Self Assessment checklist

Employment(s) (all employments in the year)

Salary and tax paid

• P60 or P45 showing gross salary, tax deducted and student loan deductions

Benefits and expenses

• Employer’s P11D showing all taxable and other benefits

Pension Income

Occupational

• P60 or Certificate of Pension paid

State pension

• Pension received and notification letter

Other taxable benefits

• Amounts received including taxable lump sums

Self Employment/Partnership

Business profits/losses

• Business records if not already provided
• Partnership interest income and tax deducted
• Other partnership income

Investment Income (include your share of income from joint accounts)

Interest from banks and building societies

• Certificates of interest received and tax deducted

Dividends from UK companies/unit trusts including shares/units in lieu of dividends

• Dividend/distribution vouchers showing dividend received, date and tax credit

Income from trusts, settlements, Deeds of Covenant and estates

• R185 or certificates of income and tax deducted

National Savings interest received gross

• Statements of interest received

Interest from banks or building societies, received gross

• Statements of interest received

Income from property

• All income and expenditure, including mortgage interest statements

Overseas income – dividends and other income

• Dividend vouchers and documentary evidence of other income

Other Income

Monies withdrawn from life assurance policies/bonds

• Chargeable Event Certificate from life assurance company

Outgoings

Employment expenses

• A list of tax deductible expenses e.g. professional subscriptions, travelling expenses

Pension contributions paid by you

• Payments made (dates, amounts, policy details) and copy documentation

Qualifying loans and mortgages

• Lender’s statements showing interest paid and tax relief given

Gift Aid or Deed of Covenant payments

• Gift Aid payments (charity, date and amount) and covenant details

Student Loan repayments

• Payments made (amounts and dates) and copy statement showing balance at 5th April

Other payments qualifying for tax relief

• Payee, amount, date of payment and reason/description

Capital Transactions (please provide any relevant documentation)

• Disposal of only or main residence if partly used for business or over half hectare of ground
• Disposals where gains exceed £11,000
• Capital losses to be claimed
• Shares/securities bought, sold or take-overs (company name, dates and amounts)
• Share options
• Property acquisitions and disposals
• Other chargeable disposals, e.g. personal property/effects worth over £11,000