Tax Waste Calculator - www.tiscali.co.uk

1. Do you have a partner?

Yes No

2. Have you got any children?

Yes No

3. Have you made a will?

Yes No

4. At what rate do you pay tax?

Non-taxpayer 0%
Basic 20%
Higher 40%

5. At what rate does your partner pay tax?

Non-taxpayer 0%
Basic 20%
Higher 40%

6. Do you use both of your personal allowances each year (by transfering assets)?

Yes No

7. Have you filled in an R85 form (widely available from an IFA, bank or building society) to say you are a non-taxpayer?

Yes No

8. Have you maximised your ISA investments for this tax year (stocks and shares ISA £7,200 or £3,600 cash ISA)?

Yes No

9. Have you utilised your annual CGT allowance of £9,600?

Yes No

10. Do you or your company pay into a pension?

Yes No

11. Is the contribution more than £300 per month / £3,600 per year?

Yes No

12. Did you receive a self-assessment tax form this year?

Yes No

13. Did you return it by 31st January?

Yes No

14. Have you claimed children's tax credits?

Yes No

15. Do you give money to charity?

Yes No

16. Do you donate through Gift Aid or Payroll Giving?

Yes No

About you
1. Do you have a partner?	Yes No
2. Have you got any children?	Yes No
3. Have you made a will?	Yes No

Your tax band(s)
4. At what rate do you pay tax?	Non-taxpayer 0% Basic 20% Higher 40%
5. At what rate does your partner pay tax?	Non-taxpayer 0% Basic 20% Higher 40%
6. Do you use both of your personal allowances each year (by transfering assets)?	Yes No
7. Have you filled in an R85 form (widely available from an IFA, bank or building society) to say you are a non-taxpayer?	Yes No

Your savings & investments
8. Have you maximised your ISA investments for this tax year (stocks and shares ISA £7,200 or £3,600 cash ISA)?	Yes No
9. Have you utilised your annual CGT allowance of £9,600?	Yes No

Your pension
10. Do you or your company pay into a pension?	Yes No
11. Is the contribution more than £300 per month / £3,600 per year?	Yes No

Your tax forms
12. Did you receive a self-assessment tax form this year?	Yes No
13. Did you return it by 31st January?	Yes No

Children's tax credits
14. Have you claimed children's tax credits?	Yes No

Giving to charity
15. Do you give money to charity?	Yes No
16. Do you donate through Gift Aid or Payroll Giving?	Yes No