TaxSimba — Lost Receipts Before Your Tax Return? What to Do Next
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
For a lost receipt, record the supplier, date, amount, purpose and evidence requested. Attach a duplicate invoice or other reliable support if obtained. Mark unresolved items openly for the accountant rather than inserting a round-number expense with no explanation.

DECISION TO RESOLVE
Which amount is evidenced and which remains an estimate needing review?

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

1. Make a transaction-level missing-record list.
Notes: ______________________________

2. Request supplier or platform duplicates.
Notes: ______________________________

3. Recover bank and email evidence.
Notes: ______________________________

4. Document the basis of any unavoidable estimate.
Notes: ______________________________

5. Track provisional figures until actual amounts are known.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/lost-receipts-self-assessment
Check the current guide and official sources before relying on a deadline or process.