UK Life Admin
Self Assessment Tax Return — UK Checklist
Free
11 itemsFile your HMRC Self Assessment tax return correctly and on time. Deadlines, allowable expenses, and payment on account. This free self assessment tax return — uk checklist gives you a 11-item head start so nothing important slips through the cracks. it's been shaped by real families using it in real moments — the kind you don't get a second chance to prepare for. Use it as-is, or open it in Checkbloom to customise every item, share it with anyone by link (no account required on their end), and tick things off together in real time from any phone. When you're offline, changes queue and sync the moment you're back. Every Checkbloom template is free to preview and free to download as a PDF. Create a list from this template and share it with anyone by link — they can check items off in real time with no account or app download required.
Specific amounts, deadlines, and legal or medical provisions may have changed. Please verify current information with official sources.
What's on the list
- Register for Self Assessment by 5 October if this is your first year
- Gather P60 and P45 from all employers
- Gather bank interest statements
- List all self-employment income
- List all allowable business expenses
- Claim Marriage Allowance if eligible
- Claim Gift Aid charitable donations
- File online by 31 January deadline
- Pay any tax owed by 31 January
- Pay first payment on account if required (due 31 January and 31 July)
- Keep records for 5 years after filing deadline
Make it yours in Checkbloom
Free to use. Share with anyone by link — no account needed on their end.
Use this template free →