It’s time to gather up your information and bank statements, and let us make a start on your 2026 Tax Return. You can bring your information to us now. Please don’t delay, do it today!
Please can we have all your information well in advance of Friday 30 October 2026 – this is a cut off date, not a target! Preparing your Tax Return early does not mean you have to pay your taxes earlier, it gives you more time to plan for them. Getting your information to us as soon as the tax years ends on 5 April 2026 will help you avoid last minute panics and searching for information, and unexpected post-Christmas tax bills. Information received after 31 October may not be completed in time to meet the HMRC deadline and additional fees will be charged.
Your tax return must reflect all sources of income from 6 April 2025 to 5 April 2026. Below is a list of the most common pieces of information we require.
You can download this checklist here.
If you are Self-employed or in a partnership
- Access to your bookkeeping software if used (such as QuickBooks)
- Bank statements for all bank accounts used for business (including any credit cards). Please send your bank statements in .CSV (excel) format and PDF where possible.
- Sales invoices / evidence of income / CIS statements
- Receipts for purchases and expenses
- Spreadsheets, accounts books, or access to digital bookkeeping software
- Cheque book & paying in book for all bank accounts used for business purposes, if still used.
- List of debtors at the year-end (people who owe you money)
- List of creditors at the year-end (people you owe money to)
- Value of stock (at cost price) at the year-end
- Any work in progress that has not yet been invoiced.
- Details of any loans, including recent statement showing interest.
- Details of any new business vehicles or machinery, including finance agreements
If you are employed or have PAYE income
- 2026 P60 for each and every employment in the tax year
- Any P45’s dated between 6 April 2025 to 5 April 2026
- 2026 P11d if applicable. You might not receive this until mid-July 2026
If you have rental properties
(including any properties currently empty)
- Rent received for each month during the year or agent statements (if you use one)
- Receipts for expenses (repairs, maintenance, ground rent, safety certificates, insurance etc)
- Mortgage statements showing interest paid.
If you receive a pension
- 2026 P60 from every private pension
- Full details of any lump sums that have been withdrawn, inc tax-free amount (possibly P45)
- State pension letter (dated April 2025) advising how much you will receive each week.
If you pay into a pension
- Details of any private pension contributions made in the year.
If you have Interest, Savings, Investment and Building Society Accounts
- Annual interest summaries from all bank accounts, savings accounts and investments.
If you have Shares, Dividend vouchers & Cryptocurrency
- Dividend vouchers – UK and Worldwide
- Consolidated Tax Vouchers
- Details of any share or crypto sales
If you have a Student Loan
- Details of any Student Loans you have, including ‘Plan’ details.
- Any payments made during the year.
If you have any worldwide income
- Any income and / or savings in overseas or foreign currency accounts.
If you have a Chargeable Gains from UK life insurance policies
- Chargeable Gain Certificate(s)
If you receive Child Benefit
- If anyone in your household is in receipt of Child Benefit and anyone in the household has income above £60,000 please let us know
If you claim Married Couples Allowance
- Please let us know if you have applied for Married Couples Allowance, so we can reflect this in our tax calculations. Please note this is only beneficial if you or your spouse earns below the tax-free personal allowance.
If you have donated using Gift Aid
Please let us know if you have made any donations under gift aid.
If you have Moved house?
- Please let us know your new address, and include a copy of a recent bank statement, your updated driving licence, or a copy of your gas / electric bill.
Do you have any other information?
This list is not exhaustive but shows the most common kinds of records and types of income we deal with. ALL your income needs to be declared on your tax return regardless of whether it is taxed at source or not. If you are unsure about something, please include it or contact us to check.
Download your Checklist
You can download this checklist here.
