Personal Information
- National Insurance Number
- Unique Taxpayer Reference (UTR)
- Government Gateway login details
- Address & contact details (if changed)
Income Details
Employment (if any):
- P60 from employer(s) – showing total income and tax deducted
- P45 if you left a job during the yearP11D – for any benefits in kind (e.g. company car, medical insurance)
Self-Employment:
- Business income (invoices, remittances, turnover summaries)
- Business expenses (receipts or summary accounts)
- Mileage logs or flat rate claims (e.g. simplified expenses)
- Details of any grants received (e.g. SEISS, local authority support)
- Trading income from platforms (e.g. Etsy, eBay, Fiverr)
Property:
- Rental income statements
- Mortgage interest (finance costs)
- Letting agent statements
- Repairs, insurance, service charges, etc.
Investments:
- Bank interest (from personal/business accounts)
- Dividend income (UK and overseas)
- Capital gains (sale of shares, crypto, property, etc.)
- Annual statements from investment platforms (e.g. Trading212, Hargreaves Lansdown)
Pensions:
- State pension amount (or notification of deferral)
- Private pension income / drawdowns
- Pension contributions made (employer/employee/self) – with evidence of gross amount
Other Income:
- Child Benefit (if income > £50k – for HICBC)
- Foreign income (salary, property, dividends, etc.)
- Trust income / settlements
- Partnership income (and tax references)
Tax Reliefs & Deductions
- Gift Aid donations (with dates and amounts)
- Personal pension contributions (grossed-up)
- Professional fees/subscriptions (e.g. ACCA, GMC)
- Blind person’s allowance (if applicable)
- Marriage allowance transfer (if claiming/gifting)
- Student loan repayments (Plan 1, 2, or 4)
Key Deadlines
31st January: Online filing and payment deadline
31st July: Second payment on account (if applicable)
Important: Late filing penalties start at £100
How we can help you
Save Time & Reduce Stress – Instead of spending hours wrestling with tax forms, focus on what you do best – running your business. We handle the complexities while you concentrate on growth.
Maximise Your Tax Efficiency – Our experienced team ensures you claim all available reliefs and deductions, potentially saving you hundreds or thousands of pounds.
Stay Compliant & Avoid Penalties – We keep track of deadlines and regulatory changes, protecting you from costly penalties and HMRC investigations.
Year-Round Support – Self Assessment isn’t just a January headache – we provide ongoing advice to help you plan ahead and make tax-efficient business decisions.