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Make your list and check it twice! - Egan Roberts Accountants Ribchester Lancashire
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Make your list and check it twice!

to do list

Make your list and check it twice!

Gabrielle (Gabi) O'Neill Accountant Lancashire

The Christmas markets opened this week, but what about January? You might not be thinking about it yet but your accountants are!

While your children sit down to start their lists to Santa, you should join them and complete your tax return checklist.

 

Running your business and planning Christmas leaves little time for all of that admin work…but the tax return deadline at the end of January will be here before you know it.

Complete your list now and you’ll have one less task to think about!

 

Not sure where to start? Here’s a simple list to help you on your way.checklist

 

  1. Employment income
  2. Employment benefits e.g. car benefit
  3. Pension income
  4. Interest income
  5. Dividend income
  6. Property income and expenses
  7. Trade income and expenses
  8. Child benefit received
  9. Charitable donations
  10. Pension contributions

 

Read more on self-assessment here.

Every checklist is unique and personal to you. So if you would like some help or advice on completing yours, contact us on 01254 583515 or fill out the form below and we’ll get back in touch with you as soon as possible.

 

Help Me With My Self Assessment
Please let us know the best way to contact you and a preferred time. Please supply your phone number if you would like us to call you.
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