Self-Assessment: Information Required

By Graham | December 13, 2022

Table of Contents

Checklist

Please complete and return one of our self-assessment checklists, available here as an Excel version or PDF version.

Employment

If you were employed, including through your own company, please provide your P60 or P45 (if employment ended), which shows gross salary, tax deducted and any student loan deductions. If you received P11D benefits in kind, please provide that, too.

Pension income

Please provide your P60 and your notification letter for private pensions if you receive a state pension.

Please advise us of any other amounts received, including taxable lump sums.

Self-employment and partnership

If you are self-employed or in a partnership, please provide the business records so we can prepare the accounts

Investments

Please advise any investment income:

Income	Documentation
Interest from banks and building societies	Certificates of interest and tax deducted
Dividends from UK companies and/or unit trusts, including shares and/or units in place of dividends	Dividend/distribution vouchers which display the dividend received, the date received and the tax credit
Income from trusts, settlements, Deeds of Covenant and estates	R185 or certificates of income with tax deducted
Income from property	Income and expenditure, including mortgage interest statements
Overseas income	Dividend vouchers and evidence of other income
Expenses	List of all tax-deductible expenses, e.g. professional subscriptions, travelling expenses
Pension contributions you have paid	Payments details, including dates, amounts and policy details with copy documentation
Qualifying loans and mortgages	Lender’s statements displaying paid interest and tax relief given
Gift Aid or Deed of Covenant payments	Gift Aid payments details, including charity, date and amount you have given and covenant details
Student Loan repayments	Details of payments made with amounts and dates and copy statement displaying the balance as of 5 April
Other payments qualifying for tax relief	Lender’s statements displaying paid interest and tax relief given

Capital gains (and losses)

If you have disposed of any capita assets, please advise:

Disposal of any home(s)
Any disposals where gains exceed £11,000
Any capital losses to be claimed
Any shares or securities bought, sold or take-overs
All property acquisitions and disposals
Any disposals of assets exceeding £11,000, e.g. personal property

If in doubt, please disclose

We may need additional information from you when submitting your return. Please provide this information if you have any other income, capital gains, or reliefs besides those listed above. Please disclose to us if you are in doubt so we can assess your tax position.

If you need any help with Income Tax or Self-Assessment, please contact us today.