TaxSimba — What Documents Do I Need for My Self Assessment Tax Return?
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 P60 is ready, one rental statement is missing and the savings account has not been checked. Send the available records with a short gap list. Name who will obtain each missing item and when, instead of sending a folder that appears complete.

DECISION TO RESOLVE
Does your cover sheet identify missing records across every income source?

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

1. Income sources for the tax year
Notes: ______________________________

2. PAYE and tax-deducted documents
Notes: ______________________________

3. Business or property supporting evidence
Notes: ______________________________

4. Statement coverage and missing records
Notes: ______________________________

5. Named owner and date for each gap
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

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