Day 29: Gathering Your Documents: The Essential Checklist

With 29 days remaining, organizing your documentation is crucial. Missing paperwork is one of the leading causes of delayed tax returns and filing stress.

Essential documents include:

• P60s and P45s from employment
• Bank statements showing interest earned
• Dividend vouchers
• Rental income records
• Business income and expense records
• Pension contributions statements
• Gift Aid donations records

Digital record-keeping has become increasingly important, especially with Making Tax Digital on the horizon. Ensure all your documents are properly organized and accessible. Our experience shows that systematic organization can save hours during the filing process.

For landlords and business owners, maintain separate records for different income streams. This separation simplifies calculations and helps identify potential tax-saving opportunities.

Need help organizing your records? Our team can review your documentation and identify any gaps before they become filing issues.