Self-Assessment Checklist

Simplify Self-Assessment in Chester with Our Free Checklist

Facing Self-Assessment deadlines in Chester? Phillips & Co, a father-and-son team with 130+ 5-star reviews, makes tax returns straightforward and stress-free for individuals and sole traders. Our ACCA-certified Chester accountants ensure accuracy, compliance with HMRC, and maximum refunds while minimizing your tax burden. We handle the complexities—from income reporting to deductions—so you can avoid penalties and focus on what matters. Use this free checklist to prepare your documents, upload them securely via Iris Openspace, and let our Chester team take care of the rest, ensuring a seamless, worry-free tax season tailored to your needs.

Why Choose Phillips & Co?

– Expert Guidance: ACCA-certified accountants ensure accuracy.
– Maximize Refunds: We identify all eligible deductions.
– Stress-Free Process: Avoid penalties with our support.
– Secure System: Iris Openspace keeps your data safe.
– Trusted Service: 4.9 Google rating from 130+ reviews.

 

How to Prepare for Self-Assessment ​

Follow these steps for a seamless process:

– Complete This Checklist below: Tick items that apply to inform us of expected documents.
– Upload Documents to Iris Openspace: Use your secure portal for organization and safety.
– Privacy Assurance: Your information is confidential, handled only by Phillips & Co. Review our Privacy Policy and Terms of Service.
– Submit the Checklist: Essential for us to gather all necessary documents for your tax return.

Self-Assessment Checklist for Chester Clients

Prepare these documents for your Self-Assessment:

 

Income from Savings and Investments

Child Benefit

Partner's Income: Over £50,000 per annum?

Student Loans

Other Income

Pensions

Charity Donations

Capital Gains

Spousal Income

Employment Documents

State Benefits

Tax Coding

Benefits in Kind

Professional Expenses

Self-Employment Income

Self-Employment Expenses

Business Car Use

Property Income

Foreign Income

Crypto Assets

Other Deductible Expenses

Privacy Policy

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FAQ’S

Got questions about Self-Assessment in Chester? Our FAQs provide answers for local clients. 

This checklist, provided by Phillips & Co Accountants in Chester, is designed to help you identify and gather the essential documents and information needed to complete your UK Self-Assessment tax return accurately and efficiently. Using it helps prevent common errors and ensures you have the necessary proof for income and expenses.

Our checklist covers the most common information required for standard Self-Assessment returns. However, complex situations (like foreign income, specific investments, or unusual expenses) might require additional documentation. If you're unsure, our Chester accountants can provide tailored advice based on your specific circumstances.

Gather everything you can first. If some documents (like specific receipts) are genuinely lost, make a note of the details. In some cases, estimates or alternative evidence might be acceptable to HMRC, but it's crucial to get it right. For guidance on handling missing information for your Self-Assessment, contact our team at Phillips & Co in Chester.

HMRC requires you to keep your Self-Assessment records for at least 5 years after the 31 January filing deadline for the relevant tax year. This includes all the documents on this checklist that support your income and expense claims. Good record-keeping is essential.

While maintaining records year-round is best, you should start actively gathering the specific documents on this checklist well before the Self-Assessment filing deadline (31 January for online returns). Starting early, perhaps a few months after the tax year ends on 5 April, reduces stress and gives you time to locate everything. Our Chester accountants always advise preparing in advance!

Excellent preparation! The next step is preparing and filing your Self-Assessment return using this information. If you'd like peace of mind knowing it's done accurately, efficiently, and claiming all entitled reliefs, Phillips & Co Accountants in Chester can help. We can take your organised information and manage the entire filing process for you. Our Self-Assessment Services.

Ready to File with Confidence? 

Partner with Phillips & Co, Chester’s 4.9-star accountants, for a stress-free Self-Assessment.

Call/WhatsApp: +44(1244) 220-062