Tax Return Aide Memoire 2023

Welcome to the start of a new tax year.

Your haysmacintyre team is ready to prepare your 2022-23 tax return, and hope that this aide memoire will assist you in collating the required information and documents.

Please get in touch by the following dates should you require support:

  • By 30 June if you wish us to check your 31 July 2023 payment on account; and
  • By 31 October at the very latest, to be sure of meeting the filing deadline.

If you are due a repayment from HMRC, the sooner you submit your return, the sooner you’ll receive your repayment.

As a reminder, Making Tax Digital for Income Tax will apply to the self-employed and those with rental income in just under three years’ time. From April 2026, real time, digital tax records will be required. In preparation, please ensure you have set up your Personal Tax Account, and that you operate a separate bank account for your self-employment and /or rental income and expenses.

Please do not hesitate to contact a member of our Private Client team if you have any queries, or if we can assist in any way.

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