What to send your accountant before January
A one-page checklist so your return takes one email instead of six.
Raj Patel
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3 min read
Key takeaways
- Send everything by mid-December, not the last week of January
- Bank statements, receipts and any HMRC letters cover most of it
- Tell us about any new income — rent, side work, dividends
- One checklist email replaces six follow-ups
Income
P60s, self-employed income, rent received, interest, dividends, and anything paid to you from abroad.
Costs
Business expenses, rental costs, pension contributions and Gift Aid donations.
Anything new
A new job, a property bought or sold, a baby, a marriage — all can change your tax. Tell us in one line.
The service behind this guide
Self Assessment tax returns
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