Self Assessment Checklist

2019/20 Tax Timeline

2019/20 Self-Assessment Tax Return

Your self-assessment tax return is due by 31 January following the end of the tax year which ends on 5 April. For example, for the tax year from 6 April 2019 to 5 April 2020 (i.e. 2019/20), the tax return and any tax payable would be due by 31 January 2021.

We would advise submitting your return at the earliest opportunity so you can be prepared for any tax bill & this allows us to provide you with the very best advice.

In order for us to draft your personal tax return we would be grateful if you could provide what is relevant to you from the list below.

General

PAYE

Self Employment

Disposals of property, shares and other assets in the year ended 5 April 2020

Any other income from the UK or abroad?

Examples of other income to include are: Untaxed interest; Taxed interest; Stock dividends; Other dividends; Self-employment; Partnerships; State pension and other benefits; Other pensions; Rental income etc; Chargeable event gains; Income from a trust; Foreign savings income; Dividends from foreign companies; Overseas pensions etc; Rents from land and property abroad; Income from a UK or foreign estate; Income chargeable to you as settlor of a trust; Accrued income; Interest from Gilts; Bonus issues of securities and redeemable shares; Close company loans written off; Share scheme chargeable events; Lump sums from employment (e.g. redundancy)

Other reliefs that might reduce your tax bill 

Examples of other possible reliefs are: Gift Aid; Payroll Giving; Pension payments; Blind person's allowance; Gifts to charity; Subscriptions to a Venture Capital Trust; EIS or Seed EIS investments; Community or Social Investment Tax Relief; Interest paid on loans taken out for a qualifying purpose; Seafarers' deduction; Post-cessation losses; Maintenance or alimony payments; Payments to a trade union for death benefits; Payments to a compulsory employer widow/orphan scheme; Relief on redemption of bonus shares