Your Self-Assessment Tax Return Checklist

1. Personal Identification & HMRC Information:

• Unique Taxpayer Reference (UTR)

• Government Gateway User ID: (Your online HMRC login)

• National Insurance Number

• Activation Code (if this is your first return): (Sent by HMRC)

• HMRC Letters/Emails: (Any correspondence from HMRC)

2. Income Documents:

• Employment Income:

  • P60s (from all employers)

  • P45s (if you changed jobs)

  • P11Ds (for any benefits from your employer)

  • Payslips (if you have a P45)

• Self-Employment/Sole Trade:

  • Invoices issued (or accounting records)

  • Spreadsheets or online accounting software access.

• Rental Income:

  • Rental income records (receipts)

  • Rental property expenses (bills, receipts)

  • Mortgage statements (capital/interest split)

  • Details of property purchase/sale (if applicable)

• Bank Interest:

  • Bank interest certificates or statements

• Dividends:

  • Dividend vouchers

• Pension Income:

  • P60s from private pensions

  • State Pension letters or bank statements

• Other Income:

  • Capital Gains records (sales of assets)

  • Foreign income details

  • Taxable state benefits details (e.g., Jobseeker’s Allowance)

  • R185 trust income form (if applicable)

3. Expense & Relief Documents:

• Allowable Expenses:

  • Receipts and records of business expenses

• Job Expenses:

  • Mileage records

  • Uniform expenses

  • Professional subscription receipts

• Pension Contributions:

  • Pension provider statements

  • Contribution amounts and dates.

• SEIS/EIS Certificates:

  • HMRC certificates for investments

• Gift Aid Donations:

  • Charity names, donation dates, and amounts

4. Additional Information:

• Student Loan Repayments:

  • Student loan provider statements

• Change of Circumstances:

  • Name, marital status, address changes

• Tax Code Notices:

  • HMRC tax coding notices

• Child Benefit Details:

  • If applicable

• Marriage Allowance Details:

  • If applicable

• Pension Threshold Details:

  • If applicable