Self-Assessment Checklist
Welcome to Phillips & Co Accountants, where we simplify your tax return process with a comprehensive checklist. Our family-run firm in Chester is committed to making your self-assessment seamless and stress-free. Let us be your trusted guide every step of the way.
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 expenses for the tax year to ensure nothing is missed.
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 Checklist
Part 1: Personal & Employment Information
Gather essential documents related to your personal and employment details to ensure a smooth filing process.
Your UTR (Unique Taxpayer Reference) number
Essential for identifying your tax records with HMRC.
Your National Insurance Number
Used to track your contributions and benefits.
P60 form from your employer
Summarizes your total pay and deductions for the tax year.
P45 form if you left a job during the tax year
Details your income and tax paid up to the point of leaving.
P11D form detailing any benefits in kind
Provides information on any non-cash benefits received from your employer.
Part 2: Income from Self-Employment & Property
Compile records of all income and expenses related to self-employment and property rental.
Records of all sales and income if you're a sole trader
Ensure you have accurate records of your business transactions.
Ready to File with Confidence?
Once you have your documents ready, partner with Phillips & Co for a truly stress-free Self-Assessment.