 |
|
|
|
|
Investment Management Association
|
|
|
Investment Funds & Income Tax
|
COMPLETING YOUR TAX RETURN. WHAT YOU NEED TO TELL THE TAXMAN 2007 - 2008
TAX CHECKLIST
- Keep all your tax vouchers together.
- Under self assessment it is important that you keep detailed records.
- At the end of the tax year separate out all the vouchers where the date payable is on or between 6 April 2007 and 5 April 2008.
- Make sure you have all the vouchers for all the *distributions* of a fund for the current year.
- Exclude equalisation, but remember that this figure will be important for *capital gains tax*.
<<previous next>>
|
|
|
|
|
| |
|
|
| |