What information is needed to complete the employment section in the Self Assessment Tax Return?

If you are employed, and have to submit a self assessment tax return to HMRC each year, there is certain information that we will require in order to complete this section correctly:

• Most importantly we need your P60 – this is a summary document provided by your employer by the 31st May each year. It will summarise how much salary you have received over the tax year, how much income tax has been paid, and a breakdown of your national insurance payments. It will also state how much has been deducted in student loans if you have one outstanding. It will also show your employer’s details which we also need. Unfortunately your payslips don’t provide us with enough information.
• If you receive any benefits through your employment, you will also receive a P11d. This has to be provided to you by the 5th July each year. We will need this to be sent to us to ensure you pay the correct tax. If your benefits are provided through payroll, and taxed each month, then you will not receive one of these.
• If you incurred any expenses through the tax year that weren’t reimbursed by your employer, but were required in order to carry out the role (for example you may need to provide your own laptop, mobile phone, you incurred working from home costs etc), we can also claim these expenses in your tax return as well.
• If you are missing any information from the list above, you may be able to access some of it from your Personal Tax Account. If you don’t already have one, you can set one up.

If you’d like us to help you with your self assessment tax return, please contact us.