United Kingdom Self-Employed Tax Checklist 2024/25 & 2025/26
Use this comprehensive checklist to make sure you have everything ready before filing your HMRC self-assessment for 2024/25 & 2025/26. Covers allowable expense categories, record-keeping requirements, and key deadlines.
Allowable Expense Categories
- Turnover (Box 9) — turnover
- Other Business Income (Box 10) — otherIncome
- Cost of Goods (Box 11) — costOfGoods
- Travel Expenses (Box 12) — travel
- Rent, Rates & Power (Box 13) — rentRatesPower
- Repairs & Renewals (Box 14) — repairs
- Office Costs (Box 15) — officeCosts
- Professional Fees (Box 16) — professionalFees
- Bank & Interest Charges (Box 17) — bankCharges
- Advertising & Marketing (Box 18) — advertising
- Other Expenses (Box 19) — otherExpenses
- Personal / Excluded (N/A) — personal
Pre-Filing Checklist
- Gather all bank statements for the tax year
- Categorise all income and expenses
- Separate personal and business transactions
- Check for any unclaimed allowable expenses
- Calculate total income and total expenses
- Review estimated tax liability
- Set aside funds for tax payment
- File before the HMRC deadline