We aim to periodically share with you updates which you will hopefully find useful.

2023-24 Self Assessment Tax Returns

Don't leave it too late - start gathering your information in good time!

We cannot guarantee your return will be submitted in time for the 31st January deadline if you present us with your information later than 31st October.


HMRC can charge penalties and interest when tax returns are submitted late.

Do I need to submit a tax return?


If HMRC have sent you a "Notice to Complete a Return" then most likely, yes. You might also need to register for Self Assessment, or even send in an 'unsolicited' tax return. If you aren't sure, contact us and we will be happy to help.


What do I need to provide you with?


That depends on your circumstances, and in most cases you'll have already received our questionnaire which should help you cover everything.


In short though:


  • Details of your income, such as a P60, P45, or P11d


  • If you're self employed, details of your income and expenses, and supporting documents


  • Landlords - we'll need rental and mortgage statements and details of expenses


  • Investors - details of interest and dividends received during the year


  • Capital gains - have you disposed of shares, property or other assets during the year?


  • Have you paid money into a pension or made charitable donations? If so, let us know


  • And anything else that might be relevant



If you aren't sure about anything, please do get in touch!



Office hours


9am - 5pm


Stoney Philbin & Company Limited

7 High Street


High Peak

SK23 0HD

Making an appointment

If you have any queries or wish to make an appointment please contact us:


Tel: 01298 812205



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