Tax Return Checklist

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Forms P60 and P11D detailing salary and benefits in kind from all employments.

Details of any employee related share options or acquisitions.

Forms P60 or other certificates detailing pensions and/or annuities received.

Summary letter from The Pension Service detailing amount of State Pension due.

Trading income and expenditure details, with respect to self-employment.

Income/loss from a partnership or LLP for which you are a member

Property letting income and expenditure details, including mortgage interest paid.

Interest certificates from bank, building society and investment accounts.

Interest from peer-to-peer lending

Income from cryptocurrency such as Bitcoin.

Dividend vouchers from distributions on shares and securities.

Form R185 or other certificate of income received from trust and estates.

Income certificates or tax deduction vouchers from overseas income

Details of all capital disposals made, including shares, unit trusts & securities.

Details of any payments made to UK charities under Gift Aid.

Details of personal pension contributions or retirement annuity contributions made

Details of any loan interest paid in respect of investment into a qualifying business.

Details of any SEIS, EIS, VCT or other investments made.

Details of any Social Security Benefits received.

Any other income received.

Details of any Child Benefit received by you or your partner.

Details of any changes in personal circumstances.

Details of any outstanding student loan that requires repayment