Self-Assessment
Self-Assessment Tax Return list
It is important your Self-Assessment Tax Return reports your worldwide income from all sources for each tax year
(regardless of whether the income has already been taxed).Below is a non-exhaustive list of the income that would need to be reported on your Self-Assessment Tax Return to accurately calculate your tax position:
Income typeIncome type or teams |
Information required | |
|---|---|---|
| Employment income | ||
P60 (for all employments) | ||
P45 (for employments ceased part-way through the year) | ||
P11D statement of employment benefits (for all employments) | ||
P11D statement of employment benefits (for all employments) | ||
Taxable benefits | ||
Employee loan | ||
Company car | ||
Fuel benefit (if applicable) | ||
Living accommodation paid by employer | ||
| Self-Employment | ||
Details of income received during the tax year | ||
Details of expenditure incurred during the year | ||
Details of any capital assets acquired during the year (plant and machinery, motor vehicles, furniture. With a useful life of more than 2 years) | ||
| Partnership | ||
Details of your share of profits or losses for the tax year | ||
| Property trade | ||
Income received | ||
Breakdown of expenses incurred | ||
Details of mortgage interest payments made for the year | ||
| Sale of Capital Assets | ||
The following information would be required for any disposals made during the tax year | ||
Date of acquisition | ||
Acquisition costs | ||
Enhancement costs (property improvement / extension costs) | ||
Date of disposal | ||
Disposal proceeds | ||
Costs of disposal | ||
| Dividend income | ||
Details of any dividend income received during the tax year including company name and amount received | ||
Details of any dividend income received but reinvested including company name and amount reinvested | ||
| Interest income | ||
Details of total interest income received during the tax year | ||
| Foreign income received | ||
Foreign savings interest | ||
Dividends from foreign companies | ||
Income from land and property abroad | ||
Foreign life assurance gains | ||
Other overseas income and gains | ||
Unremitted income | ||
| Taxable state benefits received | ||
State Pension | ||
Jobseeker's Allowance | ||
Carer's Allowance | ||
Employment and Support Allowance (contribution based) | ||
Incapacity Benefit | ||
Bereavement Allowance | ||
Pensions paid by the Industrial Death Benefit scheme | ||
Widowed Parent's Allowance | ||
Widow's pension | ||
| Any other income received | ||
Any other income not detailed above | ||
