Checklist generator

Your personal tax return checklist

Answer a few questions and get a tailored list of what you need.

A few quick questions

Tap Yes or No. This helps us tailor your checklist.
Were you employed?
Were you self employed?
Are you a landlord?
Do you receive dividends?
Do you have foreign income?
Did you pay into a personal pension?

Your tailored tax return checklist

Here is what you are likely to need to gather for your Self Assessment.

Want this checklist emailed to you?

Thank you. Your checklist is on its way and we will be in touch if you would like us to handle the return for you.

This is a quick guide based on your answers, not formal advice. We will confirm exactly what is needed when we speak.