We need the below information as a basic ‘shopping list’ – we do appreciate it takes time to gather this together, but hopefully this will help as an overview:
Your Self-Assessment will require information for the time period from 6 April to 5 April.
If you have been an employee or a director (of your own or another company), you should have information of the wages that you have received and any tax paid.
You may have documentation such as:
If you receive private pension payments, you should have a copy of a P60 or a certificate of pension paid for each tax year.
If you receive state pension, you should have a letter detailing this.
If you’ve been a sole trader (this includes hobbies that generate income), partner or if you have your own limited company and pay yourself, we will need you to provide:
If you have any other income such as:
(if you are unsure, with sight of your bank statements we will be able to assist)
In order for us to complete your Tax Return, we will send you a letter of engagement for you to confirm that you are happy for us to act as your Agent, and once we have all documentation together, we will send you a draft version to check over and approve. Get in touch with us today and get started!