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About this worksheet

Use this worksheet to check if you are due a tax refund from us.

Adobe Acrobat PDF | 119kb | 4 pages

When to use this worksheet

Use this worksheet if your income between 1 April 2004 and 31 March 2005 was from salary, wages, benefits or taxable pensions. If you received any other type of income, such as rents or self-employed income, you must file an IR3 individual tax return - see note 1 on page 3 of this worksheet.

You can only claim the following expenses:

• a fee paid to someone for completing your tax return
• commission on interest or dividend income (but not bank fees)
• interest on money you borrowed to buy shares or to invest, as long as the investment will produce some income that is taxable
• premiums on loss of earnings insurance, provided that the benefit for the insurance policy is taxable income.

What you will need

You will need:

• a summary of earnings (SOE) so you have your income and tax amounts for this worksheet
• details of your interest and dividends  from your bank statement or interest certificate
• a touch tone telephone to calculate the rebates and final tax calculations.

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After you finish

See note 6 on page 4 of this worksheet.

Please do not send this form back to us.