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Posted: Tue Aug 19, 2008 11:47 pm
by Til
Hi All,

I know it is really early days for our IVA but because I am part employed and part self employed I want to ensure I keep on top of everything along the way.

So please can anyone tell me what sort of documentation I will need for our Annual reviews (because of my new self employed work ironing I might have to have a bit of a review in 6 months).

Obviously payslips, invoices, bank statements and P60's but do I need to also supply proof of living expenses i.e. shopping, petrol etc? I am just wondering if I need to keep all our receipts for his sort of stuff?

Thanks for any overnight advice guys cos off to bed now but will be back tomo eve [:)] night night! xx

Posted: Tue Aug 19, 2008 11:54 pm
by Lisa2009
I would keep 1 months worth of reciepts just incase but i shouldnt think you would need them.

Send off any supporting doccumentation for increases in council tax, utilities, insurances etc.

Posted: Wed Aug 20, 2008 8:38 am
by moretolife
hi til...for our first annual review...we sent OH pay slips and my accounts for being self employed and my tax return....that was all they requested

this time round...second review...we have sent the same PLUS.petrol reciepts as we have asked for an increased allowance..(one month)..PLUS a p/c of house ins. policy and dog ins. policy as they werent included in initial I and E..PLUS a letter from one of my clients to say that her child will be leaving my care end of sept.(i am childminder)....

we included all these to back up the changes in I and E

we waiting to hear. re review......

documents at least back up what we are asking at review time...so i would keep anything you think may support any changes you are asking for

hope that helps..

Posted: Wed Aug 20, 2008 7:10 pm
by Til
Thanks TOL and Mrs S - apprecaite the advice - I am a bit OCD when it comes to stuff like this so will prob keep way too much stuff so good to have an idea what to keep.

Thanks again xx

Posted: Wed Aug 20, 2008 10:34 pm
by Soulgrowth
Always better to have too much rather than not enough Til [:)]

Debbie