What records do I need for Self Assessment?
Get your income, expenses and supporting documents together before your return is prepared.
Guides and factsheets
Find a useful starting point, a short checklist and the official guidance behind it. Every guide shows when its source was last checked.
HCA guides
Plain-English starting points, with an official source and a useful next step on every page.
Showing 6 guides
Get your income, expenses and supporting documents together before your return is prepared.
Check when the digital-record and quarterly-update rules may apply to you.
Understand the turnover test and the questions to resolve before you register.
A practical starting list for PAYE, starter information and workplace pensions.
Bring the accounting records together and keep the company’s filing duties in view.
Understand which role you have before registering, verifying or deducting.
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