Income Tax Return Checklist for the year ending 5th April 2025
- Sharon Brayne
- Apr 12
- 1 min read
Below is the 2024/25 Tax Return Checklist for the tax year ending 5th April 2025 to assist with providing the information required to prepare the tax return.
For personal tax clients where we prepared the prior year return (2023/2024) we can also provide a summary confirming the sources of income included in the earlier year as a helpful prompt. Please email admin@bwbca.com for a copy.
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 25th July 2025 to enable the team to complete the return in a timely manner
The filing deadline for the 2025 SA100 Individual tax return is 31st January 2026. 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
Office 44 A30 Business Centre
Higher Stockley Mead
Okehampton
Devon
EX20 1BG
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