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United Kingdom

UK Self Assessment tax return: documents checklist

What people usually collect before they complete a Self Assessment tax return. Check the deadlines on GOV.UK each year.

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Tips and common mistakes

Register early if you are new

If you are filing for the first time, register with HMRC well before the deadline, because the code you need to sign in is sent by post and can take about ten days. The online return deadline is normally 31 January after the tax year ends.

Common mistakes

Leaving it to the last week, losing records of income and expenses, and forgetting income from savings or property. Keep records of everything that affects your return.

This is a general guide, not an official list. Rules and accepted documents change and differ by office, so always confirm with the official website before you go. Last updated November 2026.

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