Tax Return Checklist

  •  P60's if you have employment, employers have until the end of May to issue these

  •  Details of Interest received if over £1k

  •  Details of dividends received if over £2k

  •  Details of any Property Income

  •  Any working from home expenses, especially important after this year of everyone working from home, those employed & self-employed. 

  •  Details of any self-employment income along with any expenses incurred

  •  Details of pensions received or monies paid into a pension

  •  Details of any charitable contributions

  •  Details of any other income received in the year including Government Grants e.g. SEISS

This list is not exhaustive but in most cases will cover all that is required to complete a self-assessment tax return.