It's Self Assessment season. Whether you're self-employed, a company director, or earn income outside of PAYE, it's important to complete your return accurately and on time.
With deadlines approaching and HMRC's system often feeling like a labyrinth at the best of times, getting everything in order early can save a lot of stress. We've made a handy checklist of everything you'll need for your Self Assessment.
At Elite Financial Accounting, we specialise in taking the pressure off with our Self Assessment service all for just £249 + VAT!
Self Assessment checklist: What you'll need
1. Personal Information
- Your Unique Taxpayer Reference (UTR)
- National Insurance number
- Details if you've had any changes in your address, name, or marital status
- Your Government Gateway login, if you have one
2. Income Information
- Employment income: P60, P45 or P11D from employers
- Self-employment income: all invoices and receipts for the tax year (6 April to 5 April)
- Partnership income: details from your partnership statement
- Property income: rental statements, mortgage interest, repairs, insurance and agent fees
- Investment income: bank interest, dividends, and other investment returns
- Foreign income: details of any income earned overseas
- Capital gains: records of asset sales, including shares or property
3. Expenses and Deductions
- Office costs and supplies
- Travel and mileage
- Professional subscriptions
- Accountancy fees
- Pension contributions
- Charitable donations (Gift Aid)
4. Other Information
- Child Benefit details (if applicable)
- Student Loan repayments
- Any tax reliefs or allowances you're claiming
Key Deadlines
- 31 October 2025 is the submission deadline if doing things by paper
- 31 January 2026 is the online submission and payment deadline
Avoid the hassle, let us handle it for you
Even if you have everything ready, navigating HMRC's system and ensuring nothing gets missed can be time-consuming.
For a fixed low fee of £249 + VAT, our experienced team will:
- Review your records
- Prepare and submit your Self Assessment
- Check for any tax reliefs or allowances you may have missed
- Provide support if HMRC raises any questions
We make the process simple, efficient, and stress-free, so you can focus on running your business.
Ready to get started?
Contact us today to arrange your Self Assessment submission or to discuss any questions you might have.