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How to fill in your personal tax return

Completing a tax return

If we send you a tax return, you must complete it and send it back to us to make sure that you pay the correct amount of tax for that year.

Your completed return gives us your declaration of all your income, reliefs and deductions so we can assess how much tax and long-term care contributions you have to pay.

Personal tax return help videos

Our YouTube video guides will help you complete the most common sections of your personal tax return.

 

Bite size guide

No one looks forward to doing their tax return, so use this check list to break it down into manageable steps.

​1. Prepare
​Take 10 minutes to read through the form and list:

  • all the information you need to gather and where to get it (for example end of year payslips or mortgage interest certificates)
  • any instructions or requirements you don't understand and where you'll get an answer (our online guidance notes, help videos or a tax agent)
Put your list where you'll see it so you remember to get it done and give yourself a deadline.
​2. Complete
Diarise an hour with yourself to complete the form:

  • don't rush, be accurate
  • write clearly in blue or black ink
  • double check all figures against your documentation
We're here to help if you have any tax questions, but we can't fill out the form for you.
​3. Check and send

Make sure you've:

  • declared everything you should, check our online guidance for income people sometimes forget to declare
  • included any required documents
  • signed it
  • scanned or photographed the form for future reference 

Use the provided envelope to post the tax return back to us.


Including information with the return

Some income and deductions require you to include evidence with the return. Use the following table to find out what should be included.

​Include if you complete:​Don't include
​Self employment - accounts or profit & loss statement​Your prime records, (receipts, invoices, etc)
​Rents and other receipts from property - a schedule of income and expenses and evidence of interest paid​Property receipts and invoices
​Jersey taxed at source income - voucher(s) if a repayment is due 

​Vouchers if no repayment is due

​Distributions from Jersey companies - dividend voucher and information that analyses the distribution ​Company accounts
​Shareholder loans from Jersey companies - the credit calculation​Company accounts
​Interest relief - Jersey certificate of interest paid (R62) from your lender​Bank statements
​Child care tax relief - child care tax certificate​Receipts and invoices

Deadlines

If you've been sent a personal tax return the last day for delivering it is:

​I don't have a tax agent​I have a tax agent
​6pm the last Friday in May​6pm the last Friday in July


Penalties for late personal tax returns

If you don't receive a tax form

If you think you should be paying tax and haven't received a form, contact us immediately.

Check the annual exemption thresholds to see if you should be paying tax and completing a tax return.

2017 tax allowances and reliefs

You have left Jersey permanently

If you think a form has been sent to you error, for example you have left Jersey and have no sources of Jersey taxable income in the year, complete the online leavers form.

Tell us you're leaving of have left the Island

Additional forms and templates for your personal tax return

Supplementary page for employment income

Use this extra page if you don't have enough room on your personal tax return to enter all your employment information.

Employment income supplementary page 

Intermediary service vehicle income

Include this page with your tax return if you have ISV income.

ISV declaration

Self employment profit and loss template (small businesses only)

You must keep your business records, especially prime records, for at least seven years.

For more guidance, visit the self employed people and traders' tax information section.

Profit and loss template

Self employed people and traders tax information

Property income schedule (if you have more than one rental property)

The complex personal tax return has a section for property income, but if you have more than one property you will need to send in your own schedule of rents and expenses.

Alternatively, you can use this form to provide us with the rental income of other properties. Use one form per property.

Property income schedule form

For more guidance, visit the property income and tax section.

Property income and tax

Distributions from Jersey companies

If you received more than four distributions in the year, you can use this supplementary sheet. It also has an extra section for shareholder loans, if needed.

Supplementary sheet for distributions from Jersey companies

Interest relief in respect of the acquisition of a trade, partnership share or trading company

If you have taken out a loan to acquire a trade, a partnership share or an interest in a trading company, you need to submit a schedule with your claim.

Use this form to provide the information.

Form for loan to acquire a trade, partnership share or interest in a trading company

Declaration ('tick the box')

If you have ticked 'yes' to any of the questions in the declaration section of the personal tax return, you can use the following templates to send the additional information with your tax return. We recommended that you provide this information to save further enquiry.

In some cases, where you might have very complex tax affairs, the amount of information that we will need to fulfil the 'tick the box' declaration will exceed what can be reasonably expected with the tax return. In such cases, we accept that the supplementary information does not need to be supplied with the personal tax return when it is sent in. The information should still be provided later in the year. 

Owner of shares in a Jersey company additional information form

Owner of shares in a non-Jersey company additional information form

Beneficiary under a non-Jersey trust, settlement or foundation additional information form

Previously unadvised sources of income additional information form

Shareholder taxation 2009 to 2012

From 1 January 2013, new rules were introduced for the taxation of distributions of Jersey companies. The new version of the paper return reflects these changes.

If you need to make a return for the years 2009 to 2012, you can use the following supplementary sheet. Guidance notes are included.

Shareholder supplementary sheet for returns 2009 to 2012

​Company tax returns

For guidance, visit the company tax return section.

Company tax return notes​​​​​

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