Keep these basics
- Income dates, amounts, clients, platforms, or properties.
- Expenses with receipts, invoices, dates, amounts, and categories.
- Notes for anything you may need to explain later.
Records checklist
Get a practical guide to what you may need to keep before your first year becomes hard to untangle. Start simple, then make the dashboard your working checklist.
Build your records checklist.
Select the income types that apply and get a practical checklist for what to keep during the year.
Your details
The checklist updates as guidance based on your answers.
Choose what applies
Add a few details to see a practical starting point.
What SelfYear uses
Practical records guidance based on your selections.
Your guide
Based on the details you add.
Select income types
Select income types
Choose the income types that may apply, and SelfYear will build a practical checklist.
What affected this result
- Self-employment income: No
- Property income: No
- Foreign property notes: No
- I plan to use a spreadsheet: Yes
Shown for context
Start by selecting the income types you expect to have.
Your checklist
Practical records guidance based on your selections.
Nothing selected yet
Start by selecting the income types you expect to have.
How to read this
This tool gives a planning guide based on the details you add. It is not a final tax calculation, an official HMRC result, or a replacement for professional advice.
What SelfYear uses
- Details you entered on this page
- SelfYear planning assumptions
- No connection to HMRC
First-year habit
Record things regularly. Waiting until year-end is usually where the stress starts.