Provide the information needed for your 2025/26 tax return
Complete this questionnaire so the Merranti team can identify the income, gains, expenses and reliefs that may need to be included in your Self Assessment return.
A structured questionnaire for your return
The form is organised around your personal details, income sources, expenses, tax reliefs and any changes during the year.
Complete the questionnaire
Tell us which income sources and tax events applied between 6 April 2025 and 5 April 2026.
Gather supporting records
Prepare P60s, P11Ds, pension statements, rental records, dividend vouchers and other relevant documents.
Merranti reviews the position
The team will identify missing information and arrange a secure method for documents and sensitive identifiers.
Have the key records ready
Include every relevant source
Property income and pension information are two common areas that can affect the final return and the tax calculation.
Property and rental income
Provide details of rent received, allowable running costs, repairs, finance costs and any property purchased or sold during the year.
Pensions and contributions
Include pension income, state pension details and personal contributions that may qualify for additional tax relief.
Need help before completing the form?
Contact Merranti Accounting if you are unsure which income sources apply or what supporting records are required.