Last updated
June 17, 2026
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.
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