This checklist details the information we may need from you to enable us to prepare your Self Assessment Tax Return for the year ended 5 April 2021.
We are aware that not all the information will be relevant for every client but in order for us to provide you with the best service we need to ensure we are not missing any information when we complete your Tax Return.
Deadlines and Payment Dates
It is always advisable to send us your paperwork as soon as possible. This will allow us to provide you with details of your potential upcoming tax payments in a timely manner. If you are due to make a tax payment in July 2021, it would also be beneficial to complete your Tax Return prior to this date so that we can advise accordingly.
31 July 2021
2nd payment on account due for 2020/21
Deadline for NHS Scheme Pays election for 2019/20
31 October 2021
Deadline for submitting a paper tax return
31 December 2021
Deadline if wishing to pay tax less than £3,000 through your tax code (if possible)
31 January 2022
Deadline for submitting an electronic tax return
Balancing payment due for 2020/21
1st payment on account due for 2021/22
28 February 2022
Deadline for completion of Annual Certificates of Pensionable Profits
01 March 2022
Deadline for completion of 2022/23 Estimate of Pensionable Profits form