Start gathering the information we need for your self-assessment return NOW!
Key deadlines and some helpful information on what we will need from you to submit your self-assessment return is detailed below:
The self-assessment deadline is just around the corner, so it’s time to start planning… take the pressure off and get the information for your return in early so we can review your submission and make sure everything is as it should be.
Please send in your information by: 30th of November 2023
We cannot guarantee returns submitted to us after this date will be submitted in time for the 31st January 2024 deadline.
For a late submission, you may have to pay interest and a penalty.
If you’re unsure if you need to submit a return…
We’re here to help! Get in touch with the Clayton CCA team here.
What information do I need to complete my tax return?
For self-employed and property income, you’ll need to have the following bits and pieces to hand:
invoices (bills) for work you have done
receipts for expenses paid
bank statements
statements from letting agents (or details of rental income for property if you do not use an agent)
information showing how you have taken account of any private use of things used in the business (for example, mileage logs for a vehicle used both in the business and privately)
Also if you have the following:
Employment and pensions income information, including forms P60, P11D and P45 from any jobs you have had
Interest detail from banks or building societies
Details of pension contributions made
Details of any chargeable capital gains made in the year
Not sure about what any of the above are or mean, get in touch!
November might seem a long way off, but it’s important you start gathering the information NOW.
If you have any questions or are unsure about anything regarding your self-assessment, our experienced team are happy to help.
Need help?
Please contact either Leanne Pearson or Jack Allen on 01663 743800 or email leanne@claytoncca.co.uk or jack@claytoncca.co.uk!
Why we are different
We are accountants but business people too, so our advice is based on practical and professional experience.
If you found this useful and are not currently a client of Clayton CCA, we’d be delighted to discuss your accounting needs. Take a look at our fixed fee structure and also what we do that is different…