Document Guide

Please complete the Self-Assessment questionnaire we have provided. It covers standard sections such as charitable donations, pension contributions, savings interest, and other income sources.

Your employer provides this certificate after the tax year ends in April. It shows your total pay and the tax deducted during the year. You can usually find it on your payroll portal or request it from your employer's HR department.

If you left a job during the tax year, your former employer should have given you a P45. It shows your pay and tax up to the date you left. If you can't find it, contact your previous employer's payroll department.

If your employer provided benefits such as a company car, private medical insurance, or interest-free loans, they will have issued a P11D form. Check with your employer if you're unsure whether you received one.

Please provide details of all rental income received and expenses paid during the tax year for each property you let out. Include mortgage interest, repairs, insurance, letting agent fees, and any other allowable costs.

If you paid for any business expenses from personal accounts, or received business income into personal accounts, please provide a schedule of those transactions so we can include them in the accounts.

Full year transaction download for sole trader bank account (CSV or Excel preferred)