Self Assessment Checklist – 2026

Close company directors’ additional requirement

Please refer to Appendix 1.3 and complete Appendix 4, if applicable.

Carer’s allowance, Incapacity Benefit, Jobseeker’s Allowance, Contribution-based Employment & Support Allowance, Pensions paid by the Industrial Death Benefit Scheme and Widowed Parent’s allowance are common taxable benefits.

If commenced after 5 April 2025, please provide below:

If rental commenced after 5 April 2025, please provide below:

If you or your partner is claiming Child Benefit and your total relevant income exceeds the £60,000 threshold, please provide number of children being claimed for and confirm if this is for a full tax year. If claimed part-way, then confirm date. Please note that if your partner’s relevant income figure exceeds the £60,000 and is the higher earner, the Child Benefit charge is reportable by your partner.

Disposal of Business Assets (see Appendix 1changes to tax rates after Business Asset Disposal Relief) .

If you dispose of cryptoasset exchange tokens (known as cryptocurrency), you may need to pay Capital Gains Tax.

Property disposals - own home, second homes or investments properties. Please provide completion statements of both acquisition and disposal of properties. If residential Investments properties, provide dates of personal occupation if applicable

Transfers to qualifying recognised overseas pension schemes (QROPS) – tax charge

Please refer to Appendix 1.13 for the changes.

If you have arrived in the UK post 6 April 2021 and want to make a claim under the FIG regime, please refer to Appendix 1.1.