Records tool

Records checklist

Get a practical guide to what you may need to keep before your first year becomes hard to untangle. Start simple, then make the dashboard your working checklist.

Build checklist Start here

SelfYear • Records checklist

Build your records checklist.

Select the income types that apply and get a practical checklist for what to keep during the year.

Choose what applies

The checklist updates as guidance based on your answers.

Self-employment income

Property income

Foreign property notes

I plan to use a spreadsheet

Your checklist

Practical records guidance based on your selections.

Select Income Types

Records guidance Start by selecting the income types you expect to have The checklist updates once you choose self-employment, property, or foreign property income.

Nothing selected yet Start by selecting the income types you expect to have.

This checklist is based on the income types you selected. It helps you organise records, but it is not accounting advice for every situation.

Next useful step

Choose the income types that may apply, then save the checklist into your SelfYear dashboard.

Save in dashboard Start tracking income

Keep these basics

Income dates, amounts, clients, platforms, or properties.
Expenses with receipts, invoices, dates, amounts, and categories.
Notes for anything you may need to explain later.

First-year habit

Record things regularly. Waiting until year-end is usually where the stress starts.