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Warning: HMRC are removing the self-assesment return and replacing it with a digital return.
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Business and Individual Data Requirements

Updated: Jun 5, 2024



A relevant person within charge to income tax under Part 2 of the Income Tax (Trading and other Income) Act 2005 (ITTOIA 2005)


A relevant person with trading income must provide the following update information in each quarterly update: 


quarterly update period start date

quarterly update period end date

totals of the amounts falling within income and expenses set out in the following table:


Business income;


  • Turnover

  • Other business income



Business expenses – allowable and disallowable;


  • Cost of goods bought for resale or goods used

  • Construction industry – payments to subcontractors

  • Wages, salaries, and other staff costs

  • Car, van, and travel expenses

  • Rent, rates, power, and insurance costs

  • Repairs and maintenance of property and equipment

  • Phone, fax, stationery, and other office costs

  • Advertising

  • Business entertainment costs

  • Interest on bank and other loans

  • Bank, credit card and other financial charges

  • Accountancy, legal and other professional fees

  • Other business expenses

  • Consolidated expenses

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