SK Tax Service Sign Up Form

Transcription

1 SK Tax Service Sign Up Form To enrol with SK Tax Service please print and complete the following form. You must also complete the Authorise Agent and Registering for Self-Assessment forms which are enclosed in this document. Without these we cannot act as your tax advisor with the Inland Revenue and submit your tax return. Once all forms in this document are completed, return them all to: SK Tax Service, Kingsway House, Idle Bank Road, Westwoodside, Doncaster, DN9 2EN We need the original signed forms and cannot accept the forms via fax or . Don't forget you can pay your enrolment fee online with your credit or debit card. Alternatively you can send a cheque or perform a bank transfer. 3 signatures are required, highlighted with a red box. Please ensure all 3 are signed to avoid delays processing your application and claim. Personal Information Full Name: Date of Birth: Address: Post Code: National Insurance Number: Telephone: Continued on next page

2 Employment Details Name of employer: Date commenced current employment: RankRating: Discharge book number: Marital Status: Single Married Divorced Separated If married complete the following questions, otherwise move to the next section Spouse s Details Date of Marriage: Full Name: Date of Birth: Employment Details: National Insurance Number: Name of Employer: Additional Information The following details will assist us in the completion of your annual income tax return Do you receive Child Benefit? YES NO If YES, please provide their name(s): Date of birth(s): Child benefit number: Continued on next page

3 Please delete as appropriate. Do you have any BankBuilding Society accounts which are earning interest? Do you hold any Shares or Unit Trusts which pay dividends? Do you contribute to a personal pension plan or AVC? Do you have a student loan? YES NO YES NO YES NO YES NO A review can be carried out for up to the last four years, if required, to ensure that you have received the correct allowances, or to see if there are any outstanding 100% claims. To enable us to do this we require the following:- 1. Full details of your sea-service, photo-copy from your Discharge Book, precise dates of entering and leaving the UK. Evidence of dates out of UK, as appropriate, and details of foreign ports visited. 2. Full details of your earnings covering the relevant income tax years to be checked. 3. Any other detail which you feel may be relevant to checking previous years Finally, do you require any advice on Pensions, Insurance or Investments? YES NO I authorise S.K. Tax Service to act on my behalf with regard to the settlement of my income tax affairs. I undertake to supply all the relevant information to enable this to be carried out within the required filing dates. I enclose herewith a cheque in the sum of 215 to cover the first twelve months of service. Alternatively you can pay online with your debit or credit card by visiting Signature: Date:

4 Authorising your agent Please read the notes on the back before completing this authority. This authority allows us to exchange and disclose information about you with your agent and to deal with them on matters within the responsibility of HM Revenue & Customs (HMRC), as speci ed on this form. This overrides any earlier authority given to HMRC. We will hold this authority until you tell us that the details have changed. I, (print your name) of (name of your business, company or trust if applicable) authorise HMRC to disclose information to (agent s business name) SK TAX SERVICE LTD who is acting on myour behalf. This authorisation is limited to the matters shown on the right-hand side of this form. Signature see note 1 before signing Please tick the box(es) and provide the reference(s) requested only for those matters for which you want HMRC to deal with your agent. Individual*Partnership*Trust* Tax A airs *delete as appropriate (including National Insurance). Your National Insurance number Unique Taxpayer Reference Tax Credits Your National Insurance number (individuals only) If you are self employed tick here (if applicable) If you are a Self Assessment taxpayer, we will send your Statement of Account to you, but if you would like us to send it to your agent instead, please tick here na If UTR not yet issued tick here (only if not entered above) Date If you have a joint Tax Credit claim and the other claimant wants HMRC to deal with this agent, they should sign here Name Give your personal details or Company registered o ce here Signature Address Joint claimant s National Insurance number Postcode Telephone number Give your agent s details here Corporation Tax na Company Registration number Address KINGSWAY HOUSE, IDLE BANK ROAD WESTWOODSIDE, DONCASTER Company s Unique Taxpayer Reference Postcode Telephone number DN9 2EN Q6775M Agent codes (SACTPAYE) Employer PAYE Scheme Employer PAYE reference na Client reference Accounts O ce reference For o SA NIRS COP NTC cial use only COTAX EBS VAT COP link VAT na (see notes 2 and 5 overleaf) VAT registration number If not yet registered tick here 64-8 HMRC 0706

5 @HMRevenue &Customs Registering for Self Assessment and getting a tax return Do you need to complete a tax return? There are a number of reasons why you may have to complete a tax return for the first time. For example, if you: become a company director start to get income from land and property in the UK have taxable foreign income of more than 300 sell shares, property or other assets liable to Capital GainsTax have annual income of 100,000 or more get untaxed income which cannot be collected through your PAYEcode. If you are unsure whether you need to complete a tax return please phone the Self Assessment Helpline on (open from 8.00 am to 8.00 pm, seven days a week) or go to How to get a tax return If you need to complete a tax return, first you must register for Self Assessment to get a Unique Taxpayer Reference (UTR). The easiest way to do this is to phone the Self Assessment Helpline on Make sure you have all the information this form asks for to hand before you phone us. Or you can fill in the form and send it to the address shown on page 2. If you are self-employed If you are now self-employed you cannot use this form to register. Phone the Helpline for the Newly Self-Employed on or go to and complete and return form CWFl Becoming self-employed and registering for National Insurance contributions andor tax. () Please use capital letters to fill in the boxes. About you () Take particular care to complete the questions marked with this symbol. Title - enter MR, MRS, MISS, MS, or other title () Your date of birth DD MM YYYY Surname or family name First name(s) If you have been within Self Assessmentbefore, pleasetell usyour previous UTR.This is the ten-digit reference in the top left-hand corner on page 1 of your tax return. Previous surname if applicable Your address Date of name change DD MM YYYY () Your National Insurance number (NINO) Postcode You must get a NINO before you can register for Self Assessment.Toapply for a NINOyou should attend an Evidenceof Identity interview at a Jobcentre Plus or Social Security office. Pleasecontact the Department for Work and Pensionson If you believe that you do not need a UKNINOplease give your reasonsbelow. Your daytime contact phone number Now go to page 2 SAl Page 1 HMRC0909

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7 Tax Return Checklist Please find below a list of the detailsdocuments which we require in order to complete and submit your 2018 Tax Return. If you could just check through the list and send on details relevant to your own situation we would be most grateful. We appreciate that not all the details are relevant to you, so please ignore any that do not apply to you. Could we ask that you send in all your information in one go, rather than sending it in to us in bits and pieces? As we have an absolutely massive amount of mail during the busy season (April to August) this will help us enormously. Update of sea service, to include a clear photocopy of your Discharge Book entries (including inside front cover which shows your personal details) or Discharge Certificates, plus qualifying tax day sheets, certified ships movements, proving precise dates of entering and leaving the UK or the twelve mile limit. If you spend any time in the Office between trips we will need these dates as well. Evidence in respect of any leave spent abroad, in terms of flightferry tickets, bank statements or credit card statements showing you making transactions whilst abroad, so as to prove your absence. If you are a Gas or Oil field worker, performing duties in the UK Sector of the North Sea, a signed and stamped statement from the Captain detailing time served onboard and the dates the vessel was outside the 12 mile limit at midnight, or a copy of the ship s log. Pay and tax details, in the form of a copy of your 2018 P60 or End of Year Financial Statement, if not, your payslips for the months of April 17 to March If you have received any benefits in kind or further income related to your job, you should also provide your form P11D, Bond Profit statements or similar. If you are receiving a pension in addition to your employment income, i.e. forces pension, I will require a copy of the 2018 P60 which you should receive in this regard. If you are a Cadet or have been on study leave, your precise dates of attendance at college and whether receiving full pay andor specified income during this period. If you have changed employment or had several employers, we will need the precise dates of starting and finishing with each employer and the relevant P45(s) or all payslips received during that employment. If you have been unemployed we will also need your P60U or statement of benefit received together with dates of unemployment. If you have investment income, such as shares and savings we will need details of these. The types of things we require are Certificates of Deduction of tax for each savings account and Share Dividend Vouchers. Even though most of your savings interest has not been taxed we still need the details to show on your tax return. We also require details of private pensions or Freestanding AVCs (if you don t know what one is you haven t got one!) which you may be paying into, to include the name of the pension provider and your membership number. Also can you confirm the NET amount you paid into the scheme during the period 6th April 2017 and 5th April 2018? Page 1 of 2

8 Should it be the case you have a property which is rented out, we will require full details of rents received and expenses incurred, for which you have receipts. Please do NOT send us your receipts, as we do not have the time to spend sorting all these out. What we need is a simple list of your income and expenditure, if you have an Agent collecting the rent for you, they usually provide this. Also, if you have a loan on that property we need a statement from the Mortgage Lender confirming the amount of interest paid on the loan during the tax year i.e. period ending 5th April If you sell an investmentrental property please let us know so that we can advise the best course of action. However, do bear in mind that we are not qualified accountants and so, if we feel a case is getting too involved, we will advise you to take more specialized advice from a local Accountant. Legislation was introduced in Finance Bill 2016 to repeal the Wear and Tear Allowance provisions and make new provision for a deduction for the replacement of furnishings. The deduction is available for capital expenditure on furniture, furnishings, appliances (including white goods) and kitchenware, where the expenditure is on a replacement item provided for use in the dwelling. The amount of the deduction is the cost of the new replacement item, limited to the cost of an equivalent item if it represents an improvement on the old item (beyond the reasonable modern equivalent) plus the incidental costs of disposing of the old item or acquiring the replacement less any amounts received on disposal of the old item. If you have a Student Loan and you earn in excess of 15,000 per year then you will need to make repayments to the Student Loan Company. So that we can complete your tax return correctly we need to know whether you have such a loan outstanding and the amount of any repayments made during the income tax year. If you are expecting an income tax refund could you please, when sending in your details, also let us have your account details into which you would like the refund to be paid. Do bear in mind that the Revenue are increasingly reluctant to issue cheques due to security issues in the post so this is the safest way to receive your hard-earned tax refund! Could you also confirm if you are in receipt of Child Benefit, and the amount per week you receive, the names and dates of birth of the children for whom you are claiming, and the Child Benefit number as we now need to record this fact on your return? A number of clients have asked us about the advisability of continuing to claim Child Benefit, particularly if you are earning in excess of 50,000, but our advice would be to continue to claim the benefit anyway as, if you need to return any of the benefit, this will be taken into account when we complete your return. If you have already received any refunds of tax in respect of the year, of which we are not aware, could you please let us have full details together with correspondence from the Revenue. Marriage Tax Allowance if your partner does not have sufficient income to be liable to pay tax AND you only pay tax at the basic (20%) rate then it is possible for your partner to transfer part of their allowance to you. Unfortunately we cannot do this for you as your partner is the one who has to make the application, not the tax-payer. This can be done online at and you will need both your NI numbers and one of a range of different acceptable forms of ID for the non-taxpayer. If it is not possible to do this via the web then they can ring the tax office on Please bear in mind that this transfer can only be done between couples who are married, or in a civil partnership. REMEMBER TAX DOESN T HAVE TO BE TAXING! IT JUST IS!! Page 2 of 2