23/10/2026
What does your accountant need to file your tax return?
Getting your records organised early can help the process run smoothly.
Depending on your circumstances, you may need:
- Employment income details, such as your P60 or P45
- Bank statements
- Sales invoices and income records
- Expense receipts and purchase invoices
- Business loan statements and finance agreements
Read our guide for a full breakdown of what to share with your accountant: https://www.taxassist.co.uk/resources/articles/what-your-accountant-needs-to-file-your-tax-return