It's time to prepare your 2025-26 Self Assessment tax return. We've put this questionnaire together using the records we already hold, so you'll only be asked about things that are relevant to you.
If anything is unclear, just leave a note and we'll pick it up with you before anything is filed. You don't need to know the answer to every question.
Please check these are correct. Update anything that has changed.
Based on information we already hold, we believe your income sources for 2025-26 include:
How does this look for 2025-26?
Please answer each question for 6 April 2025 – 5 April 2026. If you answer Yes, a brief note is very helpful.
If you have any documents not already uploaded in the sections above, please add them here — annual tax summaries, P11D benefits statements, bank statements, or anything else relevant to your 2025-26 return.
Is there anything relevant to your tax return that hasn't already been covered? This could include new income sources, property transactions, share or crypto sales, overseas assets, or changes in family circumstances.
Please review the information below before submitting. Your tax return will be prepared primarily based on what you have provided here.
Your tax return will be prepared based primarily on the information and documents you have provided. Unless separately agreed, 123Financials does not independently verify the accuracy or completeness of information supplied by you or third parties. Failure to provide complete and accurate information may result in an incorrect tax return and could lead to additional tax liabilities, interest, penalties or HMRC enquiries.
We've received your 2025-26 Self Assessment questionnaire.
What happens next:
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