Freelancer checklist

Key dates for the year include all sorts of things like tax returns, VAT returns (if you are registered) and your year end. We need a number of things from you regularly and these are summarised below:

To complete your year end tax return we will need:

• Invoices

• Bank statements

• Details of any new assets

• Details of any charitable giving

• Details of benefits

• Details of any business-related cash purchases or credit card purchases