Personal Tax Return Checklist 25 / 26 - LTD Company client

1. ✅Update your accounting software to 5th April 2026

Please confirm that your online software is up to date to 5th April 2026, including the following:

• Invoicing

• Expenses

• Banking Transactions

• Send a screenshot or PDF statement showing the balance for each business account as at 5th April 2026. This may include company credit cards or savings accounts

• Please note this screenshot should be of your actual business account(s), rather than the online software banking page or any personal bank accounts

This may include:

• Other employment income in the form of a P45/P60

• Income from Nasa Umbrella (we don’t have access to this information (GDPR) so please let us know if it applies to you)

• Interest on your personal bank account balances (except ISAs)

• Dividends from any close company (5 or less shareholders) of which you are a director. Please also confirm the registered number, value of dividends and your percentage shareholding based on total value of all shares. This is a new requirement from 25/26 onwards

• Dividends from shares that do not fit the above’ 

• Capital Gains, Investment Income or Cryptocurrency Gains

• Property/rental income (we will provide a spreadsheet for you to record this income, so please request this)

• P11D – this provides details of taxable benefits from a previous employer e.g. medical insurance

• CIS Payment and Deduction statements

• Any other income from outside your company

• If you made any pension contributions from a personal account, provide amounts paid between 6th April 2025 – 5th April 2026. Please note, you do not need to include any pension contributions made directly through the limited company or any pension contributions made via payroll deductions

• If you contribute to a pension (personally or via the company), whilst also receiving a pension, please check with your pension advisor and confirm whether you have triggered the Money Purchase Annual Allowance

• Please provide details of any charity donations made personally which are eligible for gift aid relief

• Provide details on any outstanding student loan and confirm if this is a Plan 1, Plan 2, Plan 4, Plan 5 or Postgraduate Loan

• Please double check if you have made any student loan contributions already throughout the year? You may need to check your individual payslips from any employment roles if relevant

• Provide confirmation if you or your partner have received child benefit between 6th April 2025 – 5th April 2026, including the total figure received and who is the highest earner out of you or your partner
  
  

The above is guidance for those who are currently clients of our LTD company service via Nasa Accountants. If you are looking for guidance on personal self-assessment as a stand alone service, please click here.