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23.24 Tax Return Time!

📆 After 6th April 2024

🏦 Bank Statements April 6th – April 5th

👷‍♂️ CIS Deduction Statements

📰 Payslips

💵 Cash Receipts

🚙 Mileage Logs

📞 Book your consultation now!

What we’ll need After April 6th.

23.24 Tax Return Time

📆 After 6th April 2024
🏦 Bank Statements April 6th – April 5th
👷‍♂️ CIS Deduction Statements
📰 Payslips
💵 Cash Receipts
🚙 Mileage Logs
📞 Book your consultation now!

What we’ll need After April 6th.

This is a brief summary of what we will need, after the 6th of April. 

Bank Statements

  • PDF Statements

  • from April 6th 2023 to April 5th 2024.

  • Can be sent Via WhatsApp

  • Must include all business transactions

  • If you used multiple accounts, we will need them all

  • Clients with business-only accounts will be completed quicker

  • If you still don’t have a business-only account, contact us for a £50 bonus

  • Everybody who completes a tax return needs a business account!

CIS Statements

  • Is CIS Tax being taken from your pay at 20 or 30%?

  • If so, we need a CIS statement for each month.

  • CIS Statements confirm the amount of tax deducted.

  • These serve as proof your tax was paid and the most vital business record 

  • We cannot claim a tax deduction without these

  • Even though we can manually calculate what the deduction should be.

  • We still need proof.

  • If you don’t have these, contact your contractors now.

  • You will find a template message on the main support page.

  • You might not get to keep your rebate without these.

Invoices

  • Are you sending Invoices? If not, you should be!

  • We may need them.

  • If you’re not sending invoices, ask us for a free template

  • Invoices are vital in cases with disputes on tax amounts

  • Invoices are vital incase of a dispute with a customer/company

Payslips

  • Have you worked as an Employee?

  • Very likely if you worked for an “Agency.”

  • We may need payslips.

  • We will definitely need a P45/P60.

  • If you left the role before the end of the tax year (5th April 2024)

  • You/ We will need a P45.

  • You must always receive a P45 upon leaving

  • If you are still employed, you will need a P60

  • P60’s are usually issued in May

  • You might find your employment details online in a personal tax account

Expenses

  • Anything you used “Exclusively” for work is “Allowable.”

  • Anything that isn’t, Isn’t!

  • Screwfix, yes 

  • Netflix, No

  • If you paid using your bank account, we don’t need the receipt

  • If the transaction isn’t on your bank statement, we will.

Cash Receipts

  • Cash transactions!

  • Including Cash in! and out!

  • We will need records for cash transactions that are not on your bank statement.

  • That might be a Sales Receipt for a cash job

  • Or, a cash receipt for an item purchased

  • It is not advisable to trade in cash

  • Records often get misplaced, and a lost receipt could be expensive

  • If your business operates mostly in cash, call us for alternative suggestions.

Mileage

  • If you travel for work in your own vehicle

  • We will likely claim based on the number of miles travelled

  • You can claim 45p for the first 10,000 miles

  • You can claim 25p for the rest

  • This only applies if the vehicle is yours

  • We will need your mileage records

  • A picture of the dashboard on the 6th of April at the least

  • If you do not keep mileage logs, please call to review. 

Consultation

  • We will begin contacting all our clients this week.

  • Please book a call now if you’d like to call sooner

  • You will find more detailed guidance on all these points in our Year-End Support Hub.

  • CIS Statements are most vital

  • Start ensuring you have those now

  • You will find a template message you can use to request a copy of these in the Year-End hub

  • Simply request your “23.24 CIS Deduction Statements” 

You can find a more detailed guide on each section in our Year-end support hub.

Visit

Get in Touch

Available Monday to Saturday 09:00 – 17:00

Call 020 3822 0201

Email info@njb-taxback.co.uk

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Download our App today!

You can find a more detailed guide on each section in our Year-end support hub.

Visit

Get in Touch

Available Monday to Saturday 09:00 – 17:00

Call 020 3822 0201

Email info@njb-taxback.co.uk

Call Now
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Email info@njb-taxback.co.uk

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020 3822 0201
info@njb-taxback.co.uk
NJB Taxback Ltd

Kemp House
124 City Road
London
EC1V 2NX