What You Need for Your 2024/25 Self-Assessment Tax Return – Income Checklist & Deadlines

Need help with your Self Assessment Tax Return 2024/25? Use our UK tax checklist and get expert personal tax support, deadline reminders, and HMRC filing assistance from a trusted tax advisors.

The UK tax year runs from 6 April 2024 to 5 April 2025. To file your Self-Assessment tax return correctly and on time, we need a full breakdown of your income, expenses, and any tax-deductible items.

💼 Income Sources to Include in Your Tax Return:

• Employment Income – P60, payslips, and P11D forms
• Pension Income – including State Pension and private schemes
• Property/Rental Income – total rent received, letting agent fees, mortgage interest
• Investment Income – interest, dividends, and bond gains
• Self-Employment Income – income and allowable expenses
• Foreign Income – rental, dividends, or interest earned abroad
• Partnership Income
• State Benefits – e.g., Child Benefit, Universal Credit
• Capital Gains & Crypto – include asset sales and cryptocurrency trades

📆 Other Important Details:

• 🎓 Student Loan Plan Type (Plan 1, 2, 4, or Postgraduate)
• 🏱 Gift Aid Donations (for tax relief)
• 🏦 Personal Pension Contributions
• 🌍 Days in the UK (if you’re a non-resident)
• 💼 Tax-Relievable Investments (e.g., EIS, SEIS, VCT)

⚠️ Don’t Forget:

Any changes in your circumstances — like a new job, property purchase, or new investment — could affect your tax return. Please disclose anything that might be relevant.

📤 Submit Your Information

How to Send Us Your Tax Documents

Upload documents via our secure client portal or send them by email. We’re happy to assist if you’re unsure how to gather any information.

🗓 Key Tax Deadlines

Don’t Miss These Self-Assessment Deadlines:

• 📄 Paper Tax Return Deadline: 31 October 2025
• 💻 Online Filing Deadline: 31 January 2026

📞 Need Help?

Speak to Self-Assessment Specialists

If you’re looking for an accountant to handle your tax return, our team of qualified experts specialises in self-assessment and ensures your return is accurate, compliant, and submitted on time

We can sort out your Tax Return with a basic starting fee of £150 ex VAT. In very rare cases (e.g., capital gains tax or full sole trader accounts), our fee ranges between £150 – £250 ex VAT.

We handle everything — so you don’t have to.

From start to finish, we take care of your self-assessment with accuracy and efficiency, saving you time, reducing stress, and helping you maximise your savings.

Rest easy knowing your tax affairs are in expert hands, submitted correctly and on time — every time.

✉️ Contact Us

• Email: enquiries@solaratax.co.uk
• Fill out our Contact Us form to schedule a free Tax Advice Call

Solaratax — Highly professional, reliable, and client-focused tax specialists.