Preparing your UK personal tax return involves gathering records from across your financial affairs. This page explains what we need from you - and how to send it to us securely.
Below you’ll find quick links to our detailed guides for the main categories of income, plus a checklist of other information you’ll need to provide.
Once you’ve gathered everything, you can securely upload your documents using our online form - see the section below for easy access.
Please upload all your tax documents securely so we can prepare your return efficiently and help avoid HMRC delays.
✅ Supplying everything at once helps us complete your return efficiently and minimise HMRC queries.
See what you need to provide for your self employment income here
See which employment income documents you should provide here
See what to provide for your rental income here
Records of disposals of shares, property, cryptoassets, or other investments.
State pension, private pensions, lump sum withdrawals, and details of any state benefits.
Evidence of pension contributions, Gift Aid donations, and investment relief certificates (EIS, SEIS, VCT).
Trust or estate income, freelance or consultancy work, or other irregular sources.
Number of days in and out of the UK, overseas income, pensions, property, and bank accounts.
You must provide details of all income and gains worldwide, not just UK sources—even if the income was not brought into the UK.
Copies of last year’s return (if not already provided), HMRC correspondence, and details of tax already paid.
If we already prepare your company accounts, we may hold this information.
If not, please complete the following calculator so we can claim the correct allowance:
Complete the Home Working Allowance Calculator →
Once you’ve gathered everything, please upload your documents securely using our online form:
