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Tax Return for the year ended 5 April 2006

For your records only. Do not send to HM Revenue & Customs.

UTR: 7841554573
National Insurance Number: YM638246C
Date: 24/01/2007     NOT SUBMITTED
Name and address: Frank O'GORMAN
6 Eddeys Lane Headley Down BORDON Hampshire
GU35 8HU
Forms Selected
Main Form    
Employment Number of forms
Self-Employment Number of forms
Partnership Number of forms
Land & Property    
Income for the Year Ended 5 April 2006
Q10 I received income from UK savings and investments.
      Interest and alternative finance receipts
Interest and alternative finance receipts from UK banks or building societies
bank, building society etc interest and alternative finance receipts that have not had tax taken off.
10.1
£
Taxable amount
taxed bank or building society etc interest and alternative finance receipts.
10.2
£
Amount after tax deducted
10.3
£
Tax deducted
10.4
£
Gross amount before tax
Interest distributions from UK authorised unit trusts and open-ended investment companies
10.5
£
Amount after tax deducted
10.6
£
Tax deducted
10.7
£
Gross amount before tax
National Savings (other than First Option Bonds and Fixed Rate Savings Bonds and the first £70 of interest from a National Savings Ordinary Account)
10.8
£
Taxable amount
National Savings & Investments First Option Bonds and Fixed Rate Savings Bonds
10.9
£
Amount after tax deducted
10.10
£
Tax deducted
10.11
£
Gross amount before tax
Other income from UK savings and investments (except dividends)
10.12
£
Amount after tax deducted
10.13
£
Tax deducted
10.14
£
Gross amount before tax

      Dividends
Dividends and other qualifying distributions from UK companies
10.15
£
Dividend/distribution
10.16
£
Tax credit
10.17
£
Dividend/distribution plus credit
Dividend distributions from UK authorised unit trusts and open-ended investment companies
10.18
£
Dividend/distribution
10.19
£
Tax credit
10.20
£
Dividend/distribution plus credit
Stock dividends from UK companies
10.21
£
Dividend
10.22
£
Notional tax
10.23
£
Dividend plus notional tax
Non-qualifying distributions and loans written off
10.24
£
Distribution/loan
10.25
£
Notional tax
10.26
£
Taxable amount
Q11 I received a taxable UK pension, retirement annuity, Social Security benefit or a Statutory Payment.
      State pensions and benefits
  Taxable amount for 2005/2006
State Retirement Pension
11.1
£
Widow's Pension or Bereavement Allowance
11.2
£
Widowed Mother's Allowance or Widowed Parent's Allowance
11.3
£
Industrial Death Benefit Pension
11.4
£
Jobseeker's Allowance
11.5
£
Carer's Allowance
11.6
£
Statutory Payments paid by HM Revenue & Customs, including Statutory Sick, Maternity, Paternity and Adoption Pay
11.7
£
Taxable Incapacity Benefit
11.8
£
Tax deducted
11.9
£
Gross amount before tax
      Other pensions and retirement annuities
Pensions (other than State pensions) and retirement annuities
11.10
£
Amount after tax deducted
11.11
£
Tax deducted
11.12
£
Gross amount before tax
Deduction
11.13
£
Amount of deduction
Q12 I made gains on UK life insurance policies, life annuities or capital redemption policies or received refunds of surplus funds from additional voluntary contributions.
 
Gains on UK annuities and friendly societies' life insurance policies where no tax is treated as paid
12.1
Number of years
 
12.2
£
Amount of gain(s)
Gains on UK life insurance policies etc. on which tax is treated as paid
12.3
Number of years
12.4
£
Tax treated as paid
12.5
£
Amount of gain(s)
Gains on life insurance policies in ISAs that have been voided
12.6
Number of years
12.7
£
Tax deducted
12.8
£
Amount of gain(s)
Deficiency relief
12.9
£
Amount
 
Refunds of surplus funds from additional voluntary contributions
12.10
£
Amount received
12.11
£
Notional tax
12.12
£
Amount plus notional tax
Q13 I received other taxable income which I have not already entered elsewhere in my Tax Return.
Other taxable income
13.1
£
Amount after tax deducted
13.2
£
Tax deducted
13.3
£
Amount before tax
Select this box if you have claimed enhanced capital allowances for designated environmentally beneficial plant and machinery to arrive at the figure in box 13.1
13.1A
 
