What should I check before submitting a Self Assessment return?

Before submission, check that:

• the taxpayer details and tax year are correct;
• all relevant income sources are included;
• expenses and tax adjustments have been reviewed;
• tax already deducted is entered correctly;
• student-loan and pension information is complete where relevant;
• the final tax calculation is reasonable;
• the client has approved the return.

Keep evidence of the client’s approval and the submitted return.