2024 Individual Tax Checklist

2024 Individual Tax Checklist Click here for PDF version Income Payment Summaries & Income Statements Lump Sum & Termination Payment Summaries Government Payment Statements (If received) Interest from Banks & Building Societies Dividend Statements for Received/Reinvested Dividends Annual Tax Statements from Managed Funds Buy/Sell contract notes for share transactions Annual Tax Statements for Crypto Deductions (Work … Continued

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2024 Business Tax Checklist

2024 Business Tax Checklist Click here to download PDF version   Income Accounting information, including trial balance, profit and loss, and balance sheet Asset register detailing depreciable assets bought and sold or scrapped during the year Cashbook (if maintained) Copies of sell notes and settlement statements for shares sold (and original contract notes and settlement … Continued

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