Start by identifying the income sources and circumstances relevant to your return. Gather invoices, bank records, pension information and any other documents that apply to your situation.
Reconcile the figures against your records and organise your evidence for costs you may be eligible to claim. Rules differ depending on whether you are employed, self-employed, a landlord or a company director.
Check current HMRC guidance for the applicable tax year, filing deadlines and payment dates. Filing accurately and early allows more time to resolve questions or missing information.
If your income or expenses are complex, an accountant can help review your records and identify the information required for a complete and accurate submission.
These articles are general information, not personal tax or accounting advice. Check current HMRC guidance and seek advice relevant to your circumstances.
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