Do you need to complete your self assessment tax return soon? Giving yourself plenty of time and having all the information you need, ready in advance will make completing your tax return much less stressful. Below, you’ll find some of the common documents and information you may need to have ready for your tax return.
Friendly Disclaimer: Whilst I am an accountant, I’m not your accountant. The information in this article is legally correct but it is for guidance and information purposes only. Everyone’s situation is different and unique so you’ll need to use your own best judgement when applying the advice that I give to your situation. If you are unsure or have a question be sure to contact a qualified professional because mistakes can result in penalties.
What Information Do You Need to Complete Your Tax Return?
Here is a list of common documents and certificates that you may need. You may not need all the items on the list depending on your circumstances and the type of income you earn. However, you should make sure you have the self-assessment documents for the right tax year.
- Government gateway login and password to access your online tax return (if you’ve misplaced these, follow this guide to retrieve your lost details);
- Personal details including your UTR number, National Insurance number and bank details if you’re expecting a tax refund;
- Partners information if you are claiming the marriage allowance;
- Employment information such as payslip, P45 or P60;
- P11d if you were employed and received a taxable benefit like private medical insurance or a company car;
- Dividend certificates;
- Bank interest certificate
- Student loan statements;
- Pension statements and pension contributions;
- Self-employment income and expenses from your accounts;
- Rental income and expenses including managing agents statements, details of allowable expenses and mortgage statements;
- Previous years tax return and details of any tax losses;
- Details of any other taxable income you have received like the sale of shares, land or property.
It could also help to download the HMRC app where you’ll find information like your UTR number, employment information and instructions on paying any tax you owe in order to check you have the right documents for a self-assessment tax return.