{
 "schema": "aiblocks-page/1",
 "id": "self-assessment-tax-return-checklist",
 "type": "skill",
 "name": "Self-assessment tax return checklist",
 "summary": "Say how you earned money. Get records to gather, totals to work out, an order of work and questions for your accountant.",
 "headline": "Self-assessment tax return checklist",
 "subhead": "Tell it where your money came from this year and what records you already have. It builds a checklist for filing your own tax return: what to gather, what to total, what order to work in, and what to ask your tax office or accountant.",
 "job": {
  "id": "manage-tax",
  "name": "Prepare tax calculations and reviews"
 },
 "level": "beginner",
 "thinking": "low",
 "tested": true,
 "updated": "2026-10-28",
 "first_published": "2026-10-27",
 "inputs": [
  {
   "type": "question",
   "required": true,
   "label": "Question",
   "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like"
  },
  {
   "type": "spreadsheet",
   "required": false,
   "label": "Spreadsheet",
   "what": "a spreadsheet with its data, formulas and charts"
  }
 ],
 "outputs": [
  {
   "type": "plan",
   "required": true,
   "label": "Plan",
   "what": "a dated plan: what to do, in what order, with a decision rule for each step"
  },
  {
   "type": "question",
   "required": false,
   "label": "Question",
   "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like"
  }
 ],
 "you_give": [
  "How you earned money this year: a job, self-employment, rent, dividends, or something else",
  "Your country, and the tax year you are filing for",
  "The records you already have, such as bank statements, invoices and receipts (optional)",
  "Last year's return or the deadline your tax office gave you (optional)"
 ],
 "you_get": [
  "A list of records to gather for each kind of income",
  "A list of totals to work out before you open the form",
  "The work in order, with the deadline you give it",
  "Questions for your accountant or tax office"
 ],
 "use_when": [
  "You file your own tax return each year and want to know what to gather before you start.",
  "You earned money from more than one place this year, such as a job, freelance work and rent.",
  "You are filing for the first time and don't know where to begin."
 ],
 "skip_when": [
  "You want your tax worked out: the checklist gets you ready, but the figures come from your accountant or your tax office's own calculator.",
  "You want to know what you may claim as a cost: ask your tax office or accountant, then use the Expense sorter to total it.",
  "You need to plan what to put aside through the year: use the Tax set-aside planner."
 ],
 "output_sample": {
  "input": [
   "How you earned money this year, and your country and tax year",
   "The records you already have (optional)",
   "Last year's return or this year's deadline (optional)"
  ],
  "output": [
   {
    "name": "Your year",
    "contains": "Your country, the tax year and each kind of income you named."
   },
   {
    "name": "Records to gather",
    "contains": "For each kind of income, the records to collect and whether you already have them."
   },
   {
    "name": "Totals to work out",
    "contains": "The figures to add up before you open the form, and which records feed each one."
   },
   {
    "name": "Order of work",
    "contains": "The steps from gathering to filing, with the deadline you gave."
   },
   {
    "name": "Questions",
    "contains": "What to ask your accountant or tax office, one line each."
   },
   {
    "name": "Missing",
    "contains": "Anything you did not tell it that changes the list."
   },
   {
    "name": "Checks missed",
    "contains": "One line for each of its own checks that still fails, or none."
   }
  ]
 },
 "output_shape": "YOUR YEAR\n<country, tax year, kinds of income>\n\nRECORDS TO GATHER\n<kind of income>: <records> | Have: <yes / no>\n\nTOTALS TO WORK OUT\n<figure> | From: <records>\n\nORDER OF WORK\n1. <step> | By: <date you gave, or MISSING>\n\nQUESTIONS FOR YOUR ACCOUNTANT OR TAX OFFICE\n- <question>\n\nMISSING\n<what you did not tell it>\n\nCHECKS MISSED\n<one line per check still missed, or none>",
 "how_to_use": [
  "Start a chat with the skill. Open it if you added it to your AI, or copy it and paste it in.",
  "List every way you earned money this year, even small ones, and name your country and tax year.",
  "Say which records you already have. Don't paste bank logins or ID numbers.",
  "Look up this year's deadline on your tax office's site and give it to the skill.",
  "Work down the checklist. Take the questions list to your accountant or tax office."
 ],
 "checks": [
  "Every kind of income you named has its own list of records.",
  "No tax rate, allowance or deadline appears unless you gave it.",
  "Each gap you left turns up as a question, not a guess.",
  "The order of work ends with filing and a copy for your records.",
  "It says plainly that it is a checklist and not tax advice."
 ],
 "next": [
  {
   "name": "Tax set-aside planner",
   "url": "https://useaiblocks.com/skills/tax-set-aside-planner",
   "why": "Tax set-aside planner"
  },
  {
   "name": "Expense report builder",
   "url": "https://useaiblocks.com/skills/expense-report-builder",
   "why": "Expense report builder"
  }
 ],
 "source": null,
 "credits": [],
 "files": [],
 "links": {
  "page": "https://useaiblocks.com/skills/self-assessment-tax-return-checklist",
  "markdown": "https://useaiblocks.com/skills/self-assessment-tax-return-checklist.md",
  "json": "https://useaiblocks.com/skills/self-assessment-tax-return-checklist.json",
  "instructions": "https://useaiblocks.com/skills/self-assessment-tax-return-checklist/SKILL.md",
  "api_item": "https://useaiblocks.com/api/v1/items/self-assessment-tax-return-checklist",
  "api_document": "https://useaiblocks.com/api/v1/documents/skill/self-assessment-tax-return-checklist",
  "mcp": "https://useaiblocks.com/mcp"
 }
}