Checklist of details required on 2020 Self Assessment Returns

Please inform us of all sources of income for 6 April 2019 to 5 April 2020, including the following:


Profits from self employment (CIS statements required if applicable)

Salaries and wages from employment (P60, P45 or last payslip before 6 April 2020)

Bonuses, redundancy or lump sums received

Company benefits (P11D from employers required)

Any state benefits (including incapacity benefit, employment or support allowances, job seekers etc)

Bank current and deposit account interest received (please specify if amount is gross or net of tax)

Building society interest received (please specify if amount is gross or net of tax)

Investment account interest received (please specify if amount is gross or net of tax)

ISA investment interest received over the limit

National Savings Account interest received (Post Office)

Interest received on Income, Deposit and Capital Bonds

Dividends from UK companies (vouchers required)

Foreign income (including property rental)

Unit trust income

Trust income

State pension (letter from Benefits Agency required)

Other pensions and annuities (P60 required)

Private income from rental properties or land, and details of allowable expenses

Maintenance received (if agreement made before 15 March 1988)

Capital Gains on disposal of assets (including shares, investments, property, machinery etc)

Surrender of insurance policies (chargeable event certificate required)

Any loan interest received

Any other income


Relief entitlements (including Blind Person’s relief etc)

Payments to pension plans

Payments to retirement annuity contacts

Covenant payments

Employees payments to fund death, sickness or superannuation benefits

Gift Aid donations

Venture Capital trust subscriptions

Interest on qualifying loans

Enterprise investment scheme subscriptions

Tax deductible expenses related to earned income

Employment related subscriptions paid


Please confirm if you have received notification from the Student Loans Company that repayment of an Income Contingent Student Loan began before 6 April 2020 and provide us with details if possible.


If (1) your annual income is above £50,000 and (2) you are the higher earner of the household and (3) you or your partner still receives Child Benefit, then please contact us because we need details to include on your 2020 Self Assessment Tax Return. 

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