What information we need for your Self Assessment
What we already have and what we need you to provide - explained
We prepare most of your Self Assessment return from our records, but there are a few things we need from you.
What we already have
From our work on your company, we have: your director's salary and P60, all dividends declared and verified, any employer pension contributions, any benefits in kind reported on P11D, and Corporation Tax and VAT records.
What we need you to confirm
- Any income outside the company (rental income, interest, freelance work)
- Any personal pension contributions you have made
- Details of any property sold or other capital disposal during the year
- Student loan repayment status
- Gift Aid donations made in the year
We need these so your return is complete and accurate. Some of them, such as rental income or a capital disposal, go beyond a standard salary-and-dividends return; where that applies, we will let you know and agree any additional work with you separately before we proceed.
We send a Self Assessment data request each year, usually in May or June after the 5 April year end. Responding promptly helps us file your return well before the 31 January deadline.
💡 Good to know: Filing your Self Assessment early (in summer or autumn rather than January) means you know your tax bill months before it is due. This helps with cash planning and avoids the last-minute rush that can lead to things being missed.
Not found what you're looking for?
Please get in touch and we'll be happy to help:
Email: You can submit a request using our contact form
Phone: 020 3897 2233
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