This page sets out information that we may need to properly prepare your tax return for the tax year ended 5 April 2020.

Not all the information will be relevant for every client but we like to ask each year just in case your circumstances have changed.  For some clients we’ll already hold some of the information on our files.  If you think that is the case for you then there is no need to resend it.

It is important you do look through this list and to let us know of anything that may be relevant for your tax return.  It is ultimately your responsibility that your tax return is correct.

The best way to provide any information you think we may need is via our secure client portal – here.

Please let your usual contact know if you have any issues logging in.


We would always suggest sending us the information as early as possible. By preparing your return early we can help to ensure you claim for as much as possible and give you as much notice as possible of your tax liabilities.

– 31 October 2020 deadline for submitting a paper tax return
– 30 December 2020 deadline for paying tax less than £3,000 through your tax code (where possible)
– 31 January 2021 deadline for submitting an electronic return

There are penalties for late submission and late payment of tax.

We do not guarantee we will be able to submit your tax return if we do not receive all the relevant information by 1 December 2020.


Form P60 or P45 showing your salary and tax deducted in respect of any employment. If the form is not available a copy of your payslip for March 2019 should be forwarded to us.

Form P11D showing benefits in kind provided to you in connection with your employments during the year.

A list of deductible expenses, membership subscriptions and travelling expenses if these have not been reimbursed to you by your employer.

Pensions and Allowances

The amount of state pension received in the year, together with the current rate of payment (Note: 13 payments per year).

Details of other pensions received in the year.

Details of Job Seekers allowance and other state benefits received.

Self Employment

Details of all business income received and all business expenditure, where not previously provided.

Rental Income

Details of rents received and expenses paid in respect of any let properties.  Please include mortgage interest certificates.

Investment Income

Details of interest received from bank and building society accounts.  State whether Gross or Net. Include details of foreign interest and tax deducted if applicable.

Dividend vouchers and similar vouchers for fixed interest stocks.

Chargeable event certificates on certain bonds and life assurance policies.

Forms R185/R185E showing your income and tax deducted in respect of any settlement of which you are a beneficiary.

Details of any other income or capital gains arising during the year.

Details of any foreign income received.


Details of pension contributions paid in the year.

Details of charitable covenants or Payroll Giving paid during the year.

Details of payments under Gift Aid during the year.

Details of assets purchased or sold in the year.

Details of any gifts made to the value of £5,000 or more where you have retained an interest in the asset.

Details of interest paid on loans you have taken out to invest in a trading business, be that a sole trade, partnership or limited company.  Please include loan interest certificates.

Certificates issued to you in respect of investments made under qualifying venture capital trust, seed enterprise investment or enterprise investment schemes.

Child Benefit

You are responsible for repaying all or part of the Child Benefit received by you or your partner if:
– Your income is more than £50,000; and
– Your partner’s income is lower than your income

Please advise how many children you or your partner received Child Benefit for during the period 6 April 2019 to 5 April 2020.

If any Child Benefit receipts commenced or ceased in the tax year, please provide the relevant dates.

Other Information

Please confirm if you have a repayable, income-contingent student loan.

Please confirm if you are liable to pay Scottish Income Tax.

Please confirm if you are liabile to pay Welsh Income Tax.

If you believe you may be entitled to tax refund then please provide us with your bank account number, sort code and the name on the account.  These details will be entered onto your return so HMRC can issue the refund to you by bank transfer.

Please indicate if you would like your tax bill to be collected via your PAYE tax code (only applicable if your tax bill is under £3,000 and your return is submitted on or before 30 December).

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