Checklists
Tax and accounting checklists
Checklists of what to gather before a deadline or a big decision: a Self Assessment return, a company year end, a mortgage application. Tick items off on screen, print the page, or download the PDF. Each checklist links to the guides and calculators with the detail and current figures behind every item, so the list stays short.
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- ChecklistSelf Assessment documents checklistBefore you file a Self Assessment return, gather your UTR and National Insurance number, your Government Gateway sign-in, any P60, P45 or P11D, your business and rental income and expense records, interest and dividend statements, details of anything you sold that may have made a gain, and records of pension contributions and Gift Aid.PDF
- ChecklistLimited company year-end checklistAt a limited company's year end, reconcile every bank and loan account, list unpaid invoices and bills, count stock, record asset purchases, review the director's loan account and check dividends were minuted.
- ChecklistSelf-employed mortgage documentsSelf-employed mortgage applicants usually prove income with HMRC documents: the SA302 tax calculation and the matching tax year overview for each year the lender asks about, printed from your HMRC online account 72 hours after filing.
- ChecklistVAT registration checklistYou must register for VAT if your taxable turnover for the last 12 months went over £90,000, or you expect it to in the next 30 days.PDF
- ChecklistStarting as a sole trader checklistTo start as a sole trader, choose a business name, keep records of income and expenses from your first sale, and register for Self Assessment once you earn more than £1,000 in a tax year.PDF
- ChecklistIncorporation checklistTo incorporate a limited company you need an available name, a registered office address, at least one director and one shareholder, details of people with significant control, articles of association and a SIC code.PDF
- ChecklistExecutor tax checklistAn executor tells HMRC about the death, usually through Tell Us Once, settles the person's tax up to the date of death, values the estate to see whether Inheritance Tax is due, and reports and pays any tax within the deadlines.PDF
- ChecklistCIS subcontractor checklistConstruction subcontractors register for CIS with their legal business name, UTR, VAT number if registered and trading start date.PDF
- ChecklistCrypto tax records checklistHMRC expects you to keep your own records of every cryptoasset transaction: the token type, date, number of tokens, value in pounds, tokens left afterwards, and pooled cost before and after each disposal, backed by bank statements.PDF
- ChecklistClosing a limited company checklistTo close a solvent limited company by striking it off, it must have stopped trading and not changed its name for 3 months.PDF
- ChecklistTax year-end checklistBefore the 2026/27 tax year ends on 5 April 2027, review your pension contributions against the £60,000 annual allowance, use your ISA allowance, and check whether income over £100,000 or £60,000 costs you Personal Allowance or Child Benefit.PDF
- ChecklistNew tax year checklistWhen the 2026/27 tax year starts on 6 April 2026, check your tax code, and employers should update payroll software and new minimum wage rates.PDF
- ChecklistScottish landlord tax packLandlords with property in Scotland should record who owns each property, keep mortgage interest apart from other costs (it gives a basic-rate tax credit, not a deduction), keep receipts for allowable expenses, check their Scottish Income Tax band, budget for LBTT and the Additional Dwelling Supplement before buying, hold a council licence before taking short-term let bookings, and check whether Making Tax Digital for Income Tax applies to their rent.
- ChecklistLandlord expense checklistLandlords can deduct running costs such as letting agent fees, insurance, repairs, ground rent, service charges and bills they pay, plus like-for-like replacement of furnishings.
- ChecklistMTD for Income Tax checklistTo get ready for Making Tax Digital for Income Tax, work out your qualifying income (self-employment and property income before expenses, from your last return), check the start date that applies, choose software HMRC recognises, keep digital records of every income and expense, then sign up yourself or through your accountant.
Questions
Is anything I tick saved?
No. The ticks are only in your browser and disappear when you leave the page.
Can I print a checklist?
Yes. Use the print button, or download the PDF where one is offered.
Can Countify do this for me?
Yes. Each checklist links to the matching Countify service, with a fixed fee agreed in writing first.
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