13.4
£
Losses brought forward
13.5
£
Earlier years' losses used in 2005/2006
13.6
£
2005/2006 losses carried forward
Reliefs for the Year Ended 5 April 2006
Q14 I want to claim relief for pension contributions.
      Payments to your retirement annuity contracts
14.1
£
Qualifying payments made in 2005/2006
14.2
£
2005/2006 payments used in an earlier year
14.3
£
2005/2006 payments now to be carried back
14.5
£
Relief claimed
(14.1 minus (14.2 and 14.3))
 
      Payments to your personal pension (including stakeholder pension) contracts
14.6
£
Gross qualifying payments made in 2005/2006
14.7
£
2005/2006 gross payments carried back to 2004/2005
14.9
£
Relief claimed (14.6 minus 14.7)
      Contributions to other pension schemes & Free-Standing AVC schemes
14.10
£
Amount of contributions to employer's schemes not deducted at source from pay
14.11
£
Gross amount of Free-Standing AVC's paid in 2005/2006
 
Q15 I want to claim one or more of the following reliefs.
Interest and alternative finance payments eligible for relief on qualifying loans and arrangements
15.1
£
Amount of payment
Maintenance or alimony payments you have made under a court order, Child Support Agency assessment or legally binding order or agreement
15.2
£
Amount claimed up to £2,280
To claim this relief, either you, your former spouse or former civil partner must have been 65 or over on 5 April 2000.
15.2A
 
Former spouse's/civil partners's date of birth
Subscriptions for Venture Capital Trust shares (up to £200,000)
15.3
£
Amount on which relief is claimed
Subscriptions under the Enterprise Investment Scheme (up to £200,000)
15.4
£
Amount on which relief is claimed
Community Investment Tax relief - invested amount relating to previous tax year(s) and on which relief is due
15.5
£
Total amount on which relief is claimed
Community Investment Tax relief - invested amount for current tax year
15.6
£
15.7
£
box 15.5 + box 15.6
Post-cessation expenses, pre-incorporation losses brought forward and losses on deeply discounted securities, etc
15.8
£
Amount of payment/loss
Trade annuities and patent royalties
15.9
£
Payments made
Payments to a trade union or friendly society for death benefits
15.10
£
Half amount of payment
Payment to your employer's compulsory widow's, widower's or orphan's benefit scheme
15.11
£
Relief claimed
Relief claimed on a qualifying distribution on the redemption of bonus shares or securities
15.12
£
Relief claimed
Q15A I want to claim relief on gifts to charity.
Gift Aid payments, including covenanted payments to charities, made between 6 April 2005 and 5 April 2006
15A.1
£
Total of any 'one off' payments included in box 15A.1
15A.2
£
Gift Aid payments made after 5th April 2005 but treated as if made in 2004/2005
15A.3
£
Gift Aid payments made after 5th April 2006 but treated as if made in 2005/2006
15A.4
£
Total relief claimed in 2005/2006
15A.5
£
Gifts of qualifying investments to charities - shares and securities
15A.6
£
Gifts of qualifying investments to charities - real property
15A.7
£
Allowances for the Year Ended 5 April 2006
Q16 I want to claim:
    Blind person's allowance
    Married couple's allowance
    Transfer allowance to or from spouse
      Blind person's allowance
16.1
Date of registration (if first year of claim)
16.2
Local authority (or other register)
 
      Married couple's allowance
16.3
Date of birth (if born before 6 April 1935)
16.4
Spouse or civil partner's date of birth (if born before 6 April 1935 and if older than you)
 
 
16.5
Spouse or civil partner's full name
16.6
Date of marriage or formation of civil partnership (if after 5 April 2005)
Tick box 16.7, or box 16.8 where half, or all, of the minimum amount of the allowance has been allocated to your wife, husband or civil partner
16.7
Half
16.8
All
The date of birth of any previous wife, husband or civil partner with whom you lived at any time during 2005/2006
16.9
Tick box 16.10, or box 16.11 where half, or all, of the minimum amount of the allowance has been allocated to you
16.10
Half
16.11
All
 
16.12
Spouse or civil partner's full name
16.13
Date of marriage or formation of civil partnership (if after 5 April 2005)
      Transfer surplus allowances
Tick 16.14 if you want your spouse or civil partner to have your unused allowances
16.14
Tick 16.15 if you want to have your spouse's or civil partner's unused allowances
16.15
The amount of the surplus allowances you can have:
16.16
£
Blind person's surplus allowance
16.17
£
Married couple's surplus allowance
Other Information for the Year Ended 5 April 2006
Q17 I am liable to make Student Loan Repayments for 2005/2006 on an Income Contingent Student Loan.
Q18 I want to calculate my tax and, if appropriate, any Student Loan Repayment.
18.1
£
Underpaid tax for earlier years included in your tax code for 2005/2006
18.2
£
Underpaid tax for 2005/2006 included in your tax code for 2006/2007
18.2A
£
Student Loan Repayment due
Class 4 NIC due
18.2B
£
Total tax, Class 4 NIC and Student Loan Repayment due for 2005/2006 before you made any payments on account
18.3
£
18.4
£
Tax due for earlier years
18.5
£
Tax overpaid for earlier years
18.7
£
Your first payment on account for 2006/2007
Tick 18.6 if you are claiming to reduce your 2006/2007 payments on account
18.6
Any 2006/2007 tax you are reclaiming now
18.8
£
Q19 I want to claim a repayment if I have paid too much tax.
Q19A Do you want to nominate a charity to receive all or part of your repayment?
Tick box 19A.1 if you want to nominate a charity to receive all of your repayment
19A.1
Enter the amount of the repayment you want the charity to receive
19A.2
Charity code
19A.3
Tick box 19A.4 if you want Gift Aid to apply and are making the declaration below
19A.4
Tick box 19A.5 to confirm we can provide the charity with details of your name and address when we notify them of your donation.
19A.5
Gift Aid declaration - I want my gift to the nominated charity to be treated as a Gift Aid donation. The charity will receive basic rate income tax on my gift. I confirm that I will pay at least as much income or capital gains tax in 2005/2006 as the charity will receive on my donation.
Q19B Do you want your repayment to be paid to yourself or to your nominee?
      Repayment direct into a bank or building society account
Should the repayment be sent:
to your bank or building society account?
19B.1
to your nominee's bank or building society account?
19B.2
Name of bank or building society
19B.3
 
19B.4
Name of account holder
19B.5
Branch sort code
 
19B.6
Account number
19B.7
Building society reference
      Repayment by cheque
Should the cheque be sent:
to you, at the address on the front page?
19B.8
to your nominee?
19B.9
My nominee is my agent
19B.10
Agent's reference for you (if your agent is your nominee)
19B.11
I authorise
19B.12
Name of your nominee/agent
- Nominee/agent address
19B.13
 
to receive on my behalf the amount due
 
Q20 I have already had 2005/2006 tax refunded or set off by my HM Revenue & Customs office or by Jobcentre Plus.
 
- If yes, enter the amount of the refund in 20.1
20.1
£
Q21 My name or address on the front of the Tax Return is wrong.
 Q22  Please give other personal details.
22.1
Your daytime telephone number
22.2
Your agent's telephone number
22.3
and their name and address
22.4
Your first two forenames
22.5
Say if you are single, married/in a civil partnership, widowed/a surviving civil partner, divorced/civil partnership dissolved or separated
22.6
Your date of birth
22.7
Your National Insurance number
 Q23  Please tick 23.1 to 23.9A if they apply. Provide any additional information in boxes 23.2A and 23.9A below.
Tick 23.1 if you do not want any tax you owe for 2005/2006 collected through your tax code
23.1
Tick 23.2 if this Tax Return contains figures that are provisional because you do not yet have final figures
23.2
Tick 23.3 if you are claiming relief now for 2006/2007 trading, or certain capital, losses
23.3
Tick 23.4 if you are claiming to have post-cessation or other business receipts taxed as income of an earlier year
23.4
Tick 23.5A if you are a party to one or more disclosable tax avoidance schemes.
23.5A
Tick 23.9A if you wish to enter additional information to support entries made on my Tax Return.
23.9A
23.5
Scheme Reference Number(s)
23.6
Tax year in which the expected advantage arises (year ended 5 April)
Business Premises Renovation Allowance (BPRA)
23.7
£
Capital allowance
23.8
£
Balancing charge
23.2A
Other Information - Provisional Figures
23.9
Other Information - Additional Information
23.9
Other Information - Additional Information - Continued
 Q24  Declaration.
24.1
The information I have given in this Tax Return is correct and complete to the best of my knowledge and belief. I understand that if false information is given or any income or chargeable gains are concealed, financial penalties may be charged and/or prosecution may follow.


EMPLOYMENT Income for the year ended 5 April 2006
Details of employer
Employer's PAYE reference
1.1
 
 
Employer's name
1.2
Date employment started (only if between 6 April 2005 and 5 April 2006)
1.3
 
Date employment finished (only if between 6 April 2005 and 5 April 2006)
1.4
 
Employer's address
1.5
 
Tick 1.6 if you were a director of the company
1.6
 
And, if so, was it a close company
1.7
 
Income from employment
      Money
Payments from P60 (or P45)
1.8
£
Before tax
Payments not on P60 etc.
- tips
1.9
£
 
- other payments (excluding expenses entered below and lump sums and compensation payments or benefits entered overleaf)
1.10
£
UK tax deducted from payments in boxes 1.8 to 1.10
1.11
£
Tax deducted
      Benefits and expenses
Assets transferred/
payments made for you
1.12
£
Amount
Vouchers, credit cards and tokens
1.13
£
Amount
Living accommodation
1.14
£
Amount
Mileage allowance
1.15
£
Amount
Company cars
1.16
£
Amount
Fuel for company cars
1.17
£
Amount
Vans
1.18
£
Amount
Interest-free and low-interest loans
1.19
£
Amount
Private medical or dental insurance
1.21
£
Amount
Other benefits
1.22
£
Amount
Expenses payments received and balancing charges
1.23
£
Amount
 
Lump sums and compensation payments or benefits including such payments and benefits from a former employer
Reliefs
£30,000 exemption
1.24
£
Foreign service and disability
1.25
£
Retirement and death lump sums
1.26
£
 
Taxable lump sums
From box B of Help Sheet IR204
1.27
£
From box K of Help Sheet IR204
1.28
£
From box L of Help Sheet IR204
1.29
£
Tax deducted from payments in boxes 1.27 to 1.29
1.30
£
Tick 1.30A if you have left box 1.30 blank because the tax is included in the box 1.11 figure
1.30A
 
    Foreign earnings not taxable in the UK in the year ended 5 April 2006
1.31
£
      Expenses you incurred in doing your job
Travel and subsistence costs
1.32
£
Fixed deductions for expenses
1.33
£
Professional fees and subscriptions
1.34
£
Other expenses and capital allowances
1.35
£
Tick 1.36 if the figure in box 1.32 includes travel between your home and a permanent workplace
1.36
 
    Seafarers' Earnings Deduction
1.37
£
    Foreign tax for which tax credit relief not claimed
1.38
£
Student Loans
    Student Loans repaid by deduction by employer
1.39
£
Tick box 1.39A if your income is under Repayment of Teachers' Loans Scheme
1.39A
 
1.40
Additional Information


Tax Calculation for 2005/2006 (year ended 5 April 2006)
  Income received (before tax taken off)
Pay from all employments             £ 22,500.00
Pay from all employments             £ 22,500.00
Interest received from UK banks and building societies             £ 1.00
Total income received             £ 22,501.00
minus Personal allowance             £ 4,895.00
Total income on which tax is due             £ 17,606.00
  How I have worked out your Income Tax
    Amount    Percentage    Total
Pay, pensions, profit etc.   £ 2,090.00    @ 10%    £ 209.00
    £ 15,515.00    @ 22%    £ 3,413.30
Interest received from a bank or building society etc.
  £ 1.00    @ 20%    £ 0.20
Total income on which tax has been charged             £ 17,606.00
Income Tax charged           £ 3,622.50
minus Tax deducted              
From all employments   £ 3,719.00          
Interest received from UK banks and building societies   £ 1.00          
Total tax deducted             £ 3,720.00
Income Tax overpaid             £ 97.50
Estimated overpayment at 31 January 2007              
2005/2006 balancing credit             £ 97.50
Total Overpaid             £ 97.50
(The 'Total Due' does not take account of any payments already made to cover this liability, unless you have entered details of payments made in box 18.8A. The 'Total Due' also does not include any other liabilities that may be outstanding).

IR Mark: ZZBJKL2RBHDXNM6XXW5SOHJHW6R7E25M