Self Assessment Countdown: Day 3 - Your 72-Hour Final Checklist

With just 72 hours remaining until the Self Assessment deadline, every detail matters. This comprehensive checklist will guide you through the final verification process to ensure your return is accurate and complete before submission.

Essential Information Verification

These fundamental details form the backbone of your tax return. Any errors here could cause significant problems:

• Unique Taxpayer Reference (UTR) - This 10-digit number must exactly match your HMRC records
• National Insurance number - Check the format matches AA123456A pattern
• Address details - Ensure this matches where you were living during the tax year
• Bank account information - Double-check sort code and account number for any refunds
• Tax year verification - Confirm all income and expenses fall within 6 April 2022 to 5 April 2023

Income Verification

Review every income stream meticulously, comparing against supporting documents:

• Employment income:
  • P60 figures for each employment
  • P45 details for any jobs ended during the year
  • Benefits and expenses on form P11D
• Self-employment earnings:
  • Bank statements cross-referenced with invoices
  • Cash receipts and digital payments
  • Outstanding invoices from the tax year
• Property income:
  • Rental payments received
  • Service charges and ground rent
  • Deposit interest earned
• Investment returns:
  • Dividend statements
  • Interest certificates
  • Investment platform annual summaries

Expense Review

Scrutinize each expense category carefully:

• Business costs:
  • Raw materials and stock purchases
  • Staff costs and subcontractor payments
  • Insurance premiums and professional fees
• Travel expenses:
  • Vehicle running costs and mileage logs
  • Public transport receipts
  • Accommodation for business trips
• Home office expenses:
  • Utility bill portions
  • Phone and internet costs
  • Equipment purchases
• Professional expenses:
  • Membership fees
  • Training courses
  • Reference materials

Payment Preparations

Ensure your payment arrangements are in order:

• Payment method:
  • Bank transfer details verified
  • Card payment limits checked
  • Payment reference numbers noted
• Amount verification:
  • Total tax liability calculated
  • Previous payments on account deducted
  • Any penalties or interest included
• Payment scheduling:
  • 31 January 2024 deadline noted
  • Future payments on account calculated
  • Bank processing times considered

Final System Checks

Before submitting, complete these final verifications:

• Documentation:
  • Full PDF copy of return saved locally
  • All calculations documented
  • Supporting evidence filed systematically
• Submission process:
  • Screenshot confirmation pages
  • Note submission reference number
  • Save or print submission receipt
• Record keeping:
  • Organize all documents by tax year
  • Back up digital records
  • Store securely for at least 6 years

Professional Review Available

Even with just 72 hours remaining, there's still time for a professional review of your return. Our team at MCC Partners can provide rapid verification of your calculations and ensure nothing has been overlooked. Contact us on 01474 619 990 or email This email address is being protected from spambots. You need JavaScript enabled to view it. for immediate assistance with your final checks.