Self Assessment Checklist
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Self Assessment Tax Return Checklist

General
The latest HMRC Tax Coding Notice, if you received one
Any change in your marital status
Income
EmploymentForm P60 or P45, copy of P11D. Details of any taxable lump sums; fixed deductions from employment and redundancy payments and any student loan deductions taken.
Are you a director or office holder?
Self-Employment & PartnershipAccounting paperwork for your Accounting Period that ended in this tax year. Details of income and expenses arising or business accounts together with a note of any capital additions or disposals. Any Coronavirus, or other, grants received.
CIS SubcontractorAll Tax statements from Contractors between 6th April and 5th April in addition to Self Employment records
PensionsState Pension, private pensions and overseas pensions received, during the tax year.
BenefitsState benefits or allowances received, during the tax year. Jobseekers allowance.
Child Benefit received by you or your partner (including any paid to someone else for a child, that lives with you), the number of children this was applicable to and your partners income and the date it ceased if applicable.
Income from PropertyDetails of any rental income, rental statements and mortgage statements for the tax year including interest paid.
Bank/Building Society AccountsInterest received on any accounts from statements or certificates of interest received from your bank. Please indicate any Joint Accounts and enter Your Share of the income. (Include any interest received from PPI repayments)
UK DividendsDividend vouchers and scrip dividend vouchers (where shares received in lieu of whole or part of dividend). Details of all UK shares held
Foreign IncomeInterest received on any foreign accounts. Dividend vouchers from any foreign holdings, details of all foreign shares held. Amounts in sterling
Foreign employment payslips covering the tax year. Details & dates overseas
Any other received or remitted income from overseas.
Life insurance PoliciesIncome from insurance policies or deceased persons estates.
Other SourcesDocumentary evidence of any other income or details of source, when it first arose, amount received and if tax deducted.
Capital Transactions
Shares and SecuritiesDocumentary evidence of any other income or details of source, when it first arose, amount received and if tax deducted.
Property SalesFull details of the cost/sale proceeds for any property you have sold. Whether in the UK or overseas
Chargeable AssetsFull details of the cost/sale proceeds for any other assets. Whether in the UK or overseas
Life Assurance Investment BondsAll relevant Certificates.
Outgoings
Professional Subs & allowancesSubscriptions paid to professional bodies or trade associations. Any other allowances or deductions
PensionsDetails of all payments to pensions including any statements.
Gift Aid DonationsDetails of payments made under the gift aid scheme.
EIS/SEIS & VCTDetails of subscriptions to the Enterprise Investment Scheme or SEED EIS or Venture Capital Trust. Copy of any forms EIS3 received.
Inheritance TaxDetails of all gifts made over £250 including name of recipient
Other reliefs and deductions
Qualifying maintenance paid to a former spouse or civil partner
Post-cessation expenses, pre-incorporation losses, losses on relevant discounted securities.
Are you in receipt of a Marriage Allowance Transfer?
Have you made a Marriage Allowance Transfer to a partner or spouse?
Are you paying back a student loan?

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