Preparing for Self Assessment without the January panic
The work that makes a tax return straightforward almost all happens before you open the form. Here is what to gather, when to start and which details cause the most delays.
Read articleStarting a new UK business? Ask about our startup accounting package.Find out more
Resources
Practical reference material for UK business owners. We deliberately do not republish rates and thresholds here, because they change: the official sources below are always current.
Key dates
The recurring deadlines that apply to most UK businesses. Your own dates depend on your year end, so treat this as an orientation rather than a personal schedule.
Deadlines that fall on a weekend or bank holiday may be affected. Always confirm your own dates, which we set out for you in writing when you become a client.
Checklists
Short lists that cover most of what we ask for. Working through them in advance makes everything faster.
Bank statements for the full year, sales records, purchase invoices, loan and finance agreements, closing stock figure, and details of money introduced or withdrawn by the owners.
Self-employment figures, P60 and P45 forms, rental income and costs, interest and dividends, pension contributions, Gift Aid donations and details of any assets sold.
PAYE and Accounts Office references, employee details and start dates, tax codes or starter declarations, pay rates and frequency, pension scheme details and any year-to-date figures.
Proposed company name, registered office address, director and shareholder details with identification, share structure, chosen accounting reference date and intended trading start date.
Official guidance
For current rates, thresholds and detailed guidance, go straight to the source. These links open on external government websites.
The dates and checklists on this page are general guidance for common situations. They are not a substitute for advice on your own circumstances, and deadlines can differ depending on your year end, your registration dates and your specific obligations.
Insights
Longer reads on the topics that come up most often.
The work that makes a tax return straightforward almost all happens before you open the form. Here is what to gather, when to start and which details cause the most delays.
Read articleRegistration affects your pricing, your paperwork and your quarterly routine. A plain guide to the threshold, the schemes and the obligations that follow.
Read articleThe right structure depends on profit levels, risk, admin appetite and how you want to take money out. A balanced look at both, without the usual oversimplification.
Read articleEvery client receives a written schedule of the filing and payment dates that actually apply to them, with reminders sent in advance.