• 2024-2025 SATR Data - NS

    Self Assessment Tax Return data

  • 2025-04-04   There are a maximum number of files that can be uploaded on each button. If you have any more, or would prefer to email them, please send them to louise@performanceaccountancy.co.uk or feel free to use your client portal. Thank you .

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  • If you have moved in the last 12 months or since your last tax return, please confirm the date of moving to the above address. We need to check what HMRC have and change it if you have not done so.
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  • What performance union are you a member of (if at all):

  • Employment. You may have more than one P45 and / or P60

  • Did you have any PAYE employment in 2024/2025*
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  • Upload your P45
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  • Upload your P60s
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  • Upload any P11Ds
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  • Were you a director of your own limited company?

  • Pension Income - Of course, you may not be old enough for this !

  • Have you received any pension income (state or personal) in the tax year, or taken a lump sum?*
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  • Upload Pension P60s
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  • Self Employment.  We are happy to perform all the bookkeeping for you and can quote for this is not already agreed. 

    Please be aware that from 6th April 2026, you MAY need to be reporting self employed income & expenses to HMRC digitally using online software if your fee income is more than £50K. If your income is more than £30K, then this kicks in from April 2027, and more than £20,000 - it is April 2028. We encourage people to start from April 2025 to "get into the swing of things".  

  • Have you had any self-employment during the tax year*
  • What is your self employment accounting period? You should only be on 31st march or 5th April as this was all changed in 2023/2024. If you have another date, please let us know as your 2023/2024 return may need to be changed.
  • Are you using the "cash basis" to record your Self Employment income and expenditure? What this is? This if you are using bank statements and picking out your income and expenses, or literally the cash in your pocket? There are restrictions to this - mainly you cannot claim any capital allowances for large purchases, and interest charged. Please see email on cash basis sent out at the end of March 2025
  • Did you start self employment in this tax year?
  • Did you finish self employment in this tax year?
  • Are we doing your bookkeeping for you?
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  • Do you use any accounting software for your self employment? If yes please ensure you invite us as your accountants/advisor/accounting user.

  • Did you receive any self employed income from overseas and was any withholding tax deducted? If so, we will need to have a copy of the contract / remittance advise saying what the gross fee was and then the amount of overseas income tax was deducted. Overseas income tax can be offset against UK income tax (rules apply) but not any social security deductions.
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  • Did you work in the construction industry and was CIS tax deducted from your payments?
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  • Property Income - most landlords keep their own accounts, but we are happy to create them for you if you provide all the basic details such as rental statements, expenses and details of the property.

    Please be aware, from April 2026, you will need to be reporting property income & expenses to HMRC digitally using online software. We encourage people to start from April 2025 but the details a re a bit sketchy at the moment, so hold on until I get more information out. This only applies if your rental income (combined with any self employed income) is over £50K. From April 2027, the treshold is £30K

  • Have you received any income from property eg residential letting, renting a room to a lodger?*
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  • Investment Income - this covers things like bank & building society interest, dividend income and overseas income. Interest is an ISA is tax free so I don't need to have that information. 

  • Do you have any investment type income?*
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  • Married Transfer allowance

  • Are you married or in a civil partnership and living together?

  • State Benefits - some may be taxable, and the child benefit may need to be repaid

  • Have you received any state benefits including child benefit?*

  • Outgoings - do you have any of these outgoings? This is not expenses for self employment. If yes, please detail what they are and upload any backing documents

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  • Capital Transactions - This is the last area. Have you sold anything that may give rise to a capital gains tax issue?  This can be a sale of shares, Sale of a rental property or a second property, sale of crypto currency (oh boy!),  etc

  • Did you sell any rental property or a second property in the 2024/25 tax year?
  • Did you do a Capital Gains tax return when you sold the property?
  • Consent giving*

  • Our privacy policy can be found here >>>  privacy-policy/

  • Thank you so much for working through this. I hope it will be easier than emails going back & forth and you'll have everything done in one place.  If you need any help, please let us know.

    Please click on the "send" button and then we will be able to start work on your tax return. 

    Returns are prepared in the order that the complete information is received so the sooner we have it, the sooner we can file your return. In the ideal world, we'd like to crack on with it all from June. 

    Thanks again

    Performance Accountancy

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