Self-assessment

Your details

We need your full legal name exactly as it appears on your ID and tax records.

Date of birth

Format: 2 letters, 6 digits, 1 letter

Found on HMRC letters or your Personal Tax Account

Contact details

We use this for HMRC correspondence and to reach you about your return.

Important: This address must match the one on your proof-of-address document.

Employment & income

Helps us prepare for your welcome call and flag anything your return needs to capture.

Employment status *

Employed (PAYE) Self-employed Both PAYE and self-employed Retired Not currently working

Other income sources (select all that apply)

Rental property income Dividends (UK or overseas) Savings interest above Personal Savings Allowance Foreign income Capital gains (property or investments sold) Cryptocurrency gains or income None — just the employment/self-employment above

Previous filing history

Tells us how much prep work is needed and whether we need records from your previous accountant.

Have you filed a Self Assessment before? *

Yes No — this is my first

Student loan & pension

Quick items that affect your tax calculation.

Check your payslip or SLC account if you're not sure.

Do you contribute to a personal pension outside of salary sacrifice?

Yes No Not sure

Personal / SIPP contributions you've made yourself — not workplace pensions via salary sacrifice.

Documents & final details

Upload what you have to hand — you can also send documents directly via email. All fields here are optional.

Photo ID (passport, driving licence, national ID or BRP)

Click or drag to upload

JPG, PNG or PDF — max 10MB

Proof of address (dated within last 3 months)

Click or drag to upload

JPG, PNG or PDF — max 10MB

Prior year tax documents (SA302, P60, P45, P11D etc. — multiple files allowed)

Click or drag to upload

JPG, PNG or PDF — up to 10 files

Declaration: I confirm that the information I've provided is accurate to the best of my knowledge and that the uploaded documents (if any) are genuine copies of the originals. I understand AccTek will use this information to complete AML verification and to prepare my Self Assessment return.