Most of the stress around Self Assessment comes from hunting for paperwork in mid-January. Gather these documents in the autumn and the return itself is quick.
Income
P60s and P11Ds from any employment, invoices or a summary of self-employed income, rental statements from your letting agent, dividend vouchers, and interest statements from banks and building societies.
Expenses and reliefs
Business expense receipts, mortgage interest statements for rental properties, pension contribution certificates and Gift Aid donation records. Personal pension contributions are easy to miss and can reduce your bill significantly.
Gains and one-offs
Completion statements for any property sold, share sale contract notes and details of anything unusual, such as an inheritance or a large gift. These can affect your tax and are best discussed early.
Send it securely
Upload everything to Fairbank Partners's secure client portal rather than email. We'll confirm receipt, list any gaps and give you an estimate of your bill well before the deadline.
