| Date: Sat Jan 30 19:00:39 GMT 2010 |
Not Submitted
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| Your personal details |
| Your unique taxpayer reference (UTR): |
7841554573
|
| Your name: |
F O'GORMAN
|
| Address: |
6 Eddeys Lane, Headley Down, BORDON, Hampshire, GU35 8HU
|
| 1.Your date of birth it helps get your tax right DD/MM/YYYY: |
15/08/1947
|
| 2.
Your name and address if it is different from what is on the front of
this form. Please write the correct details underneath the wrong ones,
and put 'X': |
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| 3. Your contact telephone number: |
Not Entered
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| 4. Your National Insurance number: |
YM638246C
|
|
| What makes up your Tax Return |
|
1. Employment - Were you an employee (or director or office holder) or agency worker in the year to 5 April 2009?:
|
X
Number of forms: 1
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|
2. Self-employment - Did you work for yourself (on your 'own account' or in self-employment) in the year to 5 April 2009?:
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Number of forms: 0
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3. Partnership - Were you in partnership?:
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Number of forms: 0
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|
4. UK Property - Did you receive any income from UK property (including
rents and other income from land you own or lease out)?: |
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5. Foreign - Do you need to complete foreign page
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6. Trusts etc. - Did you receive, or do we consider you to have
received, income from a trust, settlement or a deceased person's
estate?: |
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7. Capital Gains Summary - Did you dispose of any chargeable assets, or
have any chargeable gains, or do you wish to claim an allowable loss or
make any other claim or election?: |
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8. Residence, remittance basis etc - Were you, for all or part of the
year to 5 April 2009, one or more of the following - not resident, not
ordinarily resident, not domiciled, in the UK, or were you dual
resident in the UK and another country?: |
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|
| Student Loan repayments |
|
1. If you have received notification from the Student Loans Company
that repayment of an Income Contingent Student Loan began before 6
April 2009, put 'X': |
£
|
|
2. If your employer has deducted Student Loan repayments enter the amount deducted:
|
Not Entered
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| Income |
| UK interest etc. and dividends |
|
1. UK bank, building society, unit trust, etc. interest/amount which has been taxed already - the net amount after tax:
|
£
31.00
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|
2. Untaxed UK interest etc. (amounts that have not been taxed at all) - the total amount:
|
£
Not Entered
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3. Dividends from UK companies - do not include the tax credit. Property Income Dividends (PIDs) go in box 15 below:
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£
Not Entered
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4. Dividends from authorised unit trusts and open-ended investment
companies - do not include the tax credit PIDs go in box 15 below: |
£
Not Entered
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|
5. Foreign dividends (up to £300) - the amount in sterling before
foreign tax was taken off. Do not include this amount in the Foreign
pages: |
£
Not Entered
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|
6. Tax taken off foreign dividends (the sterling equivalent):
|
£
Not Entered
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| UK pensions, annuities and other State benefits received |
|
7. State Pension - the amount due for the year (not the weekly amount):
|
£
Not Entered
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8. State Pension lump sum:
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£
Not Entered
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9. Tax taken off box 8:
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£
Not Entered
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10. Pensions (other than State Pension), retirement annuities and
taxable triviality payments - give details of the payers, amounts paid
and tax deducted in box 19 on page TR 6: |
£
Not Entered
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11. Tax taken off box 10:
|
£
Not Entered
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12. Taxable Incapacity Benefit - the total amount before tax was taken off:
|
£
Not Entered
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13. Tax taken off box 12:
|
£
Not Entered
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|
14. Total of any other taxable State Pensions and benefits:
|
£
Not Entered
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| Other UK income not included on supplementary pages |
|
15. Other taxable income - before expenses and tax taken off:
|
£
Not Entered
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16. Total amount of allowable expenses:
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£
Not Entered
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17. Any tax taken off box 15:
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£
Not Entered
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18. Benefit from pre-owned assets - read page TRG 14 of the guide:
|
£
Not Entered
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19. Description of boxes 15 and 18 income:
|
Not Entered
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| Tax reliefs: |
| Paying into registered pension schemes and overseas pension schemes |
|
1. Payments to registered pension schemes where basic rate tax relief
will be claimed by your pension provider (called 'relief at source').
