Self employed and annual review

[Enjoyingthesmallthings]

I have my annual review coming up in the next few months, and wanted to know if all companies request the same documentation.

Will the require my self assessment tax return for 2015/2016 and my projected earnings for this year?

Is there anything else they require?

[lifenoteasy]

If you are limited it is self assessment and accounts for previous year.

Projected means nothing for anyone working for themselves other than what is what you hope will happen.

[Enjoyingthesmallthings]

No I am not limited, I am a low earning sole trader. Will they need my previous years accounts in digital month by month format?

[lifenoteasy]

It varies by company.

[watzki]

If you are a sole trader they require your tax return when you have completed it.I am with FJ and I had to print my tax return and send it to them.They worked my income from this.
I an not self employed anymore thank god it was such a hassle with different pay each week

[watzki]

Plus also had to send payslips every month

[Enjoyingthesmallthings]

I have indeed already completed my tax return. How did you submit payslips watzki when you were self employed?

[watzki]

Ah enjoying I was in the building industry working for a sub contractor who has by law give a weekly or such their sub contractors a pay invoice for tax purposes,as in the construction industry 20% Tax is deducted at source(so all the builders don't run off with the tax)

[Michael Peoples]

We look for the tax return as this shows true earnings. CIS vouchers only show turnover and not profit so are more use to your accountant than your IP.

[Enjoyingthesmallthings]

Thanks guys, you have been really helpful