Self Assessment Checklist

2019/20 Tax Timeline

5 April 2020 – end of 2019/20 tax year.

6 April to 31 July 2019 – this is the best time to provide us with your 2019/20 records.

31 July 2020 – second payment on account for 2019/20.

31 October 2020 – paper tax return deadline

31 December 2020 – deadline for tax to be collected through PAYE

31 January 2021 – tax return deadline for 2019/20 tax return.

31 January 2021 – balancing payment for 2019/20 & first payment on account for 2020/21.

2019/20 Self-Assessment Tax Return

Your self-assessment tax return is due by 31 January following the end of the tax year which ends on 5 April. For example, for the tax year from 6 April 2019 to 5 April 2020 (i.e. 2019/20), the tax return and any tax payable would be due by 31 January 2021.

We would advise submitting your return at the earliest opportunity so you can be prepared for any tax bill & this allows us to provide you with the very best advice.

In order for us to draft your personal tax return we would be grateful if you could provide what is relevant to you from the list below.


  • A schedule of any bank and/or building society interest received, gross, tax and net figures.
  • Details of any share dividends.
  • Amount of any Child Benefit received.
  • Does your partner earn more than £50,000 per annum?
  • If you have any student loan.
  • Details of any further monies received from any source not covered above, so that we can consider if it needs to go on your Tax Return.
  • Details of any pension contributions other than through employer pension schemes.
  • Amount of any Gift Aid Charitable payments.
  • Details of your partner’s income if below £12,500 so we can consider the marriage allowance.


  • Your P60/P45 for each employment and/or private pension.
  • Amount of any State Pension or Job Seekers Allowance.
  • The last Notice of Coding you received.
  • Details of any Benefits in Kind, as returned by your employer on form P11D.
  • Details of any professional subscriptions or expenses agreed with HMRC.
  • Copy of any HMRC Tax Calculation you have received for this year (P800).

Self Employment

  • Details of your self employed income for your accounts year.
  • Details of all business expenditure for your accounts year.
  • If you use a car for business and we claim the authorised mileage allowance for you, details of the car(s) you used in the year.

Disposals of property, shares and other assets in the year ended 5 April 2020

  • Details of any residential property (including your home) sold in the year
  • Details of any other property or land sold
  • Details of any shares sold Details of any other assets sold, including business assets

Any other income from the UK or abroad?

Examples of other income to include are: Untaxed interest; Taxed interest; Stock dividends; Other dividends; Self-employment; Partnerships; State pension and other benefits; Other pensions; Rental income etc; Chargeable event gains; Income from a trust; Foreign savings income; Dividends from foreign companies; Overseas pensions etc; Rents from land and property abroad; Income from a UK or foreign estate; Income chargeable to you as settlor of a trust; Accrued income; Interest from Gilts; Bonus issues of securities and redeemable shares; Close company loans written off; Share scheme chargeable events; Lump sums from employment (e.g. redundancy)

Other reliefs that might reduce your tax bill 

Examples of other possible reliefs are: Gift Aid; Payroll Giving; Pension payments; Blind person’s allowance; Gifts to charity; Subscriptions to a Venture Capital Trust; EIS or Seed EIS investments; Community or Social Investment Tax Relief; Interest paid on loans taken out for a qualifying purpose; Seafarers’ deduction; Post-cessation losses; Maintenance or alimony payments; Payments to a trade union for death benefits; Payments to a compulsory employer widow/orphan scheme; Relief on redemption of bonus shares