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Self-Assessment Tax Return Checklist

QX Accountants have created this FREE Income Tax Returns checklist to help you collect clients’ data smoothly and seamlessly.

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Before you begin to prepare your income tax return, download and go through the following checklist. Highlight the areas that apply to you and make sure you have gathered all your slips, receipts, and tax documentation. Better yet, attach the list to a folder of your tax documents and check items off as you add them to the folder.

Your tax return checklist includes:

  • Income info
  • Capital transactions
  • Outgoings
  • Other reliefs

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