TaxSimba — Company Directors: Your Personal Tax Return Is Different from Company Filing
Preparation worksheet

Optional offline planning aid, not a tax return or filing confirmation.
Keep completed notes securely; never include passwords or one-time codes.

WORK THROUGH THIS EXAMPLE
A director’s personal return pack should not stop at a P60 and bank transfers. Check the current employment-page questions and obtain the relevant company, dividend and shareholding details where required. Keep the company tax year separate from the personal reporting year.

DECISION TO RESOLVE
Who will supply the company details and shareholding history supporting the personal return?

YOUR POSITION
Relevant year and source: ____________________
Evidence supporting your answer: ____________________
Missing item and who will obtain it: ____________________
Deadline or next review date: ____________________

1. Record the reason a personal return is needed.
Notes: ______________________________

2. Collect payroll and benefits documents.
Notes: ______________________________

3. Gather dividend vouchers and payment dates.
Notes: ______________________________

4. Identify director loan and company-paid personal items.
Notes: ______________________________

5. List other personal income and reliefs.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/company-director-personal-tax-return
Check the current guide and official sources before relying on a deadline or process.

ADDITIONAL CHECK
 Where the close-company director questions apply, the 2025/26 employment pages ask for the company’s name, registration number, dividends received from it and percentage shareholding. HMRC’s notes say to use the highest percentage shareholding in the year, calculated by reference to the nominal value of the shares.  Ask for the shareholding history as well as dividend vouchers. These employment-page details do not replace reporting the dividends in the relevant dividend section. Use the  current SA102 form and notes ; do not copy an older director questionnaire. 
Source: https://www.gov.uk/government/publications/self-assessment-employment-sa102