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  • Carer Tax Return Checklist

    For the year ended 5 April 2021
  •  -

  • 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?*
  • Did you receive any COVID-19 support?*
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  • SECTION A2: EMPLOYMENT INCOME

  • Did you receive any employment income?*
  • 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.*
  • Did you have to work from home including due to COVID-19?*
  • As a result of the above, were your additional costs more than £6 per week?*
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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?*
  • Did you have partnership income in the year ended 5th April 2021?*
  • Did you receive any COVID-19 support?*
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  • SECTION A4: INTEREST AND DIVIDENDS

  • Did you receive any interest in the year ended 5th April 2021?*
  • Did you receive any dividend income in the year ended 5th April 2021?*
  • Were any interest bearing accounts opened or closed during the year?*
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  • A5: OTHER INCOME

  • LAND AND PROPERTY

  • Did you receive any income from UK or foreign property?*

  • ASSETS GIFTED/SOLD/TRANSFERRED

  • Have you sold or gifted any assets, such as shares, property etc.(excluding cars) ?*
  • Have you gifted any assets including cash in the past which you are benefitting from in any way?*
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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)?*

  • 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
  • *
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  • SECTION B: RELIEFS

  • PENSION CONTRIBUTIONS

  • Have you made any personal pension contributions?*
  • Has your employer made any pension contributions on your behalf?*

  • CHARITABLE DONATIONS

  • Have you made any payments to a charity under the Gift Aid Scheme?*
  • Might you make any large Gift Aid payments before 31 January 2022?*
  • Have you gifted any shares or property to charity?*

  • 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?*
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  • SECTION C: OTHER

  • REFUNDS/PAYE UNDERPAYMENTS

  • Has any 2020/21 Income Tax been refunded?*
  • Do you have any underpayments of tax for 2019/20 included in your tax coding for 2020/21?*

  • OTHER INCOME/EXPENSES

  • Are there any other income, expenses, claims or information which we should be aware of for the 2020/21 tax return?*
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  • STUDENT LOAN

  • Do you have a Student Loan?*
  • Which plan?
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  • CHILD BENEFIT

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

  • TAX CREDITS

  • Are you in receipt of Tax Credits?*

  • 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.

  • 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*
  • Date of birth of spouse or civil partner
     - -
    2 digit day, 2 digit month, 4 digit year
  • Date of marriage or civil partnership
     - -
    2 digit day, 2 digit month, 4 digit year

  • 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.

  • OVERPAYMENT 

  • If you have an overpayment would you like the refund to be

  • ANY ADDITIONAL INFORMATION 

  • 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

  • Date of joining family, if arrived after 6 April 2020
     - -
    2 digit day, 2 digit month, 4 digit year
  • Date of leaving family, if left before 5 April 2021
     - -
    2 digit day, 2 digit month, 4 digit year

  • Placement 2

  • Date of joining family, if arrived after 6 April 2020
     - -
    2 digit day, 2 digit month, 4 digit year
  • Date of leaving family, if left before 5 April 2021
     - -
    2 digit day, 2 digit month, 4 digit year

  • Placement 3

  • Date of joining family, if arrived after 6 April 2020
     - -
    2 digit day, 2 digit month, 4 digit year
  • Date of leaving family, if left before 5 April 2021
     - -
    2 digit day, 2 digit month, 4 digit year

  • Placement 4

  • Date of joining family, if arrived after 6 April 2020
     - -
    2 digit day, 2 digit month, 4 digit year
  • Date of leaving family, if left before 5 April 2021
     - -
    2 digit day, 2 digit month, 4 digit year

  • Placement 5

  • Date of joining family, if arrived after 6 April 2020
     - -
    2 digit day, 2 digit month, 4 digit year
  • Date of leaving family, if left before 5 April 2021
     - -
    2 digit day, 2 digit month, 4 digit year

  • Placement 6

  • Date of joining family, if arrived after 6 April 2020
     - -
    2 digit day, 2 digit month, 4 digit year
  • Date of leaving family, if left before 5 April 2021
     - -
    2 digit day, 2 digit month, 4 digit year

  • Placement 7

  • Date of joining family, if arrived after 6 April 2020
     - -
    2 digit day, 2 digit month, 4 digit year
  • Date of leaving family, if left before 5 April 2021
     - -
    2 digit day, 2 digit month, 4 digit year

  • Placement 8

  • Date of joining family, if arrived after 6 April 2020
     - -
    2 digit day, 2 digit month, 4 digit year
  • Date of leaving family, if left before 5 April 2021
     - -
    2 digit day, 2 digit month, 4 digit year

  • Additional placements

  • Should be Empty: