Ima logo  
Search Search button
 
  Investment Management Association
Fact sheet home Investors IMA home

COMPLETING YOUR TAX RETURN.  WHAT YOU NEED TO TELL THE TAXMAN 2007 - 2008

TAX CHECKLIST

  • Keep all your tax vouchers together.
  • Under self assessment it is important that you keep detailed records.
  • At the end of the tax year separate out all the vouchers where the date payable is on or between 6 April 2007 and 5 April 2008.
  • Make sure you have all the vouchers for all the *distributions* of a fund for the current year.
  • Exclude equalisation, but remember that this figure will be important for *capital gains tax*.

    <<previous  next>>