Collect the information relevant to the taxpayer’s circumstances and the full tax year.
This may include:
- self-employment income and expenses;
- employment forms such as P60 or P45;
- property income and costs;
- bank interest and investment income;
- pension income;
- capital gains information;
- foreign income;
- student-loan details;
- tax already paid.
Confirm that the records cover the correct tax year before beginning.
