Get Declaration Of Beneficial Interests In Joint Property And Income. Married Couples And Civil

This guide provides clear, step-by-step instructions on how to complete the Declaration of Beneficial Interests In Joint Property And Income for married couples and civil partners. Properly filling out this form is essential for ensuring that you are taxed according to your actual shares in jointly held property.

Follow the steps to complete the form effectively.

1. Press the ‘Get Form’ button to access the document and open it in your designated editor.
2. Begin filling in the 'About you' section by providing your surname, first name(s), National Insurance number, and tax reference if known.
3. Next, enter the same details for your spouse or civil partner in the 'About your spouse or civil partner' section.
4. Proceed to the 'About your property' section, where you will list all properties held jointly. Ensure that you describe each property individually, including details such as land, buildings, and investments.
5. For each property listed, indicate the beneficial interest you hold in that property. Fill in your share and your spouse's or civil partner’s share in percentage format.
6. If you have more than two properties to declare, tick the box provided, print off an additional copy of the relevant page, label it ‘Page 3’, and attach it to the form.
7. Complete the 'Declaration' section by both partners signing and dating the form, confirming that the information provided is accurate.
8. Once you have filled out all sections of the form, save your changes and consider downloading or printing a copy for your records.
9. Finally, submit the completed form to your tax office within 60 days and attach any supporting evidence of beneficial interests.

Complete your documents online today for a smoother tax process.