Reliefs

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SECTION C: OTHER
REFUNDS/PAYE UNDERPAYMENTS
Has any 2020/21 Income Tax been refunded? *

Yes - details to be uploaded No To follow Already held by WG
Do you have any underpayments of tax for 2019/20 included in your tax coding for 2020/21? *

Yes - details to be uploaded No To follow Already held by WG
OTHER INCOME/EXPENSES
Are there any other income, expenses, claims or information which we should be aware of for the 2020/21 tax return? *

Yes - details to be uploaded No To follow Already held by WG
Upload details relating to Other

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STUDENT LOAN
Do you have a Student Loan? *

Yes No
Which plan?

Plan 1 Plan 2
Amount deducted by employer
If your student loan is due to be repaid within the next 2 years, please tick the box below and provide us with your latest statement from the Student Loans Company

Tick here
Upload latest statement from Student Loans Company

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CHILD BENEFIT
Did you or your partner receive total income over £50,000 and receive child benefit? *

Yes No
If yes enter number of children in respect of which benefit has been received
Amount of child benefit received in year ended 5 April 2021
TAX CREDITS
Are you in receipt of Tax Credits? *

Yes - please provide your information by 30 June 2021 to enable us to inform you of your taxable income by 31 July 2021 No
CLASS 2 NATIONAL INSURANCE
If you are self employed and your taxable income is below £6,475, please confirm if you would like to make voluntary Class 2 National Insurance Contributions.

Yes - if yes you are confirming that you wish to make voluntary Class 2 National Insurance Contributions for the year amounting to £158.60. No
MARRIAGE ALLOWANCE TRANSFER

To be eligible the following must apply.

You were married to, or in a civil partnership with, the same person for all or part of the tax year

You were both born on or after 6 April 1935

Your spouse or civil partner’s income was between £12,501 and £50,000 (or £43,430 if you are in Scotland)
If your taxable income for the year is less than £12,500 you can transfer £1,250 of your Personal Allowance to your spouse or civil partner. Please let us know if you would like to make this transfer *

Yes - I can confirm that I am eligible in accordance with the above. No - I have already had the marriage allowance transferred to me. No - I am not eligible
Please complete the following details for your spouse or civil partner

First Name Last Name
Date of birth of spouse or civil partner

Day Month Year
Date
National Insurance number of spouse or civil partner
Date of marriage or civil partnership

Day Month Year
Date
IMPORTANT CHANGES -2020/21 CAPITAL GAINS TAX
Significant changes to capital gains tax were implemented from 6 April 2020. One of these changes was that if you sell a residential property that was not your main home throughout your ownership, you will need to report and pay any potential capital gains tax within 30 days.
If you would like us to contact you concerning this change or are hoping to sell a residential property that is not your main home within the next 12 months please tick the box below

Tick here
OVERPAYMENT
If you have an overpayment would you like the refund to be

Paid directly to your bank account - if so please give details below Have a cheque sent to you by HMRC
Name of Bank or Building Society
Account Holder Name
Branch Sort Code
Account number
ANY ADDITIONAL INFORMATION
Please detail any additional information below
ADDITIONAL CHECKLISTS Could you please let us know which of the following checklists you have also completed:

Rental Property Supplementary Page
Placement Record

For the year ended 5 April 2021
In order to ensure your full entitlement of children’s allowances is claimed, please include all placements you cared for during the period 6 April 2020 to 5 April 2021 on this record, including respite placements.
Placement 1
Placement name/initials
Placement date of birth, if unavailable, placement age
Date of joining family, if arrived after 6 April 2020

Day Month Year
Date
Date of leaving family, if left before 5 April 2021

Day Month Year
Date
Placement 2
Placement name/initials
Placement date of birth, if unavailable, placement age
Date of joining family, if arrived after 6 April 2020

Day Month Year
Date
Date of leaving family, if left before 5 April 2021

Day Month Year
Date
Placement 3
Placement name/initials
Placement date of birth, if unavailable, placement age
Date of joining family, if arrived after 6 April 2020

Day Month Year
Date
Date of leaving family, if left before 5 April 2021

Day Month Year
Date
Placement 4
Placement name/initials
Placement date of birth, if unavailable, placement age
Date of joining family, if arrived after 6 April 2020

Day Month Year
Date
Date of leaving family, if left before 5 April 2021

Day Month Year
Date
Placement 5
Placement name/initials
Placement date of birth, if unavailable, placement age
Date of joining family, if arrived after 6 April 2020

Day Month Year
Date
Date of leaving family, if left before 5 April 2021

Day Month Year
Date
Placement 6
Placement name/initials
Placement date of birth, if unavailable, placement age
Date of joining family, if arrived after 6 April 2020

Day Month Year
Date
Date of leaving family, if left before 5 April 2021

Day Month Year
Date
Placement 7
Placement name/initials
Placement date of birth, if unavailable, placement age
Date of joining family, if arrived after 6 April 2020

Day Month Year
Date
Date of leaving family, if left before 5 April 2021

Day Month Year
Date
Placement 8
Placement name/initials
Placement date of birth, if unavailable, placement age
Date of joining family, if arrived after 6 April 2020

Day Month Year
Date
Date of leaving family, if left before 5 April 2021

Day Month Year
Date
Additional placements
Please provide details of any additional placements below
Should be Empty:

Carer Tax Return Checklist

Deadlines and Payment Dates

Fees

SECTION A: INCOME

SECTION A1: INCOME FROM CARING

SECTION A2: EMPLOYMENT INCOME

SECTION A3: SELF EMPLOYMENT OR PARTNERSHIP INCOME

SECTION A4: INTEREST AND DIVIDENDS

A5: OTHER INCOME

LAND AND PROPERTY

ASSETS GIFTED/SOLD/TRANSFERRED

OTHER INCOME INCLUDING STATE BENEFITS

SECTION B: RELIEFS

PENSION CONTRIBUTIONS

CHARITABLE DONATIONS

OTHER RELIEFS

SECTION C: OTHER

REFUNDS/PAYE UNDERPAYMENTS

OTHER INCOME/EXPENSES

STUDENT LOAN

CHILD BENEFIT

TAX CREDITS

CLASS 2 NATIONAL INSURANCE

MARRIAGE ALLOWANCE TRANSFER

Placement Record