A personal tax calendar and checklist – Self Assessment deadlines, payments on account and how to reduce them, the balancing payment, penalties for late filing and late payment, what records to keep and for how long, and a year-end information checklist for your accountant.
Letters to HMRC & personal tax
Self Assessment Deadlines, Payments on Account and Personal Tax Records Checklist
About this document
Missing a Self Assessment deadline is costly. This checklist sets out the key dates and the records you need, so you can prepare in good time – whether you complete your own return or pass the information to an accountant.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
A complete, ready-to-use document with every section written, your details shown in [square brackets], and guidance notes explaining how to complete it.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Letters to HMRC & personal tax
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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