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




    YesNo

    YesNo

    Please give details of all the contracts you have had in the UK during the tax years you are claiming for. Give the month, name of company (i.e. From June 99 to October 99 – O’Neill & Brennan).

    PLEASE ENSURE that your self employment history is complete and accurate otherwise it may result in delays and further administrative charges. (If you have worked for a number of different companies through an agency then please list the agency ONLY).

    START DATE

    FINISH DATE

    CONTRACTORS DETAILS

    CONTRACTORS PHONE NUMBER

    Part 2 – Expense Sheet

    POINTS TO CONSIDER BEFORE COMPLETING THIS EXPENSE SHEET

    If you require assistance with completing this form please do not hesitate to contact us on 0141 370 8615 . We will be happy to assist you with this.

    • Construction Workers may claim tax relief for all business related expenses incurred wholly and exclusively for your business.

    • Please note you cannot claim expenses, which your contractor has already reimbursed.

    • Please ensure you include all allowable business related expenses, as it will determine your tax refund/liability and this should not be based on industry ‘averages’ as these are not acceptable.

    • Please specify the type of trade you carry out (e.g. labour only)

    PLEASE FILL IN YOUR EXPENSES

    CAPITAL EXPENDITURE

    Did you get a loan for the motor vehicle? If so, please provide us with a Statement of Interest from your bank, as the interest portion of the loan is tax deductible. If bought on a Hire Purchase agreement please provide us with a copy of HP agreement as the interest portion is tax deductible.


    YesNoPartial


    YesNo

    Please only continue with this section if you have answered yes to the question above, please list the amount(s) below: