| Date: Thu Jan 11 16:23:22 GMT 2024 |
Not Submitted
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| Your personal details |
| Your unique taxpayer reference (UTR): |
7841554573
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| Your name: |
Frank O'Gorman
|
| Address: |
6 Eddeys Lane, Headley Down, BORDON, Hampshire, GU35 8HU
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|
1.
Your date of birth it helps get your tax right DD/MM/YYYY:
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15/08/1947
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2.
Address effective from:
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Not Entered
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3.
Telephone number (including STD):
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07410955305
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|
4.
National Insurance Number (NINO):
|
YM638246C
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| Taxpayer residency status: |
UK
|
|
| 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 2023?:
|
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 2023?:
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Number of forms:
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3. Partnership - Were you in partnership?
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Number of forms:
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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?: This does not include cash lump sums/transfer of assets, otherwise known as capital distributions, received under a will.
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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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Computation(s) provided:
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8. Residence, remittance basis etc - Were you, for all or part of the year to 5 April 2017, 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 and Postgraduate Loan repayments |
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1.
If you've received notification from the Student Loans Company that your repayment of an Income Contingent Loan was due before 6 April 2023, put 'X':
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2.
If your employer has deducted Student Loan repayments enter the amount deducted:
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£
Not Entered
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3.
If your employer has deducted Postgraduate Loan repayments enter the amount deducted:
|
£
Not Entered
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| High Income Child Benefit Charge |
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1.
Total amount of Child Benefit you and your partner got for the year to 5th April 2023:
|
£
Not Entered
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2.
Enter the number of children you and your partner got Child Benefit payments for Tax Year 6 April 2022 to 5 April 2023:
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Not Entered
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3.
Enter the date that you and your partner stopped getting all Child Benefit payments if this was from 6th April 2022 to 5th April 2023
|
Not Entered
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| Incorrectly claimed coronavirus support payments |
|
1.
Amount of HMRC coronavirus support payments incorrectly claimed:
|
£
Not Entered
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|
| Marriage Allowance |
|
1.
Your spouse or civil partner's first name
|
Not Entered
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2.
Your spouse or civil partner's last name
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Not Entered
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3.
Your spouse or civil partner's National Insurance number
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Not Entered
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4.
Your spouse or civil partner's date of birth DD MM YYYY
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Not Entered
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5.
Date of marriage or civil partnership DD MM YYYY
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Not Entered
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| Income |
| UK interest and dividends |
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1.
Taxed UK interest. Enter net amount after tax has been taken off:
|
£
Not Entered
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2.
Untaxed UK interest (amounts which have not been taxed). Enter total amount:
|
£
362.00
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3.
Untaxed foreign interest (up to £2,000) - amounts which have not had tax taken off. Enter total amount:
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£
Not Entered
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4.
Dividends from UK companies. The amount received:
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£
Not Entered
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5.
Other dividends. The amount received:
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£
Not Entered
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6.
Foreign dividends (up to £2,000) - the amount in sterling after foreign tax was taken off. Do not include this amount in the Foreign pages:
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£
Not Entered
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7.
Tax taken off foreign dividends. Enter the sterling equivalent:
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£
Not Entered
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| UK pensions, annuities and other State benefits received |
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8.
State Pension - amount you were entitled to receive in the year, not the weekly or 4 weekly amount.
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£
12457.00
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9.
State Pension lump sum - the gross amount of any lump sum:
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£
Not Entered
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10.
Tax taken off box 9:
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£
Not Entered
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11.
Pensions (other than State Pension), retirement annuities and taxable triviality payments - the gross amount. Tax taken off goes in box 11:
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£
Not Entered
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12.
Tax taken off box 11:
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£
Not Entered
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13.
Taxable Incapacity Benefit and contribution-based Employment & Support Allowance:
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£
Not Entered
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14.
Tax taken off taxable Incapacity Benefit:
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£
Not Entered
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15.
Jobseeker’s Allowance:
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£
Not Entered
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| Other UK income not included on supplementary pages |
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16.
Total of any other taxable State Pensions and benefits:
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£
Not Entered
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17.
Other taxable income - before expenses and tax taken off:
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£
Not Entered
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18.
Total amount of allowable expenses:
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£
Not Entered
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19.
Any tax taken off box 17:
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£
Not Entered
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20.
Benefit from pre-owned assets - read page TRG 15 of the guide:
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£
Not Entered
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21.
Description of boxes 17 and 20 income:
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Not Entered
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| Tax Reliefs |
| Paying into registered pension schemes and overseas pension schemes |
|
1.
Payments to registered pension schemes (also known as PPR) where basic rate tax relief will be claimed by your pension provider (called 'relief at source'). Enter the payments and basic rate tax:
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£
Not Entered
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1.1.
Total of any 'one-off' payments to registered pension schemes included in the 'Payments to registered pension schemes where basic rate tax relief will be claimed by your pension provider' box:
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£
Not Entered
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2.
Payments to a retirement annuity contract (Also known as RAR) where basic rate tax relief will not be claimed by your provider:
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£
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:
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£
Not Entered
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| Charitable giving |
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5.
Gift Aid payments made in the year to 5 April 2023:
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£
Not Entered
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6.
Total of any 'one-off' payments from above:
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£
Not Entered
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7.
Gift Aid payments made in the year to 5 April 2023 but treated as if made in the year to 5 April 2022:
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£
Not Entered
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8.
Gift Aid payments made after 5 April 2023 but to be treated as if made in the year to 5 April 2023:
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£
Not Entered
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9.
Value of qualifying shares or securities gifted to charity:
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£
Not Entered
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10.
Value of qualifying land and buildings gifted to charity:
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£
Not Entered
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11.
Value of qualifying investments gifted to non-UK charities in boxes 9 and 10:
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£
Not Entered
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12.
Gift Aid payments to non-UK charities in box 5:
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£
Not Entered
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| Blind person's allowance |
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13.
If you are registered blind on a local authority or other register, put 'X':
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Not Entered
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14.
Local authority or other register:
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Not Entered
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15.
If your spouse or civil partner claimed blind person's allowance for 6 April 2022 to 5 April 2023 but had insufficient income to use all the allowance, do you want their surplus?
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Not Entered
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16.
If you do not use all your blind person's allowance, do you want your surplus to go to your spouse or civil partner?
|
Not Entered
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| Finishing your Tax Return |
| Tax refunded or set-off |
|
1.
If you have had any 2022-23 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 2022-23 and have a PAYE tax code, we will try to collect the tax due (If less than £3,000) through your tax code for 2024-25, unless you put 'X' in the box:
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|
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3.
If you are likely to owe tax for 2023-24 on income other than employed earnings or pensions, and you do not want us to use your 2023-24 PAYE tax code to collect that tax during the year, put 'X':
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| If you have paid too much tax |
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4.
Name of bank or building society:
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Not Entered
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5.
Name of account holder (or nominee):
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Not Entered
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6.
Branch sort code:
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Not Entered
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7.
Account number:
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Not Entered
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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':
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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:
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Not Entered
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16.
Telephone number:
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Not Entered
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17.
The first line of their address and the postcode:
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Not Entered
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18.
The reference your adviser uses for you:
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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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|
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23.
If you have signed on behalf of someone else, enter the capacity. For example, executor, receiver:
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Not Entered
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24.
Enter the name of the person you have signed for:
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Not Entered
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25.
If you filled in boxes 23 and 24 enter your name:
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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.
Interest etc from gilt edged and other UK securities. Enter the amount after tax was taken off:
|
£
Not Entered
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2.
Tax taken off:
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£
Not Entered
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3.
Gross amount before tax:
|
£
Not Entered
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| Life insurance gains |
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4.
UK policy or contract gains on which tax was treated as paid - the amount of the gain:
|
£
Not Entered
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5.
Number of years the policy has been held or since the last gain
(whichever is less):
|
Not Entered
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6.
UK policy or contract gains where no tax was treated as paid - the amount of the gain:
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£
Not Entered
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|
7.
Number of years the policy has been held or since the last gain
(whichever is less):
|
Not Entered
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8.
UK policy or contract gains from voided ISAs:
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£
Not Entered
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9.
Number of years the policy was held:
|
Not Entered
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|
10.
Tax taken off UK policy or contract gains from voided ISAs:
|
£
Not Entered
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11.
Deficiency relief:
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£
Not Entered
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| Stock dividends, non-qualifying distributions and loans written off |
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12.
Stock dividends. The amount received:
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£
Not Entered
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13.
Bonus issues of securities and redeemable shares:
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£
Not Entered
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13.1.
Close company loans written off or released:
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£
Not Entered
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| Business receipts taxed as income of an earlier year |
|
14.
Amount of post-cessation or other business receipts:
|
£
Not Entered
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15.
Tax year in which income is to be taxed:
|
£
Not Entered
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| Share schemes and employment lump sums, compensation and deductions |
|
1.
Share schemes (taxable amount excluding amounts on P60 or P45):
|
£
Not Entered
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2.
Tax taken off:
|
£
Not Entered
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3.
Taxable lump sums and certain income after the end of your job - excluding redundancy and compensation for loss of your job:
|
£
Not Entered
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4.
Lump sums or benefits received from an Employer-Financed Retirement Benefits Scheme excluding pensions:
|
£
Not Entered
|
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5.
Redundancy and other lump sums and compensation payments - the amount above the £30,000 exemption. Please read Help:
|
£
Not Entered
|
|
6.
Tax taken off boxes 3 to 5
|
£
Not Entered
|
|
7.
Have you left 'Tax taken off' blank because the tax is included in your Employment pages?
|
Not Entered
|
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8.
Exemptions for amounts entered in 'Lump sums or benefits received from an Employer-Financed Retirement Benefits Scheme excluding pensions':
|
£
Not Entered
|
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9.
Compensation and lump sums payments up to the £30,000 exemption. Please read Help:
|
£
Not Entered
|
|
10.
Disability and foreign service deduction: Please read the notes.
|
£
Not Entered
|
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11.
Seafarers' Earnings Deduction. Enter the total amount: Please read the notes.
|
£
Not Entered
|
|
12.
Foreign earnings not taxable in the UK: Please read the notes.
|
£
Not Entered
|
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13.
Foreign tax for which tax credit relief not claimed:
|
£
Not Entered
|
|
14.
Exempt employers' contributions to an overseas pension scheme: Please read the notes.
|
£
Not Entered
|
|
15.
UK patent royalty payments made. Please read the notes.
|
£
Not Entered
|
| Other tax reliefs |
|
1.
Subscriptions for Venture Capital Trust shares. Enter the amount on which relief is claimed:
|
£
Not Entered
|
|
2.
Subscriptions for shares under the Enterprise Investment Scheme. Enter the amount on which relief is claimed: Please read the notes.
|
£
Not Entered
|
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3.
Community Investment Tax Relief. Enter the amount on which relief is claimed: Please read the notes.
|
£
Not Entered
|
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4.
Annual payments made. Please read the notes.
|
£
Not Entered
|
|
5.
Qualifying loan interest payable in the year: Please read the notes.
|
£
Not Entered
|
|
6.
Post-cessation trade relief and certain other losses: Please read the notes.
|
£
Not Entered
|
|
7.
Maintenance payments (max £3,640) only if you or your former spouse or civil partner were born before 6 April 1935: Please read the notes.
|
£
Not Entered
|
|
8.
Payments to a trade union etc for death benefits. Enter half the amount paid (max £100):
|
£
Not Entered
|
|
9.
Relief claimed on a qualifying distribution on the redemption of bonus shares or securities:
|
£
Not Entered
|
|
10.
Subscriptions for shares under the Seed Enterprise Investment Scheme
|
£
Not Entered
|
|
11.
Social Investment Tax Relief - the amount on which relief is claimed
|
£
Not Entered
|
|
12.
Non-deductible loan interest from investments into property letting partnerships:
|
£
Not Entered
|
| Age related married couple's allowance |
|
1.
Full name of your spouse or civil partner:
|
Not Entered
|
|
2.
Their date of birth if older than you (and at least one of you was born before 6 April 1935):
|
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.
Date of birth of your previous spouse or civil partner:
|
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.
Full name of your spouse or civil partner:
|
Not Entered
|
|
9.
If you were married or formed a civil partnership after 5 April 2022, enter the date of marriage or civil partnership:
|
Not Entered
|
|
10.
If your spouse or civil partner had insufficient income to need all their married couple's allowance, do you want their surplus allowance?
|
Not Entered
|
|
11.
If you do not need all the married couple's allowance you have claimed, do you want your spouse or civil partner to have your surplus allowance?
|
Not Entered
|
| Other information |
| Income Tax losses and Limit on Income and Tax Relief |
|
1.
Earlier years' losses (which can be set against certain other income in the tax year 6 April 2022 to 5 April 2023):
|
£
Not Entered
|
|
2.
Unused losses carried forward:
|
£
Not Entered
|
|
3.
Relief now for the tax year 6 April 2023 to 5 April 2024 trade losses or certain capital losses: (Read 'Help about' before completing this question).
|
£
Not Entered
|
|
4.
Enter the amount of relief for the tax year 6 April 2023 to 5 April 2024 trade losses or certain capital losses which is not subject to the limit on Income Tax reliefs
|
£
Not Entered
|
|
5.
Tax year for which you are claiming relief above:
|
Not Entered
|
|
6.
Amount of payroll giving:
|
£
Not Entered
|
| Pension savings tax charges |
|
7.
Value of pension benefits in excess of your Available Lifetime Allowance, taken by you as a lump sum:
|
£
Not Entered
|
|
8.
Value of pension benefits in excess of your Available Lifetime Allowance, not taken as a lump sum:
|
£
Not Entered
|
|
9.
Lifetime Allowance tax paid by your pension scheme:
|
£
Not Entered
|
|
10.
Amount saved towards your pension, in the period covered by this return, in excess of the Annual Allowance:
|
£
Not Entered
|
|
11.
Annual Allowance tax paid or payable by your pension scheme:
|
£
Not Entered
|
|
11.1.
Value of pension benefits transferred subject to the overseas transfer charge:
|
£
Not Entered
|
|
11.2.
Tax paid by your pension scheme on your overseas transfer charge:
|
£
Not Entered
|
|
12.
Pension scheme tax reference number:
|
Not Entered
|
|
13.
Amount of unauthorised payment from a pension scheme, not subject to Surcharge:
|
£
Not Entered
|
|
14.
Amount of unauthorised payment from a pension scheme, subject to Surcharge:
|
£
Not Entered
|
|
15.
Foreign tax paid on an unauthorised payment. Enter the amount in £ sterling:
|
£
Not Entered
|
|
16.
Taxable short service refund of contributions (overseas pension schemes only):
|
£
Not Entered
|
|
18.
Foreign tax paid on Taxable short service refund of contributions. Enter the amount in £ sterling:
|
£
Not Entered
|
| Tax avoidance schemes |
| 19. Scheme reference number, or promoter reference number (tax avoidance scheme 1): |
Not Entered |
| 20. The tax year in which the expected advantage arises, for example 2016-17, YYYY YY |
Not Entered |
| Personal details |
| 22. Your name: |
Frank O'Gorman
|
| 23. Your unique taxpayer reference (UTR): |
7841554573
|
|
| Employment |
| Your name: |
Frank 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: |
£
0.00
|
| 2. UK tax taken off pay in box 1: |
£
0.00
|
| 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
|
| 6.1 If you ceased being a director before 6 April 2023, put the date the directorship ceased in the box: |
Not Entered
|
| 7. And, if the company was a close company, put 'X' in the box - read page EN3 of the Notes: |
X
|
| 8. If this employment income is from inside off-payroll working engagements 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: |
Frank 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 |
£
0.00
|
| 3. Student Loan repayment due |
£
0.00
|
| 3.1 Postgraduate Loan repayment due |
£
0.00
|
| 4. Class 4 NICs due |
£
0.00
|
| 4.1 Class 2 NICs due |
£
0.00
|
| 5. Capital Gains Tax due |
£
0.00
|
| 6. Pension charges due |
£
0.00
|
| Underpaid tax and other debts |
| 7. Amount of underpaid tax for earlier years included in your tax code for 6 April 2022 to 5 April 2023 (from your PAYE Notice of Coding): |
£
0.00
|
| 8. Amount of estimated underpaid tax for 6 April 2022 to 5 April 2023 to be included in your PAYE tax code for 6 April 2023 to 5th April 2024 (from your PAYE Notice of Coding): |
£
0.00
|
| 9. Amount of outstanding debt included in your tax code for 6 April 2022 to 5 April 2023: |
£
0.00
|
| Payments on account |
| 10. If you are claiming to reduce your 2023-24 payments on account, put 'X' in the box |
Not Entered
|
| 11. Your first payment on account for 2023-24 |
£
Not Entered
|
| Blind person's surplus allowance and married couple's surplus allowance |
| 12. Blind person's surplus allowance you can have |
£
Not Entered
|
| 13. 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 |
| 14. Increase in tax due because of adjustments to an earlier year |
£
Not Entered
|
| 15. Decrease in tax due because of adjustments to an earlier year |
£
Not Entered
|
| 16. Any 2023-24 repayment you are claiming now |
£
Not Entered
|
| Any other information |
| 17. Please give any other information in this space |
|
Not Entered
|
| 7QALU7MPAU2GRGBIKNMT2DF45ZMXIJ6Q |
