Compliance guides · 34 articles

Built for UK accountants.

Practical guides on every UK filing regime — Companies House, HMRC, payroll, pension, and more.

Companies HouseSelf AssessmentMaking Tax DigitalCISVATCorporation TaxPayroll & Pensions
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31 guides
VAT

VAT Return Deadlines for UK Accountants: Stagger Groups, Payment Dates, and Penalties

How VAT stagger groups work, when quarterly returns and payments are due, the Annual Accounting Scheme calendar, and the new points-based penalty regime.

27 Jul
VAT

VAT Stagger Groups: How to Check and Fix a Mismatch Before the Deadline

HMRC allocates every VAT-registered business a stagger group. How to check which one a client is on, why a mismatch matters, and how to change it online.

24 Jul
Self Assessment

Self Assessment Payment on Account: How to Reduce It Before 31 July

Your clients' second Self Assessment payment on account is due 31 July. When to reduce it, how to do it (SA303 or online), and the interest risk of cutting too far.

10 Jul
Corporation Tax

Director's Loan Account and s455: When the Charge Bites

When the s455 tax charge actually applies to an overdrawn director's loan account, how to reclaim it, and the bed-and-breakfasting rules to watch for.

6 Jul
Practice & Compliance

Charity Commission Annual Return Deadlines Explained

How Charity Commission annual return deadlines work, why they differ from Companies House, and what UK accountants must file for charitable companies.

29 Jun
Practice & Compliance

From Spreadsheets to a Monitoring Tool: 200 Clients

How to migrate a 200-client accounting book from a deadlines spreadsheet to a monitoring tool without losing dates, context or client trust.

22 Jun
Companies House

ECCTA IDV: the 12-Month Window Closes 18 November 2026 — Which Clients Are Still Unverified?

Mandatory identity verification started 18 November 2025. As the one-year mark approaches, a practitioner checklist for identifying and clearing unverified directors and PSCs before their CS01 deadline arrives.

17 Jun
Companies House

Companies House IDV Transition: the Autumn 2026 Window Is Now

Mandatory identity verification at Companies House started 18 November 2025. The transition deadline for existing directors is the next CS01 — for autumn-dated companies, that is now. ACSP route, fees, and what has not been decided.

16 Jun
Payroll & Pensions

P11D and Class 1A NIC: the 6 and 22 July Deadlines

A clear guide to the P11D filing deadline on 6 July and Class 1A NIC payment dates on 19 and 22 July, plus penalties for missing them.

15 Jun
Making Tax Digital

MTD for ITSA: Your Q1 Pre-Submission Checklist Before 7 August

The first mandated MTD for Income Tax quarterly update is due 7 August 2026. A client-by-client checklist to file a clean Q1 — even though year one carries no penalty.

15 Jun
Making Tax Digital

MTD ITSA Penalties Explained: the Soft Landing, Points System, and What Changes in 2027/28

The MTD ITSA soft landing pauses quarterly-update penalty points in 2026/27 only. From 2027/28: one point per missed update, £200 at four points. Final-declaration and payment penalties apply from day one.

13 Jun
Comparisons

PenaltyProof vs Inform Direct

Inform Direct is company secretarial software — share registers, CH form filing, PSC management. PenaltyProof is a deadline alert service. An honest case for when they complement each other.

13 Jun
Comparisons

Deadline Alert Services vs Practice Management Suites

Senta, Karbon, Pixie, and BrightManager vs a dedicated alert service. When a suite is the right answer, when it is overhead, and what the honest-loss cases are for a standalone alert tool.

13 Jun
Making Tax Digital

MTD for ITSA: Standard vs Calendar Quarters — Which Election to Make

MTD for Income Tax lets you file quarterly updates on standard or calendar periods. The deadlines are identical — here's the difference and which to elect.

12 Jun
Comparisons

PenaltyProof vs PracticeFlow

PracticeFlow is workflow management software with deadline tracking; PenaltyProof is a dedicated alert service. An honest comparison on price, HMRC coverage, and when each fits a practice.

12 Jun
Comparisons

PenaltyProof vs ComplyTrack

ComplyTrack covers Companies House filings for SMEs and directors; PenaltyProof covers HMRC and CH obligