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IN Accountancy

Self Assessment Checklist

A simple checklist to help you get everything together and avoid delays or missed claims.

Get your pdf version of the checklist here.

Personal Details 

National Insurance Number
Unique Taxpayer Reference (UTR) if you have one
Details of any changes to your personal information (address, marital status, etc.)

Income Sources

Employment income (P60, P45, P11D, or payslips)
Self-employment income and expenses (invoices, receipts, bank statements)
Dividend income and interest from savings/investments
Rental income and related expenses (letting agent statements, mortgage interest, repairs, etc.)
Pension income, state or private
Foreign income or gains (and taxes paid abroad)

Other Income & Gains

Capital gains (sale of property, shares, crypto, etc.)
Income from trusts, estates or partnerships
Any other one-off or irregular income received

Deductions & Reliefs

Pension contributions (if not through your employer)
Charitable donations under Gift Aid
Professional subscriptions and training costs
Business mileage or home working expenses (if applicable)

Property & Landlords

Details of rental income and expenses (mortgage interest, insurance, maintenance, etc.)
Dates and figures for any property sales or purchases
Furnished holiday lettings information (if applicable)

Deadlines to Remember

31 October – Paper returns deadline
31 January – Online return and tax payment deadline
31 July – Second payment on account (if required)

Need help pulling it all together?

Our friendly team at IN Accountancy is here to take the hassle out of your tax return — so you can avoid penalties and potentially save money.