Use this checklist to gather what we need for your 2025/26 Self Assessment tax return, covering 6 April 2025 to 5 April 2026. The online filing deadline is 31 January 2027, and any tax owed must be paid by the same date. The sooner we have your information, the sooner you will know your bill.
About you
- ☐ Your Unique Taxpayer Reference (UTR) and National Insurance number
- ☐ Any change of address, name or marital status during the year
- ☐ Whether you or your partner received Child Benefit
Employment and pensions
- ☐ P60 for each job held at 5 April 2026, and P45 for any job you left
- ☐ P11D or details of taxable benefits, such as a company car or medical insurance
- ☐ State Pension and private pension income (P60 or annual statements)
- ☐ Work expenses you paid yourself and were not reimbursed
Self-employment
- ☐ Sales and other business income
- ☐ Business expenses, or access to your Xero, FreeAgent or other bookkeeping software
- ☐ Details of equipment, vehicles or other assets bought or sold
- ☐ Business mileage, and use of home as an office
- ☐ Construction Industry Scheme (CIS) statements, if you work in construction
Partnerships
- ☐ Your share of partnership profit or loss from the partnership’s accounts or return
Property income
- ☐ Rent received for each property, and your ownership share if it is jointly owned
- ☐ Letting agent statements
- ☐ Expenses, such as repairs, insurance, agent fees and service charges
- ☐ Mortgage interest statements
Savings, investments and other income
- ☐ Bank and building society interest certificates
- ☐ Dividend vouchers, including from your own limited company
- ☐ Foreign income, and any foreign tax paid
- ☐ Any other income, such as trust income or taxable benefits
Capital gains
- ☐ Details of property, shares, cryptoassets or other assets sold or given away, including dates, costs and sale proceeds
Reliefs and payments
- ☐ Personal pension contributions
- ☐ Gift Aid donations
- ☐ Student loan or postgraduate loan details
- ☐ Payments on account you have already made towards 2025/26
Online checklist
Complete our online checklist below, then send us copies of the relevant documents. If you prefer, email your documents to hello@taxlab.co.uk.
Related guides
- Our Self Assessment service
- A guide to Self Assessment tax returns
- How to pay your Self Assessment tax
Questions? Contact us, call 0845 862 6009 or message us on WhatsApp.