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 Full Name Address Overseas Address Nationality -----United StatesCanadaMexicoUnited KingdomAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntigua and BarbudaArgentinaArmeniaArmeniaArubaAustraliaAustriaAzerbaijanAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaireBosnia and HerzegovinaBotswanaBouvet Island (Bouvetoya)BrazilBritish Indian Ocean Territory (Chagos Archipelago)British Virgin IslandsBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongoCongoCook IslandsCosta RicaCote d'IvoireCroatiaCubaCuraçaoCyprusCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland Islands (Malvinas)Faroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly See (Vatican City State)HondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKazakhstanKenyaKiribatiKoreaKoreaKuwaitKyrgyz RepublicLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyan Arab JamahiriyaLiechtensteinLithuaniaLuxembourgMacaoMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairn IslandsPolandPortugalPuerto RicoQatarReunionRomaniaRussian FederationRwandaSaint BarthelemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint Maarten (Netherlands)Slovakia (Slovak Republic)SloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia & S. Sandwich IslandsSpainSri LankaSudanSurinameSvalbard & Jan Mayen IslandsSwazilandSwedenSwitzerlandSyrian Arab RepublicTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. Virgin IslandsU.S. Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUruguayUzbekistanVanuatuVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe Marital Status -----SingleMarriedCivil partneredDivorcedWidowed Tel Number Email Address N.I Number UTR (10-digits) Date of Birth Date of entry to UK Proposed date of exit Have you previously claimed a tax rebate in the UK? YesNo If YES, for which tax year? Have you uploaded CIS statements, invoices, expenditure and P45/60’s from employment during the year to your Accountancy Manager account?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 note that due to a growing number of tax evasion cases amongst self-employed tax payers, Inland Revenue has decided to increase the number of tax investigations on the overall amount of tax returns received each year. • Indicating high expenses on this expense sheet could result in Inland Revenue picking out your return for an enquiry. PLEASE FILL IN YOUR EXPENSES EMPLOYEE COSTS (e.g secretarial work or Labourer) PREMISES COSTS (e.g. Lock up garage, office at home.) REPAIRS NEW TOOLS & MACHINERY MATERIALS GENERAL ADMINISTRATION MOBILE (PER MONTH) LANDLINE (PER MONTH) PRINTING, POST & STATIONERY MOTOR EXPENSES PETROL (PER MONTH) REPAIRS/SERVICES INSURANCE ROAD TAX MOT CONGESTION CHARGE (PER WEEK) PERCENTAGE OF BUSINESS USE MILEAGE CLAIM TRAVEL EXPENSES TUBES & TRAINS (PER WEEK) TAXI’S B&B & SUBSISTENCE ADVERTISING/PROMOTION (e.g business cards, advert) PROFESSIONAL SERVICES (e.g Accountants, Fee (McKellar standard fee of £200+VAT will be included to the above expenses)) OTHER FINANCE COSTS (e.g Bank Fees, Credit Card Fees) PROTECTIVE CLOTHING (e.g Safety clothing, boots) CLEANING & LAUNDRY OF PROTECTIVE CLOTHING (e.g laundromat) OTHER MISC EXPENSES CAPITAL EXPENDITURE MOTOR VEHICLE PURCHASE PRICE DATE PURCHASED 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. OFFICE EQUIPMENT (e.g Computer/Fax) DESCRIPTION PURCHASE PRICE DATE PURCHASED BUSINESS PERCENTAGE Do you have receipts/invoices as evidence of business expenditure? YesNoPartial If partial, what percentage of receipts and records do you have? Did you receive any other income except from your CIS Vouchers and/or P60/P45? YesNo Please only continue with this section if you have answered yes to the question above, please list the amount(s) below: 1. Interest or Dividends received from UK savings and investment 2. Income from land and property i.e. rental income 3. Income from a taxable UK pension 4. Capital gains from UK life insurance policies 5. Any other income 6. Life annuities 7. Capital redemption policies 8. Benefits i.e. Job Seekers • The information I have given above is correct and complete to the best of my knowledge and belief for the Tax year ended 05.04.2019. • 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 may be prosecuted by H.M Inspector of Taxes. • I understand that by filling in this expense sheet I am requesting only an administrative service (Fee: £200 + VAT) 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 withheld for any reason (such as an outstanding liability or National Insurance Contributions due) I intend to pay McKellar all fees payable within 14 days. • I can confirm I have uploaded all relevant paperwork to my Accountancy Manager account.