Tax Return Checklist

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Employment Income 

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

• P11Ds if still issued, many employers now include these on your P60

• Any working from home expenses

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Self-Employment income​

• Self-employment income along with any expenses incurred (bank statements or invoices)

• CIS Statements 

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Savings & Investment Income

• Interest received if over £500 

• Dividends received if over £500

• Private Pension income (A P60 is usually issued for private pensions; state pension income automatically feeds the tax return)

• Foreign investment income

• Gains on Investments e.g. rental properties, share sales in the year

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Property Income

• Details of any Property Income (Statement from Letting Agent or bank statement)

• Expenses incurred on the property

• Mortgage interest (if a repayment mortgage, the split between capital & interest is required)

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Other Information

• Do you have student loan outstanding? What plan is it? 

• Charitable contributions if your income is over £50k

• Child benefit received if your income is over £50k

• Any other information you think may be relevant

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