It’s time to gather up your information and bank statements, and let us make a start on your 2025 Tax Return. You can bring your information to us now. Please don’t delay, do it today!

Please can we have all your information well in advance of Friday 31 October 2025 – this is a cut off date, not a target!  

Preparing your Tax Return early does not mean you have to pay your taxes earlier, it gives you more time to plan for them.

Many clients didn’t provide their information until the end of October last year. This created a backlog and we were unable to confirm some clients tax positions until mid Janaury.  Getting your information to us before the end of summer will give you plenty of time to budget and save for any tax due in January.  

Information received after 31 October may not be completed in time to meet the HMRC deadline and additional fees will be charged.  

Please note our Milnsbridge office is now closed, please drop your information off at our Moldgreen office.  You can send photos, pdf documents (such as P60s, bank statements, CIS statements etc) securely via WhatsApp 07384 594766, or by email hello@hancoxandco.com

Your tax return must reflect all sources of income from 6 April 2024 to 5 April 2025. Below is a list of the most common pieces of information we require.

If you are Self-employed or in a partnership

  • Bank statements for all bank accounts used for business (including any  credit cards). We prefer bank statements sent in a .CSV format where possible.
  • Sales invoices / evidence of income / CIS statements
  • Receipts for purchases and expenses
  • Spreadsheets, accounts books, or access to digital bookkeeping software
  • Cheque book & paying in book for all bank accounts used for business purposes, if still used.
  • List of debtors at the year-end (people who owe you money)
  • List of creditors at the year-end (people you owe money to)
  • Value of stock (at cost price) at the year-end
  • Any work in progress that has not yet been invoiced.
  • Details of any loans, including recent statement showing interest.
  • Details of any new business vehicles or machinery,  including finance agreements

If you are employed or have PAYE income

  • 2025 P60 for each and every employment in the tax year
  • Any P45’s dated between 6th April 2024 to 5th April 2025
  • 2025 P11d if applicable. You might not receive this until mid-July 2025

If you have rental properties 

(including any properties currently empty)

  • Rent received for each month during the year or agent statements (if you use one)
  • Receipts for expenses (repairs, maintenance, ground rent, safety certificates, insurance etc)
  • Mortgage statements showing interest paid.

If you receive a pension

  • 2025 P60 from every private pension
  • Full details of any lump sums that have been withdrawn, inc tax-free amount (possibly P45)
  • State pension letter (dated April 2024) advising how much you will receive each week.

If you pay into a pension 

  • Details of any private pension contributions made in the year.

If you have Interest, Savings, Investment and Building Society Accounts

  • Annual interest summaries from all bank accounts, savings accounts and investments.

If you have Shares, Dividend vouchers & Cryptocurrency

  • Dividend vouchers – UK and Worldwide
  • Consolidated Tax Vouchers
  • Details of any share or crypto sales

If you have a Student Loan

  • Details of any Student Loans you have, including ‘Plan’ details. 
  • Any payments made during the year.

If you have any worldwide income

  • Any income and / or savings in overseas or foreign currency accounts.

If you have a Chargeable Gains from UK life insurance policies

  • Chargeable Gain Certificate(s)

If you receive Child Benefit

  • If anyone in your household is in receipt of Child Benefit and anyone in the household has income above £60,000 please let us know

If you claim Married Couples Allowance

  • Please let us know if you have applied for Married Couples Allowance, so we can reflect this in our tax calculations. Please note this is only beneficial if you or your spouse earns below the tax-free personal allowance.

If you have donated using Gift Aid

Please let us know if you have made any donations under gift aid.

If you have Moved house?

  • Please let us know your new address, and include a copy of a recent bank statement, your updated driving licence or a copy of your gas / electric bill.

Do you have any other information?

This list is not exhaustive but shows the most common kinds of records and types of income we deal with.  ALL your income needs to be declared on your tax return regardless of whether it is taxed at source or not. If you are unsure about something, please include it or contact us to check.