Self-Assessment Checklist
Navigate your Self-Assessment with confidence. Our comprehensive checklist streamlines the tax return process for a seamless and accurate submission from our expert Chester accountants.
How It Works: Our 3-Step Process
Welcome to our step-by-step guide designed to make your tax filing process as smooth as possible. Follow these simple steps to ensure everything is in order.
1
Review the Checklist
Start by carefully reviewing the checklist we’ve provided. Gather all the necessary documents related to your income and ensure that you claim all deductible expenses to lower your tax bill.
2
Upload Securely
Once your documents are ready, use our secure client portal, Iris Openspace, to upload your files safely. This ensures that your sensitive information is protected throughout the process.
3
We Handle the Filing
After your documents are uploaded, our expert team will meticulously prepare and file your tax return with HMRC, ensuring you receive all eligible deductions and a stress-free experience.
Self-Assessment Information Checklist
To ensure a smooth and accurate filing, please gather the relevant information from the sections below. Not all sections will apply to everyone.
Part 1: Personal & Employment Details
These are the foundational details required for every tax return.
- UTR (Unique Taxpayer Reference)
- Your 10-digit number from HMRC, essential for identifying your tax records.
- National Insurance Number
- Used to track your contributions and state benefits.
- P60 Form
- Your annual summary of pay and tax deducted from your employer.
- P45 Form
- Required if you left a job during the tax year. It details your income and tax paid up to your leaving date.
- P11D Form or Details of ‘Benefits in Kind’
- Provides information on any non-cash benefits from an employer, such as a company car or private health insurance.
Part 2: Income from Self-Employment / Partnerships
For those who are sole traders or part of a business partnership.
- Business Income Records
- A full record of all your sales, invoices, and other business-related income.
- Allowable Business Expenses
- Detailed records of all your business running costs. Refer to our allowable expenses guide for a full breakdown.
- Partnership UTR (if applicable)
- The specific tax reference for the partnership itself, in addition to the personal UTR of each partner.
Part 3: Income from Land & Property
For individuals who receive income from property rental in the UK.
- Rental Income Received
- Dates and amounts for all rent collected from your tenants.
- Allowable Property Expenses
- Records of relevant expenses, such as letting agent fees, repairs, maintenance, and mortgage interest certificates.
Part 4: Other Income, Gains & Reliefs
For other common sources of income or items that can provide tax relief.
- Savings and Investment Income
- Details of interest received from UK bank accounts and dividends from shares.
- Capital Gains
- Information on any assets you sold at a profit (e.g., a second property, shares, or valuables).
- Pension Contributions
- Certificates or statements detailing your personal contributions to registered pension schemes.
Ready to File with Confidence?
Partner with Phillips & Co for a truly stress-free Self-Assessment.