US & UK · Calculator
Tax document checklist builder
Build the list of documents you need for your US and UK returns: P60s, account balances for FBAR, pension and ISA statements, property and company records.
Your document list (4 items)
Everyone
- Passport or ID and your US SSN or ITIN
- Last filed US return (Form 1040) and UK return (SA302 or tax calculation), if any
- Dates you were in and out of the US and UK during the year
- IRS and HMRC letters received in the year
Clients upload these to their portal, where each request is tracked. Nothing you tick here is stored.
Assumptions and limits
- A starting list, not exhaustive; your engagement document list in the portal is tailored to your facts.
- US returns follow the calendar year; UK returns follow the tax year to 5 April, so some figures are needed for both periods.
Privacy
Everything you enter stays in your browser. Nothing is sent to our servers or stored.
This is an estimate for orientation, not advice. We confirm the position on your facts before any filing.
Written by the US UK Expat Tax advisory team. Last reviewed 9 November 2026
Primary sources checked
General information, not personal tax advice. Rules and thresholds change; we confirm the position for your facts before any work.
Get started
Want this confirmed on your actual figures?
Where you live, which years are involved, what has been filed, and every source of income in each country. We reply by email within two working days with what is needed and a written fee. No free consultations, and no work starts before you have the quote.