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A worksheet to use if your income between 1 April 2015 and 31 March 2016 was from salary, wages, benefits or taxable pensions and you want to check if you are due a tax refund.
PDF | 125kb | 4 pages
Use this worksheet if your income between 1 April 2015 and 31 March 2016 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.
Do not use this worksheet for a year that you were declared bankrupt. Your results will not be accurate.
To complete this worksheet you'll need the following:
You can claim the following expenses on a personal tax summary:
This worksheet is for your information only and you don't need to send it to us.
If the result of your calculation is a refund, you'll need to request a Personal tax summary for 2016. If the result of your calculation is tax to pay, you don't need to do anything.