Having everything ready means we can file early and tell you what you owe well before you have to pay it. Not everything applies to everyone.
Your details
- Your Unique Taxpayer Reference (UTR) and National Insurance number
- Last year’s tax return, if someone else prepared it
Employment and pensions
- P60 for each job, and P45 if you left a job in the year
- P11D for benefits such as a company car or health insurance
- State and private pension income
Savings, investments and property
- Bank and building society interest
- Dividend vouchers and investment platform tax packs
- Rental income, letting agent statements and property expenses
- Details of any shares or property you sold
Reliefs
- Personal pension contributions
- Gift Aid donations
Not sure about something? Send what you have and we will tell you what is missing.
Once we have your paperwork, our Self Assessment tax return service covers the calculation, filing and what to pay and when.
