Version 2 review • Sample information only
Side by Side Accounting

Thursday, 23 July 2026

Good morning, James.

Here’s what Side by Side Accounting needs from you next.

Onboarding progress55%

Identity checks are the next step.

Outstanding requests3

2 needed this week

Next deadline39 days

Records due 31 August

Your next actions

What we need from you

Now
Onboarding

Upload passport or driving licence

Due 28 Jul 2026

Now
Onboarding

Confirm current home address

Due 28 Jul 2026

Next
Self Assessment

Confirm pension contributions

Due 31 Aug 2026

Coming up

Key dates

31 Aug

Early tax return paperwork

Send all 2025/26 records

31 Jan

Self Assessment deadline

Return and balancing payment