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Personal Tax Return Checklist - Self Assessment Service

We've put together a handy checklist for clients using our stand alone self-assessment service for the tax year 2025-2026. Below is a comprehensive list of everything you'll need to provide to ensure we can prepare your self assessment correctly.

 

 Firstly, we'll need the following personal details:

  • Full Name
  • DOB
  • Nationality
  • National Insurance (NI) Number
  • Unique Taxpayer Reference (UTR)
  • Current Full Address
  • Mobile Phone Number


     

 1. ✅ Provide details of any Income or Gains received between 6th April 2025 – 5th April           2026

        This may include:

  • This may include:

  • 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 & Deduction statements

  • Any other income


2. ✅ Personal Pension or Gift Aid Contributions

  • 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 relie


3. ✅ Student Loan

  • 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 on any employment deductions throughout the year (you may need to check your individual payslips) or if you have made any personal contributions towards this

4. ✅ Child Benefit

  • 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

 

Please note this is not an exhaustive list and as the taxpayer, it is your responsibility to provide details of any other income that you may have received or any other information that may be relevant. Returns will be prepared on the taxpayer being a UK tax resident and UK domiciled unless we are advised otherwise.

 

The above is guidance for those who are using our stand alone self assessment services, and not our company service via Nasa Accountants If you are looking for guidance on company self-assessment, please click here.