Filing your tax return will be quicker and easier if you get everything you’ll need ready before you get started.
You’ll only need details that are relevant to the tax year you are filing your return for.
A tax year runs from 6 April to 5 April
Here are the main things you’re going to need:
- Government Gateway Login and Password
- Partners Information if you want to claim Marriage Allowance
- P45 or P60
If you were employed by someone and received benefits like medical insurance or a company car. You’ll need to add them onto your tax return and pay tax on them if necessary
- Dividend Certificates
When you receive a dividend, you’ll get a certificate with it. That contains all the information you’ll need to put on your tax return.
- Bank Interest Certificates
Generally banks tend to deduct interest at source. If so you shouldn’t need to pay anymore tax but all the details will have been issued by the bank.
- Pension Statements and Pension Contributions
If you have received any pensions or paid into any schemes you’ll need to get all the statements summarising what has happened.
- Self-Employment Income and Expenses
You’ll need details of all your self-employment income and expenses. So make sure you have details of everything.
- Rental Income and Expenses
Get ready details of all the rental income you have collected and any expenses that you paid for in relation to your buy-to-let.
- Details of any other income you have received
If you received any other taxable income like capital gains or foreign income then you’ll need to declare it on your tax return.