• Self Assessment Tax Return Checklist - 2020/2021

  • 2020-02-17   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 . Thank you .

  •  -

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

  • Did you have any PAYE employment in 2020/2021*
  • Upload a File
    Cancelof
  • Upload a File
    Cancelof
  • Upload a File
    Cancelof
  • Were you a director of your own limited company?
  • Were you required to work from home by your employer?

  • 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?*
  • Upload a File
    Cancelof
  • Upload a File
    Cancelof
  • Upload a File
    Cancelof

  • Self Employment.  We are happy to perform all the bookkeeping for you and can quote for this is not already agreed. 

  • Have you had any self-employment during the tax year*
  • 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?
  • Upload a File
    Cancelof
  • Did you claim any of the government grants (details need to be in your income sheet)
  • Please confirm the you believe you were eligible to claim these grants - double check the criteria
  • Upload a File
    Cancelof

  • 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.

  • Have you received any income from property eg residential letter, renting a room to a lodger?*
  • Upload a File
    Cancelof

  • Investment Income - this covers things like bank & building society interest, dividend income and overseas income. 

  • Do you have any investment type income?*
  • Upload a File
    Cancelof
  • Upload a File
    Cancelof
  • Upload a File
    Cancelof

  • 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? If yes, please detail what they are and upload any backing documents

  • Upload a File
    Cancelof

  • 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 etc

  • Did you sell any rental property or a second property in the 2020/21 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

  •  
  • Should be Empty: