Checklist
3 min
What to keep for your tax return
The short list of papers that makes filing quick.
Keep income statements, receipts for anything you claim and records of pension or charity payments.
A single folder, paper or digital, is enough. Name files by date and you will find anything in seconds.
Send it all at once and your return can usually be done in a week.
→
More resources
Keep reading.
→
Book a call
Pick a time. We’ll call you.
A free 20-minute call with one of our advisers. No preparation needed.
Choose a time
Book a call · Tue 20, 09:30
20 minutes, by phone or video. Free.