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Posted: Mon Oct 18, 2010 1:16 pm
by wuffy
Hi

Need to ask what may be a silly question but just wanted to know what info and/or paperwork I would need for my review.....guess I might as well start working on it now.

Many thanks

Posted: Mon Oct 18, 2010 1:19 pm
by rayb
Hi,

Not a silly question to ask at all. Normally it will be either Wageslips, P60 and maybe Bank Statements and receipts.

Posted: Mon Oct 18, 2010 1:37 pm
by Michael Peoples
Wage slips and P60s are normally fine but provide details of any changes in expenditure over and above the norm. Make sure you claim any increases in allowances against increased salary and if in doubt your IP firm will help.

I doubt if you have anything to worry about.

Posted: Mon Oct 18, 2010 1:46 pm
by wuffy
Thanks for the replies.

Wage slips and P60 not a prob although Michael I see you used the words Increased and Salary, that would be nice :-)

I will need to contact my IP firm again as there has been an increase in travel cost from this month which has left me short, and not sure how it will affect me from now on.

Ta again for you replies

Posted: Mon Oct 18, 2010 4:22 pm
by lexie2005
This year (year 5 review) I had to have my last 3 months wageslips, p60, 3 months bank statements & proof of any tax credits. This year was the first time they asked for bank statements though....

Posted: Mon Oct 18, 2010 5:09 pm
by kallis3
I've never yet sent in a P60! Then again, my earnings, tax etc are noted every month on my payslip so I presume that's why they've never pestered me for it.

Posted: Tue Oct 19, 2010 12:08 am
by MelanieGiles
I really does depend upon your actual firm. If your expenditure has increased materially in any particular area, evidence of this may also be required on top of the other documents mentioned above - and if you are self-employed you would need to provide accounts and tax returns as well.