{"id":160,"date":"2023-12-18T10:28:21","date_gmt":"2023-12-18T10:28:21","guid":{"rendered":"https:\/\/tax2u.co.uk\/blog\/?p=160"},"modified":"2025-09-06T11:29:35","modified_gmt":"2025-09-06T11:29:35","slug":"what-information-is-needed-to-submit-self-assessment","status":"publish","type":"post","link":"https:\/\/tax2u.co.uk\/blog\/2023\/12\/18\/what-information-is-needed-to-submit-self-assessment\/","title":{"rendered":"What information is needed to submit my Self-Assessment Tax Return?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Getting your Self-Assessment Tax Return right starts with having the right paperwork ready. Whether you\u2019re self-employed, working under the Construction Industry Scheme (CIS), or earning additional income, providing the correct information helps us prepare and submit your return accurately \u2014 and on time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At <strong>Tax2U<\/strong>, we make the process easy. Here\u2019s exactly what you need to get started.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What You Need to Submit a Self-Assessment Tax Return<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To complete your return, you\u2019ll need to share all relevant documents and information for the tax year, which runs from:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>6 April to 5 April the following year<\/strong><\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s what you\u2019ll need to send:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1.\u00a0Your Unique Taxpayer Reference (UTR)<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A 10-digit number issued by HMRC when you register for Self-Assessment.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you work in construction, your <strong>CIS number<\/strong> is also helpful.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">Don\u2019t have a UTR yet? Start your <a href=\"https:\/\/www.tax2u.co.uk\/utr\/utr-number\"><strong>UTR application with Tax2U<\/strong><\/a>.<\/p>\n<\/blockquote>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2.\u00a0Your Contact Informatio<\/strong>n<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Please confirm your:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Current <strong>email address<\/strong><\/li>\n\n\n\n<li><strong>Phone number<\/strong><\/li>\n\n\n\n<li>Most recent <strong>home address<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This ensures we can stay in touch and match your details with HMRC\u2019s records.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3.\u00a0Income Records<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">To correctly report your income, we\u2019ll need:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>CIS payslips<\/strong>, monthly statements, or invoices (if applicable)<\/li>\n\n\n\n<li><strong>P45\/P60<\/strong> forms if you were also employed and paid via PAYE<\/li>\n\n\n\n<li><strong>Bank statements<\/strong>, if we\u2019re calculating income from incoming payments (let us know who paid you)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Not sure what qualifies as income? Our team can help review your documents.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4.\u00a0Proof of Identity<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">To meet HMRC and Anti-Money Laundering regulations, we require:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A valid <strong>photo ID<\/strong> (Full Driving Licence or Passport) Provisional licences are not accepted<\/li>\n\n\n\n<li>A <strong>photo of you holding your ID<\/strong><\/li>\n\n\n\n<li>A <strong>recent proof of address<\/strong> (within the last 3 months), such as:\n<ul class=\"wp-block-list\">\n<li>A bank statement<\/li>\n\n\n\n<li>A letter from HMRC<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to Send Your Documents<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can provide your documents in one of two ways:<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><strong>By Email:<\/strong> Send your files to <a href=\"mailto:info@tax2u.co.uk\" data-type=\"mailto\" data-id=\"mailto:info@tax2u.co.uk\">info@tax2u.co.uk<\/a><\/li>\n\n\n\n<li><strong>Upload via Dashboard:<\/strong> Use our secure <a href=\"https:\/\/www.tax2u.co.uk\/dashboard\/register\" data-type=\"link\" data-id=\"https:\/\/www.tax2u.co.uk\/dashboard\/register\"><strong>Online Dashboard<\/strong><\/a> to upload everything in one place.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Want to Claim Work-Related Expenses?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You may be able to reduce your tax bill by claiming eligible expenses. These include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tools and equipment<\/li>\n\n\n\n<li>Travel costs<\/li>\n\n\n\n<li>Uniforms or protective clothing<\/li>\n\n\n\n<li>Mobile phone or internet used for work<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">We can calculate these for you \u2014 just send over receipts or transactions and note what they\u2019re for. More info is available on our <a href=\"https:\/\/www.tax2u.co.uk\/services\/tax-calculator\/rebate-paye\"><strong>CIS Tax Rebate page<\/strong><\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Don\u2019t Miss the Deadline<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The deadline to submit your Self-Assessment tax return is:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>31 January<\/strong> each year (for the tax year that ended the previous 5 April)<\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">Late submissions can result in <strong>automatic \u00a3100 fines<\/strong>, plus additional penalties if delayed further. The sooner you submit your documents, the better.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How Tax2U Can Help<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Once we\u2019ve received your information, we\u2019ll:<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><strong>Draft your return within 48 hours<\/strong><\/li>\n\n\n\n<li>Send it to you for review and approval<\/li>\n\n\n\n<li>Submit it directly to HMRC<\/li>\n\n\n\n<li>Notify you once it\u2019s been successfully processed (usually within 2\u20133 weeks)<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Ready to get started?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Visit our <a href=\"https:\/\/www.tax2u.co.uk\/tax-return\/self-assessment\" data-type=\"link\" data-id=\"https:\/\/www.tax2u.co.uk\/tax-return\/self-assessment\"><strong>Self-Assessment Tax Return page<\/strong><\/a> and let\u2019s take care of it for you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>To draft and submit your 2022-2023 Self-Assessment Tax Return\u00a0on time to HMRC, we will need from you the following information:\u00a0<\/p>\n<p>Confirm your 10-digit UTR (Unique Tax Reference) or CIS Number if you have been paid under the Construction Industry Scheme<\/p>\n","protected":false},"author":2,"featured_media":242,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[243,244],"class_list":["post-160","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-self-assessment-income-tax","tag-self-assessment","tag-tax-return"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What information is needed to submit my Self-Assessment Tax Return? 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