Help section

Tax Return (SATR) checklist

The following Tax Return Checklist is a summary of some of the important details contained in most tax returns. For a comprehensive checklist you can get in touch with us by filling in the enquiry form on the contact page. Alternatively you can call us on 0131 556 8595 (Scotland) or 0845 340 4222 (England).

Income from employment (and directorships)

  • Income and expenses from work you have carried out
  • Earnings from employment
  • Pension income
  • Taxable benefits
  • Property income
  • Savings and investments income
  • Oversees income
  • Other income

Pensions and benefits

  • Pensions contributions
  • Business loans and mortgages
  • Enterprise Investment Scheme, Venture Capital Trust (and investments of this type)
  • Capital Gains
  • Personal circumstances
  • Student loan
  • P60s
  • P45s
  • BR5899 (statements of state pensions rates)


  • Interest received
  • Dividends
  • Charitable and business gift aid


  • Rental income and expenses
  • Dividends
  • Charitable and business gift a
  • Savings an

You can use this list to check whether you need to fill in a Self Assessment tax return.

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