Income Tax Checklist 25/26

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Before completing this form, please ensure you have all of the below ready. If you need any assistance with the below, please reach out to customerservice@honestaccounting.co.uk or soletrader@honestaccounting.co.uk

·         Copies of P60/P45

·         Copy of P11D

·         Details of pensions received

·         Details of any rental income received in the UK or abroad together with any expenses incurred.

·         Details of income you received or were entitled to from any settlements or estates

·         Tax certificates from all the personal savings accounts held (Not ISAs)

·         Details of any National Savings Accounts held and the interest credited to them for the tax year

·         Dividend vouchers of dividends you received from limited company or other

·         Details of all shares you purchased, sold or transferred

·         Details of assets that you purchased, sold or transferred

·         Details of any cryptocurrency purchased, sold or transferred

·         Details of Overseas Income

·         Details of Student Loan

·         Details of Child Benefit

·         Details of any amounts paid into personal pensions

·         Details of payments made under Gift Aid, VCT, EIS, SEIS, SI

·         Details of payments made on account in respect of the 2025/26 tax year
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Name* This field is required.
Prefix
First Name
Middle Name
Last Name
3
Email* This field is required.
example@example.com
4
Are you filling out this form for 25/26 Self Assessment* This field is required.April 2025 - 5th April 2026
Yes
No
5
Which tax year do you need the Self Assessment Tax Return for?
Please Select
Please Select
6th April 2024 to 5th April 2025
6th April 2023 to 5th April 2024
6th April 2022 to 5th April 2023
6th April 2021 to 5th April 2022
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Have any of your personal contact details changed since we did your last tax return?* This field is required.Eg. Address, Marital Status. If this is your first one with us, click yes, and fill in the details
Yes
No
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Address* This field is required.
Street Address
Street Address Line 2
City
County
Post Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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Date of Birth* This field is required.
Date
Day
Month
Year
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National Insurance Number* This field is required.AA 123 456 B
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UTR Number* This field is required.This is your 10 digit Unique Taxpayer Reference. It can be found on any HMRC self assessment correspondence.
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Marital Staus* This field is required.
Please Select
Please Select
Single
Married
Separated
Divorced
Civil Partnership
Other
Prefer not to say
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Did you receive a salaried income in the tax year?* This field is required.
Yes
No
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Copy of P45 or P60* This field is required.Received from employment/PAYE roles, if you weren’t employed in the tax year outside of self-employment please click next
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Copy of P11D This will have been provided by employers if in receipt of taxable benefits. If you do not have this then please click next.
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Details of pensions receivedProvide details of your pension income received during the tax year (these can be found on your P60). Please ensure no state pension details are entered.
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Are you the director of a Limited Company?* This field is required.
Yes
No
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Were you Self Employed in the tax year?* This field is required.If you are a director of a limited company, please select no.
Yes
No
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Were you a CIS subcontractor?* This field is required.
Yes
No
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Please provide your CIS deductions statements for the tax year.* This field is required.
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Breakdown of Self Employment Income and Expenses* This field is required.
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Did you receive income from property during the 25/26 tax year?* This field is required.
Yes
No
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Details of any rental income received in the UK or abroad along with any expenses incurred.
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Did you receive any UK bank interest during the tax year?* This field is required.
Yes
No
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Statement of interest from all the personal savings accounts held (Not ISAs)* This field is required.This is a bank statement exported from your bank society covering 06/04 - 05/04.
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Details of any National Savings Accounts held and the interest credited to them for the tax year
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Dividend vouchers of dividends you received from limited company or other
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Did you close down a Limited Company in the tax year?* This field is required.
Yes
No
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Do you have any income or gains mentioned above which arises overseas?
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Details of income you received or were entitled to from any settlements or estates
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Do you have an outstanding Student loan?* This field is required.
Yes
No
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Did your course start on or before 1 September 2012 and please provide details of any repayments made in previous tax year
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Did you or your partner receive child benefit in the tax year* This field is required.
Yes
No
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How many children do you have and who is the highest earner between you and your partner? * This field is required.
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Details of any amounts paid into personal pensionsPlease confirm if this was done via your PAYE role (salary sacrifice) or personally.
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Details of payments made under Gift Aid, VCT, EIS, SEIS, SI
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Have you done a self assessment for the previous tax year?* This field is required.
Yes
No
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Confirm payments made on account in respect of the tax year
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If you believe you may be due a repayment from HMRC, please provide your bank details below.Sort code, Account number, Account holder name.
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Any other relevant files
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Any other information you think we may need?
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Please type your full name to confirm this submission* This field is required.
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