What documents do I need

for my tax return?

 

Last updated 5/9/2024 

1. Self-employment

If you’re self-employed, we’ll need your:

  • Income records: we can use either invoices or a list of your transactions recorded in a simple spreadsheet 
  • Expenses: either receipts or a spreadsheet works

If you provide a spreadsheet please provide bank statements to backup these transactions.

If you were both employed and self-employed during the tax year, then you’ll also need to submit a P60.

2. Construction Industry Scheme (CIS)

For your CIS tax return, you would need to provide:

  • CIS statements or payslips: any documents showing how much you earned and how much tax your contractor has paid
  • Receipts for expenses related to your work, such as transportation costs and equipment costs

We will review your expenditure and advise of any additional expenditure you may be able to claim in addition to what has already been provided.

3.Property income

If you receive income through property, you’ll need to provide us with the following:

  • Details of income received from your property, this could be management statements, invoices to your tenant or a bank statements showing income received.
  • Receipts from any expenditure related directly to the property rental.
  • If you have a Mortgage on your property we will require a Mortgage Interest statements ideally relating to the tax year, however these are not always sent, therefore details of your interest rate and loan for the period will be sufficient.

We will review your expenditure and advise of any additional expenditure you may be able to claim, in addition to what has already been provided.

4. Capital gains

If you’re selling your assets, then we’ll need to know some key information. This includes:

  • The Date when you bought the asset
  • How much you bought the asset for
  • The date when you sold the asset
  • How much you sold the asset for
  • How much you spent improving the asset and the date

We will review the details provided and advise if we need further information to calculate any reliefs, and allowances available on your disposal.

5. Employed (PAYE)

If you’re employed and you pay your taxes through PAYE via your employer, we’ll still need this information when filing your Self Assessment tax return. Specifically, we’ll need:

  • Your P60 end of year tax certificate or P45 details of employee leaving
  • Your P11d expenses and benefits (only needed if you have private health insurance, company car or other company benefits)

If you have multiple employments or have changed jobs during the year we will need the above details for each employment.

6. Donations, pension contributions, and SEIS/EIS investments

For any donations you’ve made, we need:

  • The amount
  • The date
  • The charity of donation details a gift aid receipt or gift aid account screen shot, a bank statement is also fine as long as its clear which charity you are donating to

When it comes to pension contributions, we need any documents or information that mentions them, you pension provider will usually provide a end of year statement or summary.

Submitting information on your SEIS or EIS investments, please provide us with:

  • Your SEIS3 or EIS3 certificates
  • Or your share certificates

7. Interest Income

Details of any interest earned outside of an ISA (thankfully no tax to pay on that one)

  • Please provide the statement of interest provided towards the end of the tax year, you should receive this around April/May time.

8. Child Benefit

Please let us know if you receive child benefit, we will follow up requesting further documents if required.

 

Please note this is a general guide and we may request specific documents based on your personal tax circumstances.