Build your Self Assessment records checklist

Choose your income sources to create a preparation list. Print it or save it as a PDF through your browser.

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Choose your income sources.

Your entries stay in this page. No account needed.

Select all that apply

Leave all categories clear to create a general preparation list.

Your Self Assessment records checklist

General preparation and all income categories are shown below.

Start here

Employment or company director pay

Self-employment

Rental property

Savings and dividends

Pensions and benefits

Assets sold, including investments

Overseas income or assets

Partnership income

This preparation list may need extra records for your circumstances. Your choices are not saved.

Goodwill Accounting · goodwillaccounting.co.uk · Sources checked 21 October 2026

01 / Your next step

Gather records for the same tax year

Start by identifying the year the return covers. A UK tax year runs from 6 April to 5 April. Select every category that may apply, including income alongside your main work.

The checklist helps you prepare for a conversation. Your circumstances may require additional evidence. It does not decide whether you must file, calculate tax or confirm a deduction.

Read our Self Assessment preparation guide for the wider process. If you want help preparing the return, see our Self Assessment service.

02 / Your next step

Identify gaps before your appointment

Mark the items you have and keep a separate note of missing statements or documents. Ask the relevant bank, employer or provider for copies where possible.

For business transactions, bookkeeping support can help establish what needs organising. Ongoing needs are covered on our sole trader accounting page.

Use the enquiry form to describe the tax year and income categories. Do not include passwords, National Insurance numbers, tax references or bank details.

03 / Your next step

Sources and your information

Record categories checked on 21 October 2026 against HMRC guidance: pay and tax records and self-employed business records. This is a general preparation tool.

Your choices and ticks stay in this browser page. They are not sent or saved. Print the checklist before you close or refresh the page.

See our quote factors if you need help with several income sources or earlier years.

Questions

Before you enquire.

No. Choose income categories only. The tool does not ask for financial amounts, identity details or an email address.
No. It helps gather records. Filing obligations depend on your circumstances and need a separate check.
Choose each relevant category. The checklist combines those records with a common preparation section.
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