Self Assessment

Self Assessment Tax Return Checklist

    Name (required)

    Email (required)

    Did you receive any employment income? (i.e salary)
    Yes - from my limited company (AO have the details)Yes - from my limited company (I prepare my own payroll records and I will upload my P60 below)Yes - from another company (I will upload my P60/P45 below)No - I did not receive any employment income

    Did you receive any taxable benefits from your employment? (i.e. company car, loans, medical insurance etc)
    Yes - from my limited company (AO take care of my P11d return and have the details)Yes - from my limited companyYes - from another companyNo - I did not receive any benefits from my employment

    Did you receive any dividend income?
    Yes - from my limited company (AO have the details)Yes - from my limited company (I prepare my own dividend records)Yes - from another companyNo - I did not receive any dividend income

    Did you receive any income from self-employment?
    YesNo

    If yes, how many self employments did you have?

    What format do you keep your accounting records in?
    XeroOther Online SoftwareManual spreadsheet (I have attached my spreadsheet)Other

    Did you receive any bank or savings account income? (Not ISA's)
    YesNo

    Did you receive any pension income?
    YesNo

    Did you receive any property income?
    YesNo

    Did you receive Child Benefit?
    YesNo

    Did you make any pension contributions?
    YesNo

    Did you make any gift aid donations?
    YesNo

    Do you have a student loan?
    Yes - Student Plan 1Yes - Student Plan 2No

    Additional information provided below

    Please upload any relevant files (i.e P45, P60 etc).

    Confirmation.
    I confirm that the information provided is correct and accurate to the best of my knowledge. I authorise The Accountancy Office to use this information to prepare my self-assessment tax return for 2019-2020. I understand that the tax return will be sent to me for my review and approval before submitting to HMRC.
    I Agree

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