Tax Repayments

If you generally receive a tax repayment and would like me to complete your Tax Return I will require details of all sources of income and claims to allowances relating to the Tax Return in question, to include :

  • Details of any bank or building society interest received and tax deducted.
  • Details of any dividends received in respect of shares held.
  • Details of any pension income received (where applicable) and tax deducted.

Note - If in doubt please contact me in order that I may provide a case specific summary of the information required.