Self-Assessment Tax Return (HMRC SA100)
Complete HMRC tax year checklist for UK sole traders, company directors, and landlords.
Checklist Items (7)
Standard document slots included when you send this request to a client.
Valid UK Passport or Photocard Driving Licence
Clear photo or colour scan of identity document.
P60 End of Year Certificate
From your employer showing total pay and tax deducted for the tax year.
P45 Certificate
Required if you changed employers or left a job during the tax year.
P11D Expenses & Benefits
Employer statement for healthcare, company car, or other taxable perks.
Self-Employment Invoices & Allowable Expenses
Summary or spreadsheet of sales turnover and business deductible expenses.
Bank Interest Certificates & Dividend Vouchers
Annual tax summaries from UK banks, building societies, and investment platforms.
Rental Property Income & Expense Records
Letting agency annual statements, mortgage interest, repairs, and service charges.
Why use DocTick for this checklist?
Files stream directly from the client's phone or browser into your organized Google Drive folder.
Clients open a 1-click magic link. No passwords to remember, no accounts to create, no apps to install.
Automated reminder emails follow up before your due date so you never have to chase clients manually.