Free download
Format: MD · File: self-assessment-checklist.md
Download UK Self Assessment Checklist 2025/26
No signup required. Free to use, share, and adapt for your own freelance business.
What's inside
Sections: Before you start, Income records, Expense records, Reliefs to check (commonly missed), After filing. HMRC-referenced. Prints cleanly.
How to use it
Download the file, then open it in your preferred tool (any text editor, or preview as Markdown). All fields are editable. Extend rows or add columns as your business grows.
This template is one of 10 free resources in the FreelanceToolkit UK library. All designed for UK freelancers and small businesses in the 2025/26 tax year.
Related on FreelanceToolkit UK
31 January following the end of the tax year. So the 2025/26 tax year (ending 5 April 2026) is filed online by 31 January 2027.
Under the £1,000 trading allowance, you generally don't need to register or file — unless you're already registered for another reason.
Higher-rate pension relief. Basic-rate relief is added automatically at your pension provider; higher-rate must be claimed on Self Assessment. Missed by roughly 30% of higher-rate freelancers filing themselves.
No — this is specifically for Self Assessment (sole traders + directors with personal SA obligations). Limited company Corporation Tax has separate filings.
Yes — the structure applies to every tax year. Update the year references and thresholds annually.