Information required from you, if we’re completing your self-assessment return.

Please note not all of the information will be applicable to you, it depends on your personal circumstances and income, each tax year runs from 6th April to 5th April each year, and is due before the 31st January following the 5th April.

All the information below applies only to the tax year in question.

If you have anything not listed below which you believe we may need, please send this over to us and we can take a look for you.

Income Types

• Benefits

• Details of any benefits/support payments from the government.

• Capital Gains

• Purchase price of the asset.

• Sale price.

• Any associated costs with the purchase or sale.

• Any further relevant details you believe we may need.

• Dividends

• Details of anything received from any shares you have in any company.

• Foreign

• Details and documents for any money received from overseas.

• Documents supporting any foreign tax deducted from yourself.

• Interest

• Details of anything received from any bank accounts, saving accounts, investment accounts etc.

• Partnership

• All partnership income and expenditure incurred.

• Bank Statements, as both PDF and CSV formats.

• Details of any mileage completed for the business only (for each partner).

• Value of stock held on the final day of the tax year.

• Your monthly mobile phone payments and the % you use it for the business only (for each partner).

• If you work from home:

• The number of hours per month (for each partner).

• Your monthly costs for electricity, gas, water, council tax, mortgage interest or rent, internet. How many rooms your house has, the number of these you use for the business, and the % of these which are used for the business only (for each partner).

• PAYE

• Any P60/P45/P11D forms from your employer.

• Any expenses you’ve incurred in your employment not reimbursed.

• Details of any redundancy or compensation amounts received.

• Pension

• State

• The total amount you received.

• Private

• Any P60/Annual Certificate received.

• Rental & Property

• All rental income and expenditure incurred.

• All management charge invoices.

• Mortgage Statements.

• Full Address for each property.

• Confirmation the property is being let as a traditional monthly rental, or a furnished holiday let (Airbnb).

• Self Employed

• All sole trader income and expenditure incurred.

• Bank Statements, as both PDF and CSV formats.

• Details of any mileage completed for the business only.

• Value of stock held on the final day of the tax year.

• Your monthly mobile phone payments and the % you use it for the business only.

• If you work from home:

• The number of hours per month.

• Your monthly costs for electricity, gas, water, council tax, mortgage interest or rent, internet. How many rooms your house has, the number of these you use for the business, and the % of these which are used for the business only.

Other Charges

• Child Benefit

• The amount you or your partner have received, in child benefit, if either of your income’s is over £50,000.

• Student Loans

• Details of your student loan plan type.

• The remaining balance owed.

Reliefs

• Marriage Allowance

• Confirmation you’re claiming marriage allowance, and if you’re transferring this to or from your partner.

• Your partner’s name, date of birth, NI number and your marriage date.

• Payments into a Pension

• Details of any payments into a pension scheme. (not including contributions via your employment).

• Payments to Charity

• Details of any payments made to a charity under gift aid.

• Residency

• Your UK residential status for the previous 3 tax years, if we haven’t completed all of these returns.

• The number of days you spent in the UK during the tax year.

• Confirmation of your only home being in the UK, or not.

• If you worked full time overseas during the year.

• Works more than 35 hours p/w overseas, and

• No breaks more than 30 days, and

• Worked less than 30 days in the UK, and

• Spent less than 91 days in the UK during the tax year.

• If you worked full time in the UK during the year.

• For a 365-day period, (can overlap into different tax years), worked more than 35 hours p/w, and

• Worked in the UK on more than 75% of their total working days, and

• At least one day of the 365, must have been for more than 3 hours.