UK Self Assessment: client document pack
Structured list for employment (P60, P45, P11D), self-employment records, dividends, pensions, property, and other income for SA100 preparation.
What this template is for
Self Assessment accuracy depends on complete upstream documents. This pack follows the pattern UK practices use: employment forms, self-employment records, investment and property income, and reliefs, so your team is not chasing P11Ds the week before the deadline.
When to use it
- Annual tax return preparation for individuals and directors.
- New clients before you quote or scope the return.
- Complex years with multiple income sources or overseas elements.
Tips
- Ask clients to upload PDFs from HMRC/employers where possible rather than photos of crumpled forms.
- Pair with your UTR / Government Gateway process; this template is documents only.
Checklist preview
What this template asks for
These items are cloned into your workspace when you use the template. Edit anything before you send.
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UTR and National Insurance number (confirm on file)
Required Short answerType the numbers; we will verify against prior correspondence.
If the client is new, they can paste from their HMRC letter.
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P60 for each employment (tax year)
File uploadRequired if the client had PAYE employment in the year.
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P45 for any jobs left during the tax year
File uploadUpload all parts if multiple roles ended.
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P11D or benefit statements
File uploadCompany car, medical, loans, etc.
If no benefits, state “None” in the notes item at the end.
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Self-employment records
File uploadSales invoices, expense receipts or summaries, mileage log, use-of-home basis.
Spreadsheet P&L is acceptable if receipts are organised by category.
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Dividend vouchers or broker statements
File uploadFor dividends outside tax-free allowances.
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Pension contributions (relief at source or net pay)
File uploadAnnual statement from the provider is ideal.
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Property income: rental statements, mortgage interest, repairs
File uploadSkip if no UK property income this year.
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Student loan plan (if applicable)
Required SelectChoose the plan shown on payslips or HMRC account.
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Anything else we should know this year?
Long answerCapital gains, foreign income, Marriage Allowance claims, previous amendments, etc.
Add this to your workspace, then send when you are ready
We save it as a template so you can adjust items, choose a client, and send like any other request.