Prepare & submit self assessment tax return

What the Freelancer needs to start the work

Employment Income:
-P60 (yearly summary of your income and tax paid).
-P45 (if you left a job during the tax year).
-P11D or details of benefits-in-kind.

Self-Employment Income:
-Business income and expenses records.
-Details of allowable expenses (e.g., office costs, travel, etc.).
-Any grants received, such as SEISS (Self-Employment Income Support Scheme).

Rental Income:
-Income from properties.
-Details of expenses like repairs, utilities, and letting agent fees.

Savings and Investments:

-Bank interest (gross).
-Dividends from shares.
-P2 coding notice for savings and investments.
-Capital Gains:

Details of assets sold, purchase and sale prices, and associated costs.

Other Income:
-Pension income (state and private).
-Foreign income.
-Other taxable income (e.g., tips, commission).
-Deductions and Reliefs
-Pension Contributions: Details of contributions made to a personal pension scheme.
-Charitable Donations: Gift Aid contributions.
-Work Expenses: Details of eligible expenses not reimbursed by an employer.