If you have to complete a Self Assessment and also receive wages, a pension or benefits, you will need to include them on your tax return.
Employer or pension forms.
Your employer or pension provider should send you a form P60.
A P60 is given to you at the end of the tax year. It shows how much money you’ve been paid and how much tax has been taken in that tax year. If you have more than one employer or pension provider, each of them will send a separate form P60. If you’re completing your tax return by paper rather than online, your separate P60s need to be added together.
Keep your P60 safe because this information needs to be entered on the return.
If you have left any employment during the year, the employer you left will have given you a P45. This form shows how much you have been paid and how much tax you have paid while you worked there. The information on this form needs to be included in your tax return so keep it safe.
If you don’t have a P60 or P45 you can use your payslips for the year to add up the total pay and tax for each employment or pension. For this reason, it’s a good idea to keep your payslips somewhere safe.
If you get employment related benefits, such as private medical insurance or a company car, your employer will provide you with a form P11D following the end of the tax year. Your benefits will need to be included on your tax return. Soon, all employee benefits will be reported through your payroll by your employer, so the forms P11D are gradually being phased out.
You might be able to claim expenses that will be taken away from the amount you need to pay tax on. These expenses need to have been paid ‘wholly, exclusively and necessarily’ for your job. HMRC have detailed rules about what can be claimed
State Pension and social security benefits.
If you receive a State Pension and/or other benefits, The Department of Work and Pensions (DWP) will have sent you a letter. This will show the amount you’e been given. You will need to include this information in your tax return.