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Fluent · Worksheet
Tax time and benefits: the worksheet.
Print one for each person. Nobody has to share what they write.
Moraph for Good · Fluent
Tax time and benefits
Worksheet · moraph.org/commons/sessions/fluent/tax-time-and-benefits
This sheet is for you. Nobody has to share what they write, and you don’t need to write anything personal to use it.
1 My tax-time folder
Tick what you would keep together, in a folder, a box or as scanned copies.
- End-of-year income statements from each job
- Pay statements
- Statements showing bank interest
- Receipts for anything I claim
- Letters from the tax office
- Letters about benefits or payments
- A copy of last year’s return
- My tax or identity number, kept somewhere safe
2 Dates to remember
Write down the dates that matter for you, from the official tax and benefit sites.
| What | Date | Done |
|---|---|---|
3 Questions to take to free help
What do you want to ask a free tax clinic or the tax office? Write it here so you don’t forget.
General information, not advice about your own situation. Free to copy and adapt. moraph.org/commons