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            <span>Self-assessment checklist</span>
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			<div class="dfb_nav left_nav roundBigTop"><h2 class="roundBigTop dfb_bg"><a href="/documents_for_business/models/">Documents for Business</a></h2><ul><li class="dfb_first"><a class="dfb_first dfb_first_color" href="/documents_for_business/workplace_and_environment/models/f-7354"><span>Workplace and Environment</span></a></li><li class="dfb_first"><a class="dfb_first dfb_first_color" href="/documents_for_business/tax_and_business/models/f-7353"><span>&raquo; Tax and Business</span></a><ul><li><a href="/documents_for_business/tax_and_business/checklists_for_business/models/f-7359" class="ularrow">Checklists for business</a></li><li><a href="/documents_for_business/tax_and_business/company_tax/models/f-7355" class="ularrow">Company tax</a></li><li><a href="/documents_for_business/tax_and_business/documents__letters_and_contracts_for_business/models/f-7358" class="ularrow">Documents, letters and contracts for business</a></li><li><a href="/documents_for_business/tax_and_business/financial_management_and_accountancy/models/f-7920" class="ularrow">Financial management and accountancy</a></li><li><a href="/documents_for_business/tax_and_business/personal_tax/models/f-7356" class="ularrow dfb_nav_path">&raquo; Personal tax</a><ul><li ><a class="nav_ilast " href="/documents_for_business/tax_and_business/personal_tax/capital_gains_tax/models/f-62039">&raquo; Capital gains tax</a></li><li ><a class="nav_ilast " href="/documents_for_business/tax_and_business/personal_tax/company_cars_and_vans/models/f-7382">&raquo; Company cars and vans</a></li><li ><a class="nav_ilast selected dfb_bg" href="/documents_for_business/tax_and_business/personal_tax/dealings_with_hmrc/models/f-64599">&raquo; Dealings with HMRC</a></li><li ><a class="nav_ilast " href="/documents_for_business/tax_and_business/personal_tax/employee_benefits_and_expenses/models/f-7380">&raquo; Employee benefits and expenses</a></li><li ><a class="nav_ilast " href="/documents_for_business/tax_and_business/personal_tax/employee_remuneration/models/f-7379">&raquo; Employee remuneration</a></li><li ><a class="nav_ilast " href="/documents_for_business/tax_and_business/personal_tax/employment_tax/models/f-428913">&raquo; Employment tax</a></li><li ><a class="nav_ilast " href="/documents_for_business/tax_and_business/personal_tax/inheritance_tax/models/f-62040">&raquo; Inheritance tax</a></li><li ><a class="nav_ilast " href="/documents_for_business/tax_and_business/personal_tax/other_tax_documents/models/f-429048">&raquo; Other tax documents</a></li><li ><a class="nav_ilast " href="/documents_for_business/tax_and_business/personal_tax/personal_income_tax/models/f-428902">&raquo; Personal income tax</a></li><li ><a class="nav_ilast " href="/documents_for_business/tax_and_business/personal_tax/profit_extraction/models/f-7378">&raquo; Profit extraction</a></li><li ><a class="nav_ilast " href="/documents_for_business/tax_and_business/personal_tax/property_and_rental_income/models/f-7385">&raquo; Property and rental income</a></li><li ><a class="nav_ilast " href="/documents_for_business/tax_and_business/personal_tax/status/models/f-7383">&raquo; Status</a></li><li style="border-bottom:1px solid #0076a4;"><a class="nav_ilast " href="/documents_for_business/tax_and_business/personal_tax/tax_management__enquiries_and_penalties/models/f-429049">&raquo; Tax management, enquiries and penalties</a></li></ul></li><li><a href="/documents_for_business/tax_and_business/vat/models/f-7357" class="ularrow">VAT</a></li></ul></li></ul></div>            <div class="general_nav left_nav roundBigTop"><h2 class="roundBigTop">About</h2><ul><li ><a href="/aboutsite">Tips & Advice Business Database</a></li><li ><a href="/about">Us</a></li><!--<li ><a href="/contributors">Contributors</a></li>--></ul></div>            </div>
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            <div class="dfb_head gen_head">&nbsp;<div class="dfb_head_title"><h2 class="dfb_color">Documents for Business</h2>In excess of 1,000 customisable documents covering every conceivable business issue.</div></div>            	<div class="grid_8 alpha"><div class="doc_box shadow borderSolid"><h2 class="doc_header borderBottom dfb_color dfb_border">Introduction to this document</h2><div><h1 class="Introtitle"><span style="letter-spacing:normal">Self-assessment checklist</span></h1><p class="Introintroduction"><span>The tax return filing deadline is 31 January following the end of each tax year. </span><span>U</span><span>se our checklist to reduce the chances </span><span>of making any errors.