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Income Tax Return Checklist for the year ending 5th April 2024

Update 31.08.24: If sending us any documents in the post please ensure send to our new office address (from 01.09.2024) - Office 44, A30 Business Centre, Higher Stockley Mead, Okehampton, EX20 1BG


Below is the 2024 Tax Return Checklist for the year ending 5th April 2024 to assist with providing the information required to prepare the tax return.



Current personal tax clients are required to complete the following steps:


  • Review and complete the checklist, assembling any relevant documentation

  • Complete the checklist with any additional information

  • Update personal details, if necessary

  • Return the completed checklist and the relevant documentation by the 26th July 2024 to enable the team to complete the return in a timely manner




The filing deadline for the 2024 SA100 Individual tax return is 31st January 2025. Penalties will be imposed for late filing.


Early filing gives a clearer picture of upcoming tax liabilities, aiding in better planning. Plus, meeting tax filing responsibilities ahead of deadline offers peace of mind and avoids the risk of late filing penalties.



This summary is published for the information of clients. It provides only an overview of the main points, and no action should be taken without consulting the detailed legislation or seeking professional advice. Therefore no responsibility for loss occasioned by any person acting or refraining from action as a result of the material contained in this summary can be accepted by the authors or the firm.

 

BWBCA Limited

Dukes Court

Duke Street

Woking

Surrey

GU21 5BH

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