UK Self Assessment tax return: documents checklist

• Unique Taxpayer Reference (UTR) and your Government Gateway sign-in
• National Insurance number
• Income recordsP60, P45 or P11D from employment, and records of self-employment income.
• Bank and building society interest statements
• Dividend vouchers or statements
• Pension contributions and pension income details
• Records of business expenses, if you are self-employed
• Records of rental income and costs, if you have a property
• Records of capital gains, if you sold assets
• Details of charity donations and other reliefs

Your ticks are saved only on this device. Nothing is uploaded.