
Get your 2025/26 Self Assessment tax return right first time. This interactive checklist from AMF Accountancy lists everything to gather before you file for the tax year 6 April 2025 to 5 April 2026 – online deadline 31 January 2027.
What's inside:
12-section checklist covering employment, self-employment, property, savings, dividends, pensions, capital gains, foreign income and more
66 clickable tick boxes and notes fields – tick it off on screen or print it
2025/26 rates and allowances at a glance, including Class 4 NI, dividends, CGT, child benefit charge and student loans
Key dates, payments on account and late filing penalties explained
10 common mistakes that cost people money
This checklist is for you if you're:
Self-employed, a landlord or a company director
Filing your own return and want to make sure nothing is missed
Getting organised before handing your paperwork to an accountant
General information for UK taxpayers (figures for England, Wales and Northern Ireland). Not personal tax advice.