Tax Return 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)

Other

  • Interest received
  • Dividends
  • Charitable and business gift aid

Properties

  • 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.

What others say about us…

Steedman and Company are a family run business who have been looking after my mothers, fathers, brothers and now my accounts for decades!

Robbie PhillipsElite Professional Climber

The taxman would like us to believe that ‘tax doesn’t have to be taxing’. Steedman and Co help ensure that aspiration is a reality.

Sir John CurticePolitical Scientist

It’s been a very difficult time. My head has been all over the place. Still got so much to sort out but having tax returns off my mind meant I could sleep monday night.”

Lynne SchroderSculptor

Just moved to Steedman and Company for all of my tax affairs. First class service and great advice. A great big thank you to the entire Steedman staff.

Malcolm KinnearDigital Installer