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General

The latest HMRC Self-Assessment
Tax Statement of Account, if you received one

Any change in your marital status

Any change in your residency
status

Details of any student loan plans
you are liable for (Plan 1, Plan 2, Plan 4 or Post-Graduate)

Income

Employment

Form P60 or P45, copy of P11D.
Details of any taxable lump sums; fixed deductions from employment,
redundancy payments and any student loan deductions taken.

Are you a director or office
holder

Self-Employment & Partnership

Accounting paperwork for your
Accounting Period that ended in this tax year. Details of income (including
any Coronavirus schemes such as CJRS) and expenses arising or business
accounts together with a note of any capital additions or disposals.

CIS Subcontractor

Tax Statements from Contractors
from 6th April to 5th April in addition to Self-Employment records.

Pensions

State Pension, private pensions
and overseas pensions received, during the tax year.

Benefits

State benefits or allowances
received, during the tax year. Jobseekers allowance.

Child benefit received by you,
your partner or paid to someone else for a child living with you, including
the number of relevant children, the date it ceased and your partners’
income.

Income from Property

Details of any rental income,
rental statements and mortgage statements for the tax year including interest
paid. Details of any expenses, service charge, ground rent etc.

Bank/Building Society Accounts

Interest received on any accounts
from statements or certificates of interest received from your bank. Please
indicate any Joint Accounts and enter your share of the income.

UK Dividends

Dividend vouchers and scrip
dividend vouchers (where shares received in lieu of whole or part of
dividend). Details of all UK shares held.

Foreign Income

Interest received on any foreign
accounts. Dividend vouchers from any foreign holdings, details of all foreign
shares held. Amounts in sterling.

Foreign employment payslips
covering the tax year. Details & dates overseas.

Any other received or remitted
income from overseas.

Life insurance Policies

Income from insurance policies or
from a deceased person’s estate.

Trusts & Estates

Any discretionary/non-discretionary
payments or income chargeable on settlors. Any income from UK / Foreign
estates and associated finance costs.

Cryptocurrency

Details of any income from
cryptocurrency activities such as staking, mining or airdrops.

Other Sources

Documentary evidence of any other
income or details of source, when it first arose, amount received and if tax
deducted.

Capital
Transactions

Shares and Securities

Documentary evidence of any other
income or details of source, when it first arose, amount received and if tax
deducted.

Share Options

Documentation for options granted
or exercised.

Chargeable Assets

Full details of the cost/sale
proceeds for any other assets whether in the UK or overseas. Include any
details of Capital Gains Tax paid on UK property.

Life Assurance Investment Bonds

All relevant Certificates.

Cryptocurrency/digital assets

Full details of the cost/sale
proceeds for any cryptocurrency disposals.

Outgoings

Professional
Subs & allowances

Subscriptions paid to professional
bodies or trade associations. Any other allowances or deductions.

Pensions

Details of all payments to
pensions including any statements.

Gift Aid Donations

Details of payments made under the
gift aid scheme.

EIS/SEIS, VCT etc.

Details of subscriptions to
Enterprise Investment Schemes, SEED EIS, Venture Capital Trusts and Social or
Community Investment tax relief schemes. Copy of any EIS3/SEIS3/Certificates.

Other
reliefs and deductions

Qualifying maintenance paid to a
former spouse or civil partner.

Post-cessation expenses,
pre-incorporation losses, losses on relevant discounted securities.

Are you in receipt of a Marriage
Allowance Transfer?

Have you made a Marriage Allowance
Transfer to a partner or spouse?