The Ultimate Self-Assessment Checklist

To ensure your self-assessment returns process is as smooth as possible, here’s a checklist of all the important things to remember. 

Key documents:

It’s important that you send in anything relating to:

• Self-employed income (details of your invoices and business expenses)
• Income from employment
• Dividends
• Bank statements (so your accountant can prove end-of-year bank balance)
• Partnership income
• Interest
• Rental income
• Foreign income
• Pensions contributions
• Gift Aid
• Pension income
• Payment on account
• Redundancy lump payment or unemployment benefit
• P11D
• Capital gains

Allowable expenses

With regards to your allowable expenses, be sure to send in documents relating to:

• Cost of business premises (heating, lighting, business rates)
• Financial costs (like insurance or bank charges)
• Uniforms or protective clothing (though not business attire or shoes)
• Staff costs (like salaries and subcontractor costs)
• Fees paid to business professionals (like accountants or lawyers)
• Advertising or marketing costs (such as running your website)

Key dates

And here are the need-to-know self-assessment dates: