Keeping records together before a return is prepared can make the review clearer. Common records include identity details, income statements, bank summaries, investment records and documents supporting deductions.
The documents needed depend on the person’s income sources and circumstances. A checklist is not a substitute for a review of the actual records or the law applicable to the relevant year.
Keep original documents secure and share copies only through an agreed secure channel. Do not post identity numbers or confidential documents in a public enquiry form.