All Moore Accountancy clients who require a Self-Assessment Tax Return should download, complete and return the attached Self-Assessment Checklist with any supporting documentation.
This will enable us to include all sources of income in your tax return and to help you gather the information needed from third parties which you will need to provide to us.
If you are unsure about any of the questions, then don’t hesitate to contact us via the website, call us on 0161 738 1110 or email us at email@example.com.
Self Assessment Tax Checklist 2017/18
CLIENTS – Click here to download our 2017/18 checklist for completion
Below are also some key Self-Assessment dates for 2017/18 and 2018/19
05 April 2018 – End of the 2017/18 tax year
06 April 2018 – Start of 2018/19 tax year
31 July 2018 – Second payment on account for Self-Assessment (calculated from 2016/17 tax returns). Ensure funds available at this time
21 December 2018 – Due date to submit Self-Assessment if requesting tax underpayment for 2016/17 to be included in PAYE code if amount under £3,000 and still in employment, as the Moore Accountancy office will be closed for Christmas after this date
31 January 2019 – Deadline for submission of 2017/18 Self-Assessment and payment of any amounts due to HMRC for 2017/18 and first payment of account for 2018/19
Unsure as to whether you need a tax return?
Follow the link here for HMRC guidance on whether you need a Self-Assessment Tax Return.