Uber Driver Self Assessment Document Checklist

Use this checklist for the tax year being prepared. Keep original statements and supporting evidence, not just a total typed into an email.

Income and platform records

• Annual and period statements from Uber, Bolt and every other platform used.
• Driver invoices, self-billing records and platform fee invoices.
• Details of cash fares, tips, incentives, refunds and adjustments.
• Bank statements with transfers and settlements identified.

Vehicle and expenses

• Mileage log, opening and closing mileage readings, and explanation of private use.
• Previous return or accountant’s schedule showing the vehicle method already used.
• Purchase, lease, hire-purchase or finance documents and any disposal details.
• Insurance, repairs, charging or fuel evidence where relevant to the chosen method.
• Phone, licensing, parking, software and professional-fee records, with business proportions identified.

Personal tax information

• UTR and National Insurance number, shared through an agreed secure method.
• P60 or P45 and records of other income, including property where relevant.
• Pension contribution and other relief information requested for your circumstances.
• HMRC statements, payments on account already made and any letters or penalties, including any HMRC letter about platform income and its reply-by date.
• Student-loan details where applicable and changes of address or tax residence.

Before approving submission

Check that platform totals reconcile, the same cost is not claimed twice and uncertain entries have been resolved. Read the tax calculation, payment dates and completed return before approving it. Save the submission acknowledgement, which you will need if you later have to correct the return.

Never send your Government Gateway password through a quote form. An accountant should use the appropriate HMRC authorisation process. Read the filing guide or request Self Assessment preparation and filing if you want help.

If a different accountant prepared your previous return, use the accountant handover checklist to transfer the underlying records and confirm who handles any unfinished work.

Missing documents need a separate action list. Use our guide to recovering missing receipts and Uber statements to identify replacement sources and record any unresolved figures before filing.

Sources checked 8 October 2026: Records · Deadlines.