What Documents Do I Need to Have Ready to File My UK Tax Return?

The documents required to complete your UK Self-Assessment Tax Return will vary depending on your specific situation, but the following list is a great starting point for gathering what you’ll need.

Essential Documents to Prepare:

• A copy of your US federal and state tax filings for the same tax year (for coordination with double taxation relief)
• Your P60 or P45 from your UK employer (issued after April 5th)
• Form P11D, if provided by your employer (details of benefits-in-kind such as company car, private healthcare, etc.)
• A calendar showing dates you were outside the UK (to help determine residency status or apply the remittance basis)
• Bank interest received from UK-based accounts
• Capital gain statements, including any sales of property or investments
• Rental income and expense records, if applicable

Your Greenback-affiliated UK accountant will review your documents and let you know if any additional information is needed based on your income sources and residency status.

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