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Self Assessment Checklist
Email us the completed checklist on info@taxcandid.co.uk.
Download the PDF link here request the current checklist
Quick summary
Self Assessment checklist for tax return preparation
This page lists common information needed to prepare a Self Assessment tax return. It helps clients gather records before using the quote generator or contacting Taxcandid.
- Checklist for employment, self-employment, rental, dividends, savings and capital gains records.
- Helps reduce delays caused by missing UTR, P60, P11D or income details.
- Useful before starting a tax return quote.
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Your UTR, National Insurance number, income records, expense records, tax deducted, pension contributions, gift aid and details of property, dividends, savings or capital gains are commonly needed.
It is better to gather as much as possible, but Taxcandid can help identify missing records after reviewing your circumstances.
Common employment records include P60, P45, P11D, payslips, benefits information and employment expense records where relevant.
Landlords should gather rental statements, mortgage interest, repairs, service charges, agent fees, insurance, legal costs and ownership details.
Use the quote generator for limited company, sole trader and standard Self Assessment work. Contact Taxcandid first for HMRC enquiries, complex tax advice, foreign income, RSUs, Capital Gains Tax planning or significant overdue work.