Enter the payments and basic rate tax: |
£
Not Entered
|
|
2. Payments to a retirement annuity contract where basic rate tax relief will not be claimed by your provider:
|
£
Not Entered
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3. Payments to your employer's scheme which were not deducted from your pay before tax:
|
£
Not Entered
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4. Payments to an overseas pension scheme which is not UK-registered
which are eligible for tax relief and were not deducted from your pay
before tax: |
£
Not Entered
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| Charitable giving |
|
5. Gift Aid payments made in the year to 5 April 2009:
|
£
Not Entered
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6. Total of any 'one-off' payments in box 5:
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£
Not Entered
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7. Gift Aid payments made in the year to 5 April 2009 but treated as if
made in the year to 5 April 2008 - read page TRG 17 of the guide: |
£
Not Entered
|
|
8. Gift Aid payments made after 5 April 2009 but to be treated as if
made in the year to 5 April 2009 - read page TRG 18 of the guide: |
£
Not Entered
|
|
9. Value of any shares or securities gifted to charity:
|
£
Not Entered
|
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10. Value of any land and buildings gifted to charity:
|
£
Not Entered
|
| Blind person's allowance |
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11. If you are registered blind on a local authority or other register, put 'X':
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|
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12. Enter the name of the local authority or other register:
|
Not Entered
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13. If you want your spouse's, or civil partner's, surplus allowance, put 'X':
|
Not Entered
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14. If you want your spouse, or civil partner, to have your surplus allowance, put 'X':
|
Not Entered
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| Service companies |
|
1. Total amount of any income included anywhere on this Tax Return,
derived from the provision of your services through a service company: |
£
Not Entered
|
|
| Finishing your Tax Return |
| Tax refunded or set-off |
|
1. If you have had any 2008-09 Income Tax refunded or set-off by us or Jobcentre Plus, enter the amount:
|
£
Not Entered
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| If you have not paid enough tax |
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2. If you owe tax for 2008-09 and have a PAYE tax code, we will try to
collect the tax due (If less than £2,000) through your tax code for
2010-11, unless you put 'X' in the box: |
|
|
3. If you are likely to owe tax for 2009-10 on income other than
employed earnings or pensions, and you do not want us to use your
2009-10 PAYE tax code to collect that tax during the year, put 'X' : |
X
|
| If you have paid too much tax |
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4. Name of bank or building society:
|
Smile
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5. Name of account holder (or nominee):
|
F O'Gorman
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6. Branch sort code:
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089288
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7. Account number:
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11489283
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8. Building society reference number:
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Not Entered
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9. If you do not have a bank or building society account, or if you
want a cheque to be sent to you or to your nominee put 'X': |
Not Entered
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10. If you have entered a nominee's name in box 5, put 'X' :
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11. If your nominee is your tax adviser put 'X' :
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Not Entered
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12. Nominee's address:
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Not Entered
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13. and postcode:
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Not Entered
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| Your tax adviser, if you have one |
