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What you need to give us Self-Employment

What you need to give us

To verify your income, calculate your return accurately, and ensure no mismatches with the information that HMRC holds for you, we will need the following items.

Bank Statements 

Please provide a CSV file of all your transactions within that tax year.

You will find guidance on exporting CSV files in this support Hub. 

Invoices

Please provide your invoices, so we can accurately match your payments received to your customers.

Cash sales receipts

If your business receives cash payments, we will need the sales receipts to include these sales accurately. 

The easiest way to do this

The easiest and most efficient solution to always providing this information is to trade through a business account and use accounting software such as QuickBooks.

QuickBooks can send invoices, match payments to customers and seamlessly sharing this information with your accountant. 

Quickbooks Support Hub
NJB Taxback Ltd

Kemp House
152-160 City Road
London
EC1V 2NX

Opening Hours

Monday to Friday 9am-5pm

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NJB Taxback Ltd

Kemp House
152-160 City Road
London
EC1V 2NX

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