Self-Assessment Checklist
Navigate your Self-Assessment with confidence.
Use our step-by-step checklist—created by Chester’s expert accountants—to make your tax return accurate, stress-free, and HMRC compliant.
How It Works: Our Simple 3-Step Process
Filing your Self-Assessment tax return is easy with Phillips & Co Accountants in Chester. Just follow these three steps for complete peace of mind:
1
Review the Checklist
Carefully follow our Self-Assessment checklist. Gather all relevant income documents and make sure to claim every allowable expense.
2
Upload Securely
Use our secure client portal, Iris Openspace, to upload your documents safely and confidentially. Your sensitive information is fully protected.
3
We Handle the Filing
Our expert Chester accountants prepare and file your tax return with HMRC—ensuring accuracy, all eligible deductions, and a stress-free experience.
Self-Assessment Information Checklist
To ensure your Self-Assessment tax return is accurate and stress-free, gather the relevant information below. (Not all sections will apply to everyone.)
Part 1: Personal & Employment Details
Required for every tax return:
UTR (Unique Taxpayer Reference): 10-digit number from HMRC.
National Insurance Number: For tracking contributions and benefits.
P60 Form: Year-end summary of pay and tax from your employer.
P45 Form: If you left a job during the year; shows income and tax paid up to leaving.
P11D Form / Benefits in Kind: Details of non-cash benefits from your employer (e.g., company car, private medical insurance).
Part 2: Income from Self-Employment / Partnerships
For sole traders and business partners:
Business Income Records: All sales, invoices, and business income.
Allowable Business Expenses: Full record of business running costs. (See our Allowable Expenses Guide.)
Partnership UTR (if applicable): Partnership’s tax reference, in addition to your personal UTR.
Part 3: Income from Land & Property
For rental property owners:
Rental Income Received: Dates and amounts from tenants.
Allowable Property Expenses: Records of expenses (letting agent fees, repairs, mortgage interest, etc.).
Part 4: Other Income, Gains & Reliefs
For other income sources or tax reliefs:
Savings & Investment Income: Interest from bank accounts, dividends from shares.
Capital Gains: Details of any assets sold for a profit (e.g., second property, shares).
Pension Contributions: Certificates or statements for personal pension payments.
Ready to File with Confidence?
Let Phillips & Co Accountants in Chester handle your Self-Assessment—so you can relax, knowing your tax return is accurate, compliant, and stress-free.