2019-2020 Self assessment tax returns

Let’s get it done sooner rather than later…

We hope that you are keeping well whilst remaining at home and adjusting to doing things differently. Though many things have changed, some things still remain the same – one of which is taxes! It’s the time of year when you’ll start receiving the various documents we need to complete your tax returns.

The outlook for the 2020/21 tax year may be uncertain in the current climate so it may help you to have a clear idea of your tax position sooner rather than later. By completing and filing your return early it will help with:

✅ Tax refunds – these will be repaid quickly;
✅ Planning – you’ll know how much tax is due and can plan to settle this at a convenient time;
✅ Reducing or deferring July 2020 payments on account. 

6th April 2019 to 5th April 2020 tax return checklist

If you would like Numbers to help with your tax return, please use your preferred template below to complete our checklist and return to taxreturns@numbers-ltd.co.uk along with any supporting documents ASAP.

  • Use our word or pages template to complete your checklist digitally 


If you have any queries please contact your usual Account Manager (Matt or Kyla) and they’ll be pleased to help. If you’re not sure who your Account Manager is do please get in touch and we’ll point you in the right direction!