To accurately complete your Self Assessment tax return, we will need the following information relating to your employment income for the relevant tax year:
- P60 – This summarises your total pay and the tax deducted for the tax year from your main employment. It is typically issued by your employer after the tax year ends (by 31 May).
- P45 – If you changed employment during the year, your previous employer should have provided a P45 showing pay and tax deducted up to the date of leaving.
- P11D – If your employer provided benefits in kind (e.g. company car, private medical insurance), the P11D will detail these, as they need to be declared on your return.
- Details of Any Other Employment Income – This includes redundancy payments, termination payments, or other employment-related income not included in your P60 or P45.
- Taxable Expenses or Reimbursed Amounts – If you were reimbursed expenses that may be taxable or had job-related expenses you wish to claim, we will need the relevant details and supporting documents.
If you are unsure whether a document is relevant, we recommend forwarding it to us for review. Providing complete and accurate information will help ensure your tax return is filed correctly and efficiently.