Free tax return checklist

Your tax return, sorted

Tick what applies to you and we will build the exact list of everything you need to gather for your Self Assessment. Tick items off as you go, watch the progress bar fill, then download it, email it to yourself or print it. Your progress is saved on this device.

What was your year like?

Tap everything that applied to you in the tax year. You can change these any time.

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Let us do it for you

Please read. This checklist covers the items most people need for a Self Assessment tax return. Your situation may need more, and not every item will apply. It is a helpful guide, not formal advice. If you would rather hand the whole thing over, we prepare and file returns for clients across the UK.