What documents do I need to provide for a tax return?

It depends on your income sources, but here's what's typically needed:

  • Your P60 or P45 from your employer
  • Bank statements or summaries showing savings interest received
  • Dividend vouchers or an investment platform summary
  • Self-employment income and expenses for the year
  • Rental income figures and allowable costs
  • Any pension income details
  • P11D if your employer provided benefits

You don't need to have everything perfectly organised before you start — fill out our form with what you have and we'll tell you exactly what else we need.