COMPLETING YOUR TAX RETURN 2008 - 2009

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 2008 and 5 April 2009.
  
• 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*.
  
  

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