What Files Do We Need?

To ensure we can prepare accurate and optimised tax returns for you, we’ve put together a simple list of the essential documents and information we need. By providing these details, our team can ensure your tax filings are thorough, compliant, and tailored to your specific circumstances. Please take a moment to review the requirements below.

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Document Date Range

For US tax returns, we need documents covering the calendar year (1 January to 31 December); for UK tax returns, the tax year runs from 6 April to 5 April the following year; and for Streamlined or catch-up returns, please provide documents for the past three years of tax returns and six years of financial accounts.
Below is a breakdown of the documents we will need for the period

  • Full name
  • Current address
  • Date of birth
  • Filing status (single or married) – US tax filings only
  • Copy of your passport
  • Job title or occupation
  • Homeownership status (whether you rent or own your current home)
  • Date of relocation to your current country, if applicable
  • SSN and/or UTR
  • Travel Dates

Income Details

For the relevant tax period we will need any income received. For the UK, if the income was not remitted to the UK and is not from a UK source it will not be subject to taxation. Examples of taxable income include

  • Employed income – salary, bonuses, commissions, and benefits (provide payslips, P60s, or similar documents)
  • Self-employed income – earnings from freelance work, consulting, or business activities (include invoices, contracts, or profit and loss statements)
  • Investment income - interest from bank accounts, dividends from shares, capital gains from share sales (including investments in ISAs)
  • Rental income – earnings from renting out property, whether in the UK or abroad
  • Pension income – state pension, private pensions, or pension annuities
  • Foreign income – any income earned abroad, including wages, investments, or business profits
  • Cryptocurrency income – profits from cryptocurrency trading, mining, or staking
  • Savings and interest – interest earned on savings or bonds
  • Trust income – distributions or earnings from trusts
  • Dividends – payments from shares in UK or foreign companies
  • Other worldwide income – any additional income earned from any source globally