Most delays with a tax return come down to one missing document. This is the list we work from for 2025/26 returns, the tax year 6 April 2025 to 5 April 2026.
Employment and pensions
- P60 for each job, or P45 if you left during the year.
- P11D if you received benefits such as a company car or private medical cover.
- Pension income statements, including the State Pension amount.
Company directors
- Dividend vouchers or a schedule of dividends paid.
- Your director's loan account balance at the year end, if it was overdrawn.
Self-employment
- Income and expenses for the year, or your accounts if they are prepared separately.
- Details of any equipment or vehicles bought or sold.
- Use of home and mileage records.
Property
- Rent received and letting agent statements.
- Repairs, insurance, agent fees and other costs.
- Mortgage interest statements. Relief is given as a 20% tax credit rather than a deduction.
Savings, investments and gains
- Bank and building society interest.
- Dividends from shares held personally.
- Details of any shares, property or other assets sold, with purchase costs.
- Any UK residential property gains already reported within the 60-day window.
Reliefs and other items
- Personal pension contributions you made.
- Gift Aid donations.
- Child Benefit received, if either of you earned over £60,000.
- Student loan details.
- Any foreign income.
Send what you have and we will chase the rest. We prepare and file returns for directors, sole traders and landlords on a fixed fee. See our personal tax page.
