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L'înformâtion et les sèrvices publyis pouor I'Île dé Jèrri

Filling out your personal tax form

Watch a short video for tax form completion help

Use our video guides to help you complete the most common sections of your personal tax return. You can choose from the following chapters:

  • introduction
  • personal information
  • employment income
  • pension income
  • self-employment income
  • other earnings
  • income from property and lodgers
  • claiming for mortgage interest relief
  • claiming a tax deduction for children

You only have to complete the sections of the return that apply to you.

 

Receiving and returning your tax form

If you receive an income tax return form, 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 the details of your income so we can assess how much tax you should be paying. It also allows you to claim all the allowances, reliefs and deductions you're entitled to.

Deadlines

If you have 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 current 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

Personal tax return additional guidance notes

Use these notes for additional help to complete your personal tax return.

Complex return (ITR-C)

This is our standard 8 page personal tax return form.

2016 complex tax return additional notes

Simple return (ITR-S)

This is a short 4 page personal tax return. We will send this to you if we think your circumstances don't require the complex return.

If you have married or entered into a civil partnership, or you have a source of income (eg pension or property income) that is not listed on the simple return, you will need to contact us to request a complex return.

2016 simple tax return additional notes

Civil Partnership return (ITR-CP)

This is the return you will complete if you are in a civil partnership.

2016 civil partnership return additional notes

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.

Download employment income supplementary page (59kb) 

Self employment profit and loss template (small businesses only)

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

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

Download profit and loss template (size 23kb)

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.

Download property income schedule form (size 13kb)

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.

Download supplementary sheet for distributions from Jersey companies (size 81kb)

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.

Download form for loan to acquire a trade, partnership share or interest in a trading company (size 29kb)

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 an individual has 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. However, we can still ask for the information at a later date.

Download owner of shares in a Jersey company additional information form (30kb)

Download owner of shares in a non-Jersey company additional information form (size 23kb)

Download beneficiary under a non-Jersey trust, settlement or foundation additional information form (size 24kb)

Download previously unadvised sources of income additional information form (size 22kb)

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.

Download shareholder supplementary sheet for returns 2009 to 2012 (size 387kb)

​Company, non-resident and trust or executorship returns

Non-resident return (NR11)

This return is provided for non-residents in receipt of Jersey income. Use the guidance notes below to help you fill in your return.

Download non-resident 2016 tax return notes (60kb)

Trust or executorship return (R59)

This return is for a trustee or executor to make a statement of the income of a trust or an estate. Use the guidance notes below to help you fill in your return.

Download 2016 trust and executorship tax return notes (size 343kb)

Company tax return

For guidance, visit the company tax return section.

Company tax return notes​​​​​

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