Tax Return Checklist


he 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 our contact page. Alternatively you can call us on 0131 556 8595.

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.

As a Company we have used Steedman and Company expert services on Tax an Accountancy since 1995. They have consistently provided us with a first class service in terms of tax advice; accountancy support and the preparation and delivery of our Company and Personal Accounts to a high level with the necessary personal approach to all issues requiring attention.

Stuart Embleton Edinburgh

Tax Return Checklist Steedman UK Agents