Tax Returns

Preparing Your Form 11 (Self-Employed Tax Return)

Step-by-step checklist for self-employed individuals and directors preparing their annual Form 11 tax return on ROS.

⌛ 2–4 hours ✓ 22 steps Intermediate
0 of 22 completed — 0%

1 Gather Your Income Records

  • Total of all invoices raised during the tax year.

  • This replaces the P60 since PAYE Modernisation 2019.

2 Gather Your Expense Records

  • Only wholly-and-exclusively-for-business expenses are deductible.

  • Use the Mileage Log template.

  • Plant and machinery: 12.5% per year over 8 years.

  • Tax relief applies at your marginal rate.

3 Calculate Preliminary Tax

  • Whichever method you choose must be paid by October/November deadline.

  • Prior year total tax minus preliminary tax already paid.

4 File on ROS

  • Take your time — mistakes require amended returns.

  • Deadline: 14 November (ROS) or 31 October (paper).

5 After Filing

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