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15. Your tax adviser's name:
|
Not Entered
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16. Their phone number:
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Not Entered
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17. The first line of their address and the postcode:
|
Not Entered
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18. The reference your adviser uses for you:
|
Not Entered
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| Any other information |
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19. Please give any other information:
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|
Not Entered
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| Signing your form and sending it back |
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20. If this Tax Return contains provisional or estimated figures, put 'X' :
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23. If you have signed on behalf of someone else, enter the capacity. For example, executor, receiver:
|
Not Entered
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24. Enter the name of the person you have signed for:
|
Not Entered
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25. If you filled in boxes 23 and 24 enter your name:
|
Not Entered
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26. and your address:
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| Additional information |
| Other UK income |
| Interest from gilt-edged and other UK securities, deeply discounted securities and accrued income profits |
| 1. Gilt etc. interest after tax taken off: |
£
Not Entered
|
| 2. Tax taken off: |
£
Not Entered
|
| 3. Gross amount before tax: |
£
Not Entered
|
| Life insurance gains |
| 4. UK life insurance policy etc. gains on which tax was treated as paid - the amount of the gain: |
£
Not Entered
|
| 5. Number of years the policy has been held or since the last gain - whichever is less: |
Not Entered
|
| 6. UK life insurance policy etc. gains where no tax was treated as paid - the amount of the gain: |
£
Not Entered
|
| 7. Number of years the policy has been held or since the last gain - whichever is less: |
Not Entered
|
| 8. UK life insurance policy etc. gains from voided ISAs: |
£
Not Entered
|
| 9. Number of years the policy was held: |
Not Entered
|
| 10. Tax taken off box 8: |
£
Not Entered
|
| 11. Deficiency relief: |
£
Not Entered
|
| Stock dividends, non-qualifying distributions and loans written off |
| 12. Stock dividends - the appropriate amount in cash/cash equivalent of the share capital - without any tax: |
£
Not Entered
|
| 13. Non-qualifying distributions and close company loans written off or released: |
£
Not Entered
|
| Business receipts taxed as income of an earlier year |
| 14. The amount of post-cessation or other business receipts: |
£
Not Entered
|
| 15. Tax year income to be taxed, for example 2007-08 YYYY YY: |
Not Entered
|
| Share schemes and employment lump sums, compensation and deductions |
| 1. Share schemes - the taxable amount - excluding amounts included on your P60 or P45: |
£
Not Entered
|
| 2. Tax taken off box 1: |
£
Not Entered
|
| 3.
Taxable lump sums - excluding redundancy and compensation for loss of
your job - see notes starting on page AiN 28 and working sheet 22: |
£
Not Entered
|
| 4. Lump sums or benefits received from an Employer-Financed Retirement Benefits Scheme excluding pensions: |
£
Not Entered
|
| 5. Redundancy and other lump sum and compensation payments: |
£
Not Entered
|
| 6. Tax taken off boxes 3 to 5: |
£
Not Entered
|
| 7. If you have left box 6 blank because the tax is included in box 2 on the Employment page, put 'X' in the box: |
Not Entered
|
| 8. Exemptions for amounts entered in box 4: |
£
Not Entered
|
| 9. Compensation and lump sum £30,000 exemption - see page AiN 28 of the notes: |
£
Not Entered
|
| 10. Disability and foreign service deduction: |
£
Not Entered
|
| 11.
Seafarers' Earnings Deduction - the total amount (and give the names of
the ships in the 'Additional information' box on page Ai 4): |
£
Not Entered
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| 12. Foreign earnings not taxable in the UK: |
£
Not Entered
|
| 13. Foreign tax for which tax credit relief not claimed: |
£
Not Entered
|
| 14. Exempt employers' contributions to an overseas pension scheme: |
£
Not Entered
|
| Other tax reliefs |
| 1. Subscriptions for Venture Capital Trust shares - the amount on which relief is claimed: |
£
Not Entered
|
| 2.
Subscriptions for shares under the Enterprise Investment Scheme - the
amount on which relief is claimed (and provide more information on page
Ai 4): |
£
Not Entered
|
| 3. Community Investment Tax Relief - the amount on which relief is claimed: |
£
Not Entered
|
| 4. Annuities and annual payments made: |
£
Not Entered
|
| 5. Qualifying loan interest payable in the year: |
£
Not Entered
|
| 6. Post-cessation expenses and certain other losses: |
£
Not Entered
|
| 7. Maintenance payments (max £2,540) - only if you or your former spouse or civil partner were born before 6 April 1935: |
£
Not Entered
|
| 8. Payments to a trade union etc. for death benefits - half the amount paid (max £100): |
£
Not Entered
|
| 9. Relief claimed for employer's compulsory widow's, widower's or orphan's benefit scheme - (max £20): |
£
Not Entered
|
| 10. Relief claimed on a qualifying distribution on the redemption of bonus shares or securities: |
£
Not Entered
|
| Age related married couple's allowance |
| 1. Your spouse's or civil partner's full name: |
Not Entered
|
| 2. Their date of birth if older than you (and at least one of you was born before 6 April 1935) DDMMYYYY: |
Not Entered
|
| 3. If you have already agreed that half the minimum allowance is to go to your spouse or civil partner, put 'X' in the box: |
Not Entered
|
| 4. If you have already agreed that all of the minimum allowance is to go to your spouse or civil partner, put 'X' in the box: |
Not Entered
|
| 5. If, in the year to 5 April 2009, you lived with any previous spouse or civil partner, enter their date of birth: |
Not Entered
|
| 6. If you have already agreed that half of the minimum allowance is to be given to you, put 'X' in the box: |
Not Entered
|
| 7. If you have already agreed that all of the minimum allowance is to be given to you, put 'X' in the box: |
Not Entered
|
| 8. Your spouse's or civil partner's full name: |
Not Entered
|
| 9. If you were married or formed a civil partnership after 5 April 2008, enter the date of marriage or civil partnership: |
Not Entered
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| 10. If you want to have your spouse's or civil partner's surplus allowance, put 'X' in the box: |
Not Entered
|
| 11. If you want your spouse or civil partner to have your surplus allowance, put 'X' in the box: |
Not Entered
|
| Other information |
| Income Tax losses |
| 1. Earlier years' losses - which can be set against certain other income in 2008-09: |
£
Not Entered
|
| 2. Total unused losses carried forward: |
£
Not Entered
|
| 3. Relief now for 2009-10 trading, or certain capital, losses: |
£
Not Entered
|
| 4. Tax year for which you are claiming relief in box 3, for example 2007-08 YYYY YY: |
Not Entered
|
| Pension savings tax charges and taxable lump sums from overseas pension schemes |
| 5. Value of pension benefits in excess of your Available Lifetime Allowance, taken by you as a lump sum: |
£
Not Entered
|
| 6. Value of pension benefits in excess of your Available Lifetime Allowance, not taken as a lump sum: |
£
Not Entered
|
| 7. Lifetime Allowance tax paid by your pension scheme: |
£
Not Entered
|
| 8. Amount saved towards your pension, in the period covered by this Tax Return, in excess of the Annual Allowance: |
£
Not Entered
|
| 9. Amount of unauthorised payment from a pension scheme, not subject to Surcharge: |
£
Not Entered
|
| 10. Amount of unauthorised payment from a pension scheme, subject to Surcharge: |
£
Not Entered
|
| 11. Foreign tax paid on an unauthorised payment (in £ sterling): |
£
Not Entered
|
| 12. Taxable short service refund of contributions (overseas pension schemes only): |
£
Not Entered
|
| 13. Taxable lump sum death benefit payment (overseas pension schemes only): |
£
Not Entered
|
| 14. Foreign tax paid (in £ sterling) on boxes 12 and 13: |
£
Not Entered
|
| Tax avoidance schemes |
| 15. The scheme reference number: |
Not Entered |
| 16. The tax year in which the expected advantage arises, for example 2007-08, YYYY YY |
Not Entered |
| Additional information |
| 17. Please give any additional information in this space: |
|
Not Entered
|
| Personal details |
| 18. Your name: |
F O'GORMAN
|
| 19. Your unique taxpayer reference (UTR): |
7841554573
|
|
| Employment |
| Your name: |
F O'GORMAN
|
| Your unique taxpayer reference (UTR): |
7841554573
|
|
| Complete an Employment page for each employment or directorship |
| 1. Pay from this employment - the total from your P45 or P60 - before tax was taken off: |
£
13500.00
|
| 2. Tax taken off pay in box 1: |
£
1612.00
|
| 3. Tips and other payments not on your P60 - read page EN 3 of the notes: |
£
Not Entered
|
| 4. PAYE tax reference of your employer (on your P45/P60): |
765/W2266
|
| 5. Your employer's name: |
Wingpath Ltd
|
| 6. If you were a company director, put 'X' in the box: |
X
|
| 7. And, if the company was a close company, put 'X' in the box - read page EN3 of the Notes: |
X
|
| 8.