</span></p><p class="Introsubtitle"><span>Tax returns</span></p><p class="Introbody"><span>Self-assessment is the current method of reporting your income and capital gains to HMRC each year. It is easy to make mistakes, especially if you are unable to file the return until </span><span>near the deadline</span><span> of 31 January. Common mistakes include:</span></p><ul type="disc" style="margin:0pt; padding-left:0pt"><li class="Introbody" style="margin-left:26.56pt; padding-left:9.44pt; font-family:serif; -aw-font-family:'Symbol'; -aw- -aw-number-format:''"><span style="font-family:Helvetica">m</span><span style="font-family:Helvetica">issing income sources</span></li><li class="Introbody" style="margin-left:26.56pt; padding-left:9.44pt; font-family:serif; -aw-font-family:'Symbol'; -aw- -aw-number-format:''"><span style="font-family:Helvetica">m</span><span style="font-family:Helvetica">issing capital gains</span></li><li class="Introbody" style="margin-left:26.56pt; padding-left:9.44pt; font-family:serif; -aw-font-family:'Symbol'; -aw- -aw-number-format:''"><span style="font-family:Helvetica">u</span><span style="font-family:Helvetica">nderclaiming tax reliefs</span></li><li class="Introbody" style="margin-left:26.56pt; padding-left:9.44pt; font-family:serif; -aw-font-family:'Symbol'; -aw- -aw-number-format:''"><span style="font-family:Helvetica">n</span><span style="font-family:Helvetica">ot reporting pension contributions or liability to the annual pension charge</span></li><li class="Introbody" style="margin-left:26.56pt; padding-left:9.44pt; font-family:serif; -aw-font-family:'Symbol'; -aw- -aw-number-format:''"><span style="font-family:Helvetica">b</span><span style="font-family:Helvetica">elieving the return to be filed when it isn’t successfully lodged with HMRC.</span></li></ul><p class="Introbody"><span>Making any of these errors can lead to penalties and/or interest. Use our </span><span style="font-weight:bold">Self-assessment C</span><span style="font-weight:bold">hecklist</span><span> to help ensure you’ve done everything to minimise errors.</span></p></div></div></div><div class="grid_4 omega"><div class="doc_box roundBig borderSolid metadata"><h3 class="doc_header borderBottom dfb_color dfb_border">Document</h3><div class="borderSolid shadow floatLeft"><img src="https://d3sxy2z0ijo7zx.cloudfront.net/alf/uk/thumbs/166/401166.png" alt="Self-assessment checklist" /></div><div class="clear"></div><div class="centerText"><a href="/login/documents_for_business/tax_and_business/personal_tax/dealings_with_hmrc/self_assessment_checklist/models/doc-kt_64599_401166_400832" class="roundBig doc_download">Download now</a><a href="#" class="small dfb_color" id="altdownload">Problems downloading ZIP files?</a></div><span class="docstatusupdated floatLeft">UPDATED</span><span class="docdate floatRight">12.04.2024</span><div class="clear"></div><div><strong>File size:</strong> 36.18K</div><div class="floatLeft"><strong># Pages:</strong> </div><div class="floatRight"><strong>Format:</strong> <img src="/images/documents/ico/docx.gif" alt="" title=""/></div><div class="clear"></div></div><div id="reldocs" class="doc_box roundBig borderSolid doc_rel"><h3 class="doc_header borderBottom dfb_color dfb_border">Related documents</h3><ul class="ul_doc_rel"><li><a href="/documents_for_business/tax_and_business/personal_tax/dealings_with_hmrc/self_employed_pages_review/models/doc-kt_64599_253730_10208">Self-employed pages review</a></li><li><a href="/documents_for_business/tax_and_business/personal_tax/dealings_with_hmrc/year_end_tax_planning_checklist/models/doc-kt_64599_256377_256374">Year-end tax planning checklist</a></li><li><a href="/documents_for_business/tax_and_business/personal_tax/dealings_with_hmrc/letter_to_pension_company_requesting_payment_of_annual_allowance_charge/models/doc-kt_64599_370707_370708">Letter to pension company requesting payment of annual allowance charge</a></li><li><a href="/documents_for_business/tax_and_business/personal_tax/dealings_with_hmrc/reducing_self_assessment_payments_on_account_letter/models/doc-kt_64599_259815_259809">Reducing self-assessment payments on account letter</a></li><li><a href="/documents_for_business/tax_and_business/personal_tax/dealings_with_hmrc/remittance_basis_election/models/doc-kt_64599_337745_314423">Remittance basis election</a></li></ul></div></div><div class="clear"></div><div id="ctaltdownload" class="roundBig doc_alt_download"><div class="doc_alt_download_left floatLeft dfb_color">Download each file separately</div><div class="floatRight"><a href="#" id="altdownloadclose" title="Close">X</a></div><div class="clear"></div><div id="ctaltdownload_int" class="doc_alt_download_int">	<div class="borderSolid shadow floatLeft"><img src="https://d3sxy2z0ijo7zx.cloudfront.net/alf/uk/thumbs/166/401166.png" alt="Self-assessment checklist" /></div><div class="floatLeft"><ul><li class="pdf"><a class="dfb_color" href="/login/documents_for_business/tax_and_business/personal_tax/dealings_with_hmrc/self_assessment_checklist/models/doc-kt_64599_401166_400832">Document introduction</a></li><li class="docx"><a class="dfb_color" href="/login/documents_for_business/tax_and_business/personal_tax/dealings_with_hmrc/self_assessment_checklist/models/doc-kt_64599_401166_400832">Document in original format</a></li><li class="pdf"><a class="dfb_color" href="/login/documents_for_business/tax_and_business/personal_tax/dealings_with_hmrc/self_assessment_checklist/models/doc-kt_64599_401166_400832">Document in PDF format</a></li><li class="pdf"><a class="dfb_color" href="/login/documents_for_business/tax_and_business/personal_tax/dealings_with_hmrc/self_assessment_checklist/models/doc-kt_64599_401166_400832">General information about this document</a></li></ul></div><div class="clear"></div></div></div>

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