Downloadable forms

Downloadable tax forms explained - no more worrying about what tax forms mean or what you have to do about it!                                                      Topics            Getting started & setting up Benefits of contracting  Sole trader vs. limited company Tax tips Contractor expenses IR35 advice Downloadable forms                                     Ever received a a form from HMRC and thought: "What the **** is that? Relax, we'll give you clear, 'jargon' free explanations. The forms are provided for illustrative purposes only. We'll help you with all this and HMRC is increasingly requiring returns to be completed online. Please note: we now link into HMRC's gateway so we automate submissions for you. No more faffing around with paper forms! Right, enough said. Please see the forms described below: HMRC CT600 CT41G 64-8 P11D P46  SA100  VAT1  VAT484 Companies House AD01 AR01 CH01 CH03 DS01 AA01  AP01 AP03  The table on the left provides the main forms you're likely to see as a contractor or freelancer. Please click on the required form to find out what's it for. You can also download the form if you like. Please do contact us if we can help or explain anything. Thanks! Back to Information Centre Home.

 

HMRC Forms

 

CT600 – Company Tax Return form

This form is your end-of-year tax return for your company. You would provide your accounts along with this Return and we would prepare both for you.

The form provides a calculation of your tax liability indicating factors such as your company’s turnover, income and gains along with any tax deductions and reliefs.

Again, as our client we would do this all for you but needless to say we would explain it all in non-accounting speak so you’re comfortable with what’s  been done.

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CT41G Corporation tax – New Company Details

You complete this form when you set up a new company. This lets HMRC know that you’ve started trading. Hence, the company must be active from this point onwards and trading.

The form shows your unique taxpayer reference that you, or we as your agent, need to quote whenever we contact HMRC about your corporation tax affairs. It also shows the HMRC office that will deal with your company.

The form asks for your company details such as registered office, accounting dates, and details of all Directors. It also asks for our details as your agent.

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64-8 Authorising your agent

You use this form to authorise us as your accountants to act as your agent and deal with HMRC on all tax queries.

The form allows HRMC to exchange and disclose information about your company to us. The form asks for basic information such as your company details and our name and address.

Complete this form so that we can deal with HMRC and you don’t have to. One less thing to worry about!

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P11D Expenses and benefits

This is a form that you as an Employer would fill out showing expenses and benefits for employees. Obviously, if you’re drawing a salary you may well be both the employer and employee.

Expenses and benefits could include: payments made on behalf of an employee, living accommodation, mileage, cars and fuel charges, loans, private medical insurance, relocation costs and expenses made to or on behalf of the employee.

Again, to confirm, these are items/costs incurred for the benefit of the employee. The Employer would pay Class 1A NI contributions on many of these benefits and the employee would need to pay tax on some these benefits incurred in their personal return.

Please don’t worry about the details – we can guide you through all this and our tax planning and assistance would make sure your tax-efficient.

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P46 Employee without a form P45

You as a company owner fulfil the role of both employer and employee.

As an employee, you would need to fill this out if you don’t have a P46, providing details of previous employment details on starting a new company.

As an employer you’d need to provide your PAYE reference, tax code and other employer details. 

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SA100 Personal Tax Return

In your personal tax return you declare your taxable income and capital gains for the tax year. The latest due would be from 6^th April to 5^th April 2010.

The form starts with some explanatory guidelines and provides the deadlines for submission and payment. You’re then required to start by completing your Personal Details such as name, contact details and NI number.

The form then explains what makes the return. You need to provide your employment status (Employed, Self Employed in a Partnership).  You’re then asked if you’ve received any foreign income, income from Trusts, UK Property or Capital Gains.

If you answered ‘yes’ to any of the above you’re then asked to provide details on supplementary pages. You’re also asked if you were not resident in the UK for any part of the year.

Finally, you’re asked to provide any other income such as bank interest, declare any tax reliefs you’re claiming and a few other sections such as indicating your agent (e.g. us!) if you’re using one.

The good news is that as a client we’ll complete your tax return for you at no additional fee. So you can relax, knowing we’re doing all we can to minimise the tax you need to pay.

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VAT1 – Application for Registration

This is the form you need to complete if you want to register for VAT. If you are trading as a limited company it can be very worthwhile to register for VAT, allowing you to claim back VAT on purchases and expenses. We’ll advise you.

Anyway, back to the VAT1 form. The form first asks for your status as a business – i.e. sole trader, partnership or company and the relevant registration and contact details. You’ll also need to fill in other details about the business such as the business activities, bank account and details of any involvement you may have in other companies.

You’ll then be asked to provide details ‘About Your Registration’. These will include: details if you’re taking over a going concern, compulsory or voluntary registration, anticipated turnover, VAT repayment and dates. Finally, you’ll be asked to give your details as the ‘applicant’.

Again, as one of our clients we’d complete and submit this form on your behalf.

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VAT484 – Notification of changes to VAT registered business

You’d use this form if you want to notify HMRC of changes to the business. These would include changes to: contact details & address, bank details, VAT return dates and transfer of the business.

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Companies House Forms

AD01 – Change of registered office address

Use this form to inform Companies House know if you’re changing your registered office address. Simply provide your company details, the new address and sign the form.

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AR01 – Annual Return

This a form you’re required to submit details to Companies House annually. Some people confuse this form with their annual company accounts and returns submitted to HMRC.

The AR01 has nothing to do with your accounts or tax due for the year. Rather, it asks for details on your company contact details, officers and directors of the company and information on share capital.

Please note: this information should now submitted online.  We’ll shortly be adding a video showing you how to do this.

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CH01 – Change of Director 

Use this form you want change the details of company Directors.  Changes might include changes to name or address. Again, this information can now be provided online.

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CH03 – Change of Company Secretary

This is exactly the same as the CH01 but to completed for a Company Secretary rather than a Director.

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DS01 – Striking off application

Use this form to notify Companies House you wish to strike off the company from the Register. You’d typically do this when you were closing down a company.

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AA01 – Change of accounting reference date

Us this form to change your accounting dates. For example, you might extend or shorten the period to end on a certain date. Note: you’re not allowed to extend your accounting date more than once in 5 years.

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AP01 – Appointment of Director

Use this form to appoint a new Director to the company. You’re asked to provide the company’s details and individual’s details such as name, address business occupation and NI number.

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AP03 – Appointment of Company Secretary

This is exactly the same as the AP01 but for the appointment of a Company Secretary. 

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