Organise self-employed income records for scheme review
Use the relevant guide for business or self-employed records rather than treating turnover or one receipt as declared income.
Identify what each record represents
List the work or business, periods and evidence requested. Turnover, expenses, bank receipts and declaration fields serve different purposes; confirm unresolved calculation questions with the review office.
Prepare the records specified by the guide and individual notice and link figures to documents. An ordinary employee certificate should not be assumed to cover a self-employed file.
Match records to requested fields
Use the file to organise the official requirements.
| Item | Record | Follow-up |
|---|---|---|
| Activity | Work or business description | Check the relevant section |
| Period | Notice and record dates | Use matching periods |
| Evidence | Records required by the authority | Identify available and missing items |
| Calculation | Figures requiring clarification | Confirm with the review office |
Example: receipts have different purposes
Keep the sources and documents behind business and other receipts, then check the declaration method instead of automatically adding every receipt into one income figure.
Keep the evidence behind the total
- Records match the period
- Figures have sources
- Calculation questions are raised
HOS 2025 White Form application guide