CIS Pack

 

CIS Tax Return Information

    Please complete the Questionnaire and Expense Sheet below. If you have any issues or questions, please contact our team on 0141 370 8615.

    Part 1 – Questionnaire













    Have you previously claimed a tax rebate in the UK?


    Have you uploaded CIS statements, invoices, expenditure and P45/60’s from employment during the year to your Bright Manager account?

    Contracts in the UK

    Please give details of all the contracts you have had in the UK during the tax years you are claiming for. If you have worked for a number of different companies through an agency, please list the agency only.

    Start Date

    Finish Date

    Contractor Details

    Contractor Phone Number

    Part 2 – Expense Sheet

    Construction workers may claim tax relief for business-related expenses incurred wholly and exclusively for the business. Please do not include expenses already reimbursed by your contractor.


    Repairs



    General Administration



    Motor Expenses









    Travel Expenses




    Other Business Expenses





    Capital Expenditure







    Do you have receipts/invoices as evidence of business expenditure?


    Did you receive any other income except from your CIS Vouchers and/or P60/P45?

    Other Income








    • The information I have given above is correct and complete to the best of my knowledge and belief for the relevant tax year.

    • I understand that if I give false information or conceal any part of my income or chargeable gains, I may be liable to financial penalties and/or prosecution by HM Inspector of Taxes.

    • I understand that by filling in this expense sheet I am requesting only an administrative service and McKellar cannot be held responsible for any figures stated on this expense sheet.

    • I understand that it is my responsibility to keep records of my expenditure for at least 6 years.

    • I understand that if a tax enquiry is launched into my tax affairs or the repayment is withheld for any reason, I intend to pay McKellar all fees payable within 14 days.

    • I confirm I have uploaded all relevant paperwork to my Accountancy Manager account.

      Please complete the Questionnaire and Expense Sheet below. If you have any issues or questions, please contact our team on 0141 370 8615.

      Part 1 – Questionnaire













      Have you previously claimed a tax rebate in the UK?


      Document Uploads


      Accepted formats: PDF, JPG, PNG, DOC, DOCX


      Accepted formats: PDF, JPG, PNG, DOC, DOCX, ZIP

      Have you uploaded CIS statements, invoices, expenditure and P45/60’s from employment during the year to your Bright Manager account?

      Contracts in the UK

      Please give details of all the contracts you have had in the UK during the tax years you are claiming for. If you have worked for a number of different companies through an agency, please list the agency only.

      Start Date

      Finish Date

      Contractor Details

      Contractor Phone Number

      Part 2 – Expense Sheet


      Expense Details







      Additional Expenses





      Do you have receipts/invoices as evidence of business expenditure?


      Employment Income (if applicable)

      Did you have any employment income during the year?




      Accepted formats: PDF, JPG, PNG, DOC, DOCX

      Other Income

      Did you receive any other income except from your CIS Vouchers and/or P60/P45?








      • The information I have given above is correct and complete to the best of my knowledge and belief for the relevant tax year.

      • I understand that if I give false information or conceal any part of my income or chargeable gains, I may be liable to financial penalties and/or prosecution by HM Inspector of Taxes.

      • I understand that by filling in this expense sheet I am requesting only an administrative service and McKellar cannot be held responsible for any figures stated on this expense sheet.

      • I understand that it is my responsibility to keep records of my expenditure for at least 6 years.

      • I understand that if a tax enquiry is launched into my tax affairs or the repayment is withheld for any reason, I intend to pay McKellar all fees payable within 14 days.

      • I confirm I have uploaded all relevant paperwork to my Accountancy Manager account.