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Free template
Free tax return
What to gather, do and keep for your tax return. Tax rules, deadlines and record-keeping requirements vary by country, so check the official guidance for where you file.
Gather
- Income records
- Payslips or pay stubs
- Self-employment income
- Investment income
- Bank interest statements
- Pension contributions
- Receipts for expenses
- Charitable donation records
- Tax forms
- Last year's return
Do
- Check the deadline
- Check eligible deductions
- Complete the return
- Check the figures
- Submit the return
- Keep a copy
After
- Pay any tax due
- Keep records for the required time
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