Self-employed annual return (1301) – document checklist

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The business

Income and expense report for the tax year, from your bookkeeping
Receipts and invoices for business expensesSorted; mixed expenses (car, home office) separately.
Withholding-tax certificates received from customers
Summary of the year's VAT returnsTurnover on the return must match VAT turnover.
Income-tax advances and National Insurance payments made during the year
Vehicle licence and car expenses, if the car serves the business(if relevant)

Other income

Form 106, if you were also employed that year(if relevant)
Bank and broker certificates for interest, dividends and capital gains (form 867)(if relevant)
Rental income: contracts and receipts(if relevant)
Foreign income and assets(if relevant)

Benefits and credit points

Annual certificates for pension depositsMandatory for the self-employed; benefits under sections 45A and 47.
Annual certificate for study-fund (keren hishtalmut) depositsDeduction up to 4.5% of income, up to a ceiling.
Loss-of-work-capacity insurance certificate(if relevant)
Donation receipts from recognised institutions (section 46)(if relevant)
Documents for credit points: children, academic degree, family status, eligible locality(if relevant)

Clients of the firm receive a personalised list and file under the representatives' extension scheme. Questions: 054-426-2274.

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