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Tax Return Organiser

Hugh Williams FCA

Tax Return Organiser Kit cover image
  • Expert guidance manual
  • Prepared by award-winning accountants
  • Includes tax-saving tips
  • For completing 2014and 2015 tax returns


Format help

Available Formats

Kit
Valid in the UK
Price: £16.99
ISBN: 9781910143087
Published: August 2014

If the thought of self-assessment and doing your own tax return sends you into a cold sweat, don’t worry. Help is at hand with this Kit!

Keeping organised records and completing your tax return is not as difficult as it seems.

What’s more, you could save money by avoiding accountancy fees if you do it all yourself.

This Tax Return Organiser Kit has been written by a team of tax experts, including former HM Revenue & Customs employees, at a national award-winning firm of chartered accountants. 

It provides a filing system to keep the records you need, in order to complete a tax return with the minimum of hassle, and calculate the correct figures. 

In addition, it will help you meet all HMRC’s requirements when it comes to record-keeping and declaring your income. 

This Tax Return Organiser Kit also includes ways you can reduce your tax bill by taking simple and practical measures.

Written by HM Williams Chartered Accountants, this Kit includes a 64-page Guidance Manual which gives you expert advice and help on:

  • Who needs to complete a tax return
  • How to sort out and keep the records you need in order to complete a tax return with the minimum of hassle
  • Summarising your information for the tax return
  • Calculating what figures go where on the HMRC tax return
  • How to complete an HMRC paper tax return 
  • How to submit your tax return online
  • How to meet all HMRC’s requirements when it comes to record-keeping and declaring all types of income, capital gains, etc.
  • Tax-saving tips: learn simple ways you can reduce your tax bill
  • Tax-free income
  • Tax rates

Plus this paper Tax Return Organiser Kit includes loose-leaf annotated divider cards for easy organising and filing of paperwork, in line with the following tax return sections:

  • Employment, benefits and pensions
  • Self-employment and partnerships
  • Savings and investments
  • Land and property
  • Overseas, trusts and other sources
  • Capital gains
  • Deductions, reliefs and allowances

For 2014 and 2015 tax returns.

Note: Not available as a 'Download Now' eKit.

Tax Return Organiser Kit Contents:


64-page Guidance Manual contents:

1.  Who needs to complete a tax return
2.  Tax-free income
3.  Summarising your information for the tax return:

  • The tax return – Form SA100
  • Additional income – Form SA101
  • Employment income – Form SA102
  • Self-employment and partnership income – Form SA103, Form SA104 and Form SA800
  • Land and property income – Form SA105
  • Foreign income – Form SA106
  • Trust income – Form SA107
  • Capital gains – Form SA108
  • Overseas and residence issues – Form SA109
  • Rough tax calculation – Form SA150
4.  How to submit your tax return online 
5.  Some tax-saving tips 
6.  HMRC supplementary pages, notes and helpsheets 
7.  Tax rates

Loose-Leaf Annotated Divider Cards 

For easy organising and filing of paperwork, in line with the following tax return sections:

  • The tax return (for SA100)
  • Employment pages (for SA102)
  • Self-employment pages (for SA103)
  • Income from land and property (for SA105)
  • Foreign income (for SA106)
  • Income from trusts (for SA107)
  • Capital gains (for SA108)
  • Overseas and residence issues (for SA109)
  • Rough tax calculation for 2013/14 tax year
  • Rough tax calculation for 2014/15 tax year

Use the Updates & Downloads section to:

  • Download forms associated with your Kit
  • Keep up to date with the latest law changes

 

 

 

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Tax Return Organiser Kit cover image
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