--- title: "Your 2025/26 Tax Return: What we need from you and when" description: Get ahead on your 2025/26 Tax Return. Submit your financial information by July 31 to ensure accuracy, identify savings, and optimise your tax position. --- [![Wellers Logo](https://www.wellersaccountants.co.uk/hubfs/.09%20Wellers%20Logo/Wellers%20Logo%20-%20Landing%20Pages.svg "Wellers Logo")](https://www.wellersaccountants.co.uk?hsLang=en-gb) This is a search field with an autosuggest feature attached. - There are no suggestions because the search field is empty. ![](https://www.wellersaccountants.co.uk/hs-fs/hubfs/aWellers_2017_Images/Wellers%20Images/What%20Do%20You%20Need%20Images/search-icon.png?width=600&name=search-icon.png) ****** # Your 2025/26 Tax Return: What we need from you and when [![LEARN MORE](https://no-cache.hubspot.com/cta/default/2284600/f3db89f9-0f71-49e1-a553-ef5b10c5f2e2.png)](https://cta-redirect.hubspot.com/cta/redirect/2284600/f3db89f9-0f71-49e1-a553-ef5b10c5f2e2) ## Let's get ahead of your tax return this year 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 - Identify opportunities to reduce your tax bill - Help you budget and plan ahead, not react at the last minute ## What we need from you and why it matters 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.  ## An important deadline 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. ![2026/27 Self Assessment Tax Year key dates explained.](https://www.wellersaccountants.co.uk/hs-fs/hubfs/.10%20Wellers%20Website/202627%20Tax%20year%20and%20key%20dates.png?width=800&height=800&name=202627%20Tax%20year%20and%20key%20dates.png) ## How to use the table Below is an extensive checklist of the information we typically need.  - Use it as a guide to gather your documents - Only include what's relevant to you - We'll include anything we already hold on file - If you're unsure whether something is relevant, send it anyway and we'll confirm You can also download it as a **[PDF version](https://www.wellersaccountants.co.uk/hubfs/.07%20PDFs/Tax%20return%20physical%20mailer%202026%20PRINT.pdf?hsLang=en-gb)** for printing by clicking on this link, or the image.  ## A note on timing 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: - Plan ahead - Explore options - Put effective strategies in place In short, earlier is always better. [![Tax return aide memoire 2026](https://www.wellersaccountants.co.uk/hs-fs/hubfs/Tax%20return%20aide%20memoire%202026.png?width=800&height=4000&name=Tax%20return%20aide%20memoire%202026.png)](https://www.wellersaccountants.co.uk/hubfs/.07%20PDFs/Tax%20return%20physical%20mailer%202026%20PRINT.pdf?hsLang=en-gb)The content of this post is up to date and relevant as at 13/05/2026. 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. 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