If you are a part-time teacher in England and Wales and are on the
Repayment of Teachers' Loan Scheme for this employment, put 'X' in the
box: |
|
| Benefits from your employment - use your form P11D (or equivalent information) |
| 9. Company cars and vans - the total 'cash equivalent' amount: |
£
Not Entered
|
| 10. Fuel for company cars and vans - the total 'cash equivalent' amount: |
£
Not Entered
|
| 11. Private medical and dental insurance - the total 'cash equivalent' amount: |
£
Not Entered
|
| 12. Vouchers, credit cards and excess mileage allowance: |
£
Not Entered
|
| 13. Goods and other assets provided by your employer - the total value or amount: |
£
Not Entered
|
| 14. Accommodation provided by your employer - the total value or amount: |
£
Not Entered
|
| 15. Other benefits (including interest-free and low interest loans) - the total 'cash equivalent' amount: |
£
Not Entered
|
| 16. Expenses payments received and balancing charges: |
£
Not Entered
|
| Employment expenses |
| 17. Business travel and subsistence expenses: |
£
Not Entered
|
| 18. Fixed deductions for expenses: |
£
Not Entered
|
| 19. Professional fees and subscriptions: |
£
Not Entered
|
| 20. Other expenses and capital allowances: |
£
Not Entered
|
|
| Tax Calculation Summary |
| Your name: |
F O'GORMAN
|
| Your unique taxpayer reference (UTR): |
7841554573
|
| Self assessment |
| 1. Total tax, Student Loan repayment and Class 4 NICs due before any payments on account: |
£
0.00
|
| 2. Total tax, Student Loan repayment and Class 4 NICs overpaid |
£
119.15
|
| 3. Student Loan repayment due |
£
0.00
|
| 4. Class 4 NICs due |
£
0.00
|
| 5. Capital Gains Tax due |
£
0.00
|
| 6. Pension charges due |
£
0.00
|
| Underpaid tax |
| 7. Underpaid tax for earlier years included in your tax code for 2008-09 |
£
0.00
|
| 8. Underpaid tax for 2008-09 included in your tax code for 2009-10 |
£
0.00
|
| Payments on account |
| 9.
If you are claiming to reduce your 2009-10 payments on account, put 'X'
in the box - enter the reduced amount of your first payment in box 10
and say why you are making the claim in box 16 overleaf |
Not Entered
|
| 10. Your first payment on account for 2009-10 |
£
Not Entered
|
| Blind person's surplus allowance and married couple's surplus allowance |
| 11. Blind person's surplus allowance you can have |
£
Not Entered
|
| 12.
If you or your spouse or civil partner were born before 6 April 1935,
the amount of married couple's surplus allowance you can have |
£
Not Entered
|
| Adjustments to tax due |
| 13. Increase in tax due because of adjustments to an earlier year |
£
Not Entered
|
| 14. Decrease in tax due because of adjustments to an earlier year |
£
Not Entered
|
| 15. Any 2009-10 repayment you are claiming now |
£
Not Entered
|
| Any other information |
| 16. Please give any other information in this space |
|
Not Entered
|
| Submission receipt reference number: 3WU5ZJ65EQQQUDATVNIBTH3ZTX2IBXGS |
