What You Need to Submit Your Self Assessment Tax Return: A Complete Checklist
- Eduard husaru
- Jul 22
- 2 min read
Filing your Self Assessment tax return doesn’t have to be stressful—if you’re prepared. Whether you’re self-employed, a landlord, a company director, or juggling multiple income streams, knowing what information to gather is half the battle.
Here’s your go-to guide for what you’ll need to file accurately and confidently.
Core Details Everyone Needs
Before diving into income types, make sure you have:
Unique Taxpayer Reference (UTR) – 10-digit number from HMRC
Bank details – for refunds (optional but recommended)
Dates of income received – especially if using cash basis accounting
Employment Income
If you’ve worked for an employer:
P60 – shows total income and tax paid
P45 – if you left a job during the tax year
P11D – for benefits like company car or medical insurance
Any taxable redundancy or lump sums
Self-Employment Income
If you’re a sole trader or freelancer:
Total income earned – from invoices, platforms, or cash payments
Business expenses – receipts, mileage logs, subscriptions
Trading allowance – if claiming the £1,000 tax-free threshold
Capital Allowances: invoices for cars purchase, bank statements
Accounting method – cash basis or accruals
Rental Income
If you’re a landlord:
Rental income statements
Mortgage interest paid
Letting agent fees
Maintenance and repair costs
Insurance and council tax
Rent-a-Room scheme details (if applicable)
Investment Income
If you’ve earned from savings or shares:
Dividend vouchers
Interest statements from banks or savings accounts
Investment platform summaries
Capital gains details – dates, amounts, and costs of assets sold
Foreign Income
If you’ve earned abroad:
Foreign bank statements
Rental or employment income from overseas
Foreign tax paid
Exchange rate used
Pension & Benefits
If you’ve received pensions or state benefits:
State Pension statement
Private pension P60s
Annuity statements
Taxable benefits – e.g. Carer’s Allowance, Jobseeker’s Allowance
Student Loans & Child Benefit
If applicable:
Student loan plan type and repayments
Child Benefit received – if income is over £50,000
Reliefs & Deductions
To reduce your tax bill:
Gift Aid donations
Pension contributions
Professional subscriptions
Work-from-home costs (if self-employed)
Final Thoughts
Self Assessment isn’t just about declaring income—it’s about painting a full picture of your financial year. At Accounted 4 Tax Ltd, we help sole traders and small business owners gather the right information, claim what they’re entitled to, and file with confidence.
Need help preparing your records or unsure what applies to you? Let’s chat.
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