Personal Self Assessment (SA100)
Fill in this part for your personal tax side of things. You may only need to do this part if you don’t have a business.
Or for a full list, click here
Let's get started
Enter your details and select the tax year you need help with.
What income did you receive?
Select all that apply for the tax year. If you're unsure, tick it anyway.
Anything else to consider?
These can reduce your tax bill — select any that apply.
Your personalised checklist
Here's everything we need for your tax return. All income needs evidence attaching to your email. Everything else just needs advising to us unless we ask for more.
Email your documents
Attach evidence for all income items when you email this info to us. For everything else, just advise us of the details unless we ask for evidence later.
Almost done — just add requested evidence
A reminder list will be shown on the email version if you want to work through this now.
Your email address:
Please attach all documents from your checklist before sending your email. Files are not attached automatically from this page.
Limited Company Accounts & Returns
Fill in this part for your business side of things.
Or for the full list, click here
Business Accounts & Tax Returns
Information required from you if we’re completing your Limited Company Accounts and Tax Return. Not all of the information below will apply to you. It depends on your company’s circumstances and income. This only applies to the accounting period in question. If you are unsure, please ask us.
Your company details
Tell us who this relates to and the accounting period you are sending information for.
Bookkeeping information
Select the areas that apply. These are the items that usually need evidence attaching to your email.
All sales for the year
Sales invoices
Send copies for the accounting period.
POS system reports
Where relevant for shop or card system sales.
Online sales platform reports
For Shopify, Amazon, Etsy, eBay or similar.
We would like you to log in and download this for us
Tick this if you want us to access the platform and obtain the reports.
All expenses for the year
Expenses and receipts
Send all relevant records for the period.
Purchase invoices from suppliers
Include supplier invoices for the period.
Supplier statements
Where available.
Bank statements
Business bank statements in PDF and CSV
For all business bank accounts and credit cards. Please ensure we have a complete set for the full period — any gaps will slow down turnaround time.
Personal bank statements (annotated)
Where you have paid for company expenses from a personal account, send your personal bank statements with those transactions annotated so we can identify them.
Accounts information
Select the items that apply to the accounting period. These items mainly need advising to us, with evidence where relevant.
General accounts items
Debtors outstanding
Confirm any debtors outstanding at the end of the period.
Sale or purchase of assets
Tell us what was bought or sold.
Company mileage
Only mileage completed for the company.
Closing stock
Value of stock held at the end of the period.
Monthly mobile phone payments
Tell us the monthly amount.
If you work from home
I work from home
Tick this if home working applies to this company.
Submit your info to A E Scott & Co
Review the checklist below, then email the information to us. Evidence is not attached automatically from this page.