If you've ever found yourself rushing your Tax Return in January, you'll know how stressful and limiting that can be.
This is why the earlier we start this process together, the more we can:
Make sure everything is accurate
To complete your 2025/26 tax return properly, we'll need essential information about your income, expenses, and financial activity.
Providing us with this early doesn't just help us to meet deadlines, it provides us with ample time to apply the right strategies to make sure you're not paying any more tax than you need to.
To keep things on track, please send us this information by Friday 31 July.
This then provides us with enough time to review everything carefully and come back to you with any queries if anything needs clarifying. The diagram shows what we need from you and when, to meet your filing and payment on account deadlines.
Below is an extensive checklist of the information we typically need.
You can also download it as a PDF version for printing by clicking on this link, or the image.
We always work to optimise your tax position, no matter when you send the information.
The later it arrives, the less flexibility we have to:
In short, earlier is always better.
The content of this post is up to date and relevant as at 12/05/2026.
As per our standard terms and conditions in your engagement letter, please ensure you supply all relevant information for this and all other tax years. Please be aware that information provided in this website page is subject to regular legal and regulatory change. We recommend that you do not take any information held within our website, blog, or guides (eBooks) as a definitive guide to the law on the relevant matter being discussed. We suggest your course of action should be to seek legal or professional advice where necessary rather than relying on the content supplied by the author(s) of this website page.
