An individual's income-tax return reports tax-year income, relevant expenses, deductions, credits and tax already paid. The year generally runs from 1 January to 31 December. It establishes annual liability and may result in additional tax or a refund.
It is more than business turnover or a VAT report. Other income, personal details and, where appropriate, a spouse's information are also reviewed.
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Who is this service for?
Self-employed people and individuals required to file Form 1301. Companies file separately; shareholders may also need personal returns. The micro-business track may allow simplified reporting subject to conditions, so not every self-employed person necessarily files a full return.
How do we work together?
Understand the picture: The tax year, activity, other income and relevant personal changes.
Gather documents: Receive a tailored list and provide records not already held by the firm.
Review and prepare: Review income, expenses and relief eligibility; prepare the return and schedules.
Review and file: Complete checks and approvals, submit and retain filing confirmation within the agreed service.
Preparation documents are not necessarily return attachments
The checklist helps collect records for the firm, which determines the required information, certificates and actual attachments. Form 1320 or a relevant report summarises profit and loss; other schedules depend on the case.
Your personal checklist
Mark it. Gather it. Come prepared.
Mark documents you have prepared. Leave irrelevant items unchecked. This is a general list; the firm will tailor it to your circumstances.
Selections stay only in this browser on this device. Do not upload documents or personal details here.
The browser stores selected item identifiers and, for annual returns, the year. These limited details may reveal document topics. Full deletion removes both checklists and all years in this browser, not downloaded files.
Checklist by email
Automatic email delivery is not available yet. You can download the organised checklist with your selections.
When do I file and what do I attach?
Deadlines, schedules and certificates depend on the tax year and file. Check the applicable date and valid extensions with the firm. A draft or data transmission does not replace completed filing and appropriate confirmation.
The preparation list reflects relevant information types and 2025 guidance. Selecting 2026 is for organising documents only; requirements and deadlines will be checked against the appropriate guidance. General information, not individual advice.
