Lets do your tax return

Individual tax return checklist

Here is a detailed overview of the information we’ll need to complete your tax return, including income from self-employment, dividends, pensions, property, and any relevant allowances or reliefs. Simply use our easy upload feature to securely submit your data, and our team will take care of the rest, ensuring your return is accurate and filed on time.

Personal information

  • Full name and address
  • DOB
  • UTR
  • NINO

Income and expenses from the following sources;

Trade/profession or vocation

  • Self-employment
  • Partnership

Savings and dividends

  • Interest from UK banks etc
  • Interest from Gilts
  • Accrued income
  • Dividends from UK companies
  • Other dividends
  • Stock dividends
  • Bonus of issues of securities and redeemable shares
  • Close company loans written off

Gains

  • Capital gains
  • Life assurance gains

Other non-savings

  • Employment
  • Employment lump sums
  • Share scheme
  • Minister of religion
  • Members of Parliament etc
  • State pensions and benefits
  • Other UK pension etc
  • Other income/losses
  • Income from property

Trusts and Estates

  • Income from trust

Foreign income

  • Foreign saving income
  • Dividend from foreign companies
  • Overseas pension etc
  • Income from land and property abroad
  • Foreign life assurance gains

Allowances

  • Marriage allowance transfer
  • Blind Person's Allowance
  • Married couple's allowance

Charitable giving and Pensions

  • Gift aid payments
  • Gifts to charity
  • Pension payments

Investment reliefs

  • Subscriptions for Venture Capital Trust shares
  • Subscriptions for shares under EIS/Seed EIS
  • Community Investment Tax Relief
  •  Social Investment Tax Relief
  • Qualifying loan interest

Other

  • Post-cessation expenses etc.
  • Maintenance payments
  • Payroll giving
  • Relief for later years trading losses
  • Relief claimed on redemption of bonus shares

Non-residence

  • Residence Status
  • Remittance basis

Miscellaneous

  • Claim to reduce payment on account
  • Royalties and annual payments made
  • Student loan repayments
  • Underpayments and overpayments
  • High income child benefit charge