Accounts filed right. On time, every time.

Employees, landlords, investors, pensioners and anyone with income outside PAYE.

1. Self Assessment tax return

   Your annual return covering employment, rental, savings, dividend, pension and foreign income, with reliefs and allowances claimed.

   When31 January online (31 October on paper)
2. Payments on account

   Advance payments towards next year’s bill when your tax is not all collected through PAYE.

   When31 January and 31 July
3. Capital Gains Tax on UK property

   Gains on residential property reported and paid through a dedicated return.

   WhenWithin 60 days of completion
4. PAYE tax code checks and refunds

   We check your coding notices and reclaim overpaid tax from previous years.

   WhenAny time, up to four years back
5. High-income and family charges

   Child Benefit charge, pension allowance and marriage allowance worked out correctly.

   WhenWith your Self Assessment

Sole traders, freelancers, contractors, landlords and partnerships.

1. Registration with HMRC

   Set up for Self Assessment and National Insurance when you start trading.

   WhenBy 5 October after your first tax year
2. Making Tax Digital for Income Tax

   Digital records and quarterly updates for qualifying income above £50,000 from April 2026, £30,000 from April 2027 and £20,000 from April 2028.

   When7 Aug, 7 Nov, 7 Feb, 7 May
3. Final declaration or tax return

   Profit, allowable expenses, capital allowances and Class 4 National Insurance brought together.

   When31 January after the tax year
4. VAT registration and returns

   Registration once taxable turnover passes £90,000, the right scheme chosen, and returns filed digitally.

   WhenQuarterly, one month and seven days after each period
5. Construction Industry Scheme

   Monthly contractor returns and refunds of deductions for subcontractors.

   When19th of each month
6. Partnership tax return

   The partnership return and each partner’s share of profit.

   When31 January after the tax year

Private limited companies, groups, start-ups and dormant companies.

1. Annual accounts to Companies House

   Statutory accounts prepared to the right standard, from micro-entity to full accounts.

   When9 months after year end (21 months for first accounts)
2. Corporation Tax return (CT600)

   Tax computation, reliefs, capital allowances and the return filed with your accounts.

   WhenWithin 12 months of period end
3. Corporation Tax payment

   Bills calculated early so cash is ready, with quarterly instalments for larger companies.

   When9 months and 1 day after period end
4. Confirmation statement

   Company details, shareholders and people with significant control kept up to date.

   WhenAt least every 12 months
5. Payroll and pensions

   PAYE through Real Time Information, payslips, benefits forms and pension auto-enrolment.

   WhenEvery pay day; P11D by 6 July
6. VAT returns

   Digital VAT returns, partial exemption and VAT on overseas trade.

   WhenQuarterly or monthly
7. Director identity verification

   Directors and people with significant control verified with Companies House.

   WhenBy your next confirmation statement

Employees, investors, retirees, US citizens abroad and green card holders.

1. Federal income tax return (Form 1040)

   Wages, investment, rental and retirement income, with deductions and credits claimed.

   WhenApril 15 (October 15 with an extension)
2. State income tax returns

   Resident, part-year and non-resident returns in every state that taxes income.

   WhenUsually April 15
3. Foreign accounts reporting (FBAR and FATCA)

   FinCEN Form 114 and Form 8938 for accounts and assets held outside the US.

   WhenApril 15, automatic extension to October 15
4. US citizens living abroad

   Foreign earned income exclusion, foreign tax credits and treaty positions, so income is not taxed twice.

   WhenJune 15 automatic extension
5. Amended returns and prior years

   Corrections and catch-up filings, including streamlined procedures for expats.

   WhenUp to three years for refunds

Sole proprietors, single-member LLCs, freelancers, consultants and gig workers.

1. Schedule C and self-employment tax

   Business profit or loss and Schedule SE filed with your Form 1040.

   WhenApril 15
2. Quarterly estimated tax (Form 1040-ES)

   Payments sized to your income so there are no underpayment penalties.

   WhenApril 15, June 15, September 15, January 15
3. Contractor forms (1099-NEC)

   Forms issued to contractors you pay and filed with the IRS.

   WhenJanuary 31
4. Sales tax registration and returns

   Registration and returns in the states where you have to collect sales tax.

   WhenMonthly, quarterly or annually by state
5. Deductions and retirement plans

   Home office, vehicle, the qualified business income deduction and self-employed retirement plans.

   WhenWith your return

C corporations, S corporations, partnerships and multi-member LLCs.

1. C corporation return (Form 1120)

   Federal corporate return with estimated payments through the year.

   When15th day of the 4th month (April 15)
2. S corporation and partnership returns

   Form 1120-S or Form 1065, with Schedule K-1 for every owner.

   When15th day of the 3rd month (March 16 in 2026)
3. Payroll tax filings

   Form 941 every quarter, Form 940 every year, W-2s and state payroll returns.

   WhenQuarterly; W-2s by January 31
4. State returns and franchise taxes

   State corporate income, franchise and gross-receipts taxes, and annual reports.

   WhenVaries by state
5. Sales and use tax

   Nexus reviews, registration and returns across every state you sell into.

   WhenMonthly or quarterly
6. International reporting

   Forms for foreign-owned US companies and US companies with foreign subsidiaries.

   WhenWith the corporate return