How long to keep self-assessment records
If you are self-employed or a landlord, you need records that back up every figure on your tax return. HMRC can ask to see them, so it pays to know what to keep and for how long.
Last checked October 2026. General information, not tax or accounting advice.
How long
For a self-assessment return, GOV.UK says to keep records for at least 5 years after the 31 January submission deadline for that tax year. Some situations need longer, so check GOV.UK if yours is unusual.
What to keep
- Bank statements for the account you use for the business or rental income.
- Sales invoices and records of all income.
- Receipts and invoices for expenses you claim.
- Mileage records, if you claim vehicle costs.
- Anything that explains an unusual figure.
Digital copies are fine
You can keep records on a computer or in the cloud, as long as they are complete and you can produce them. Download statements as PDFs regularly, because banks only show a limited history online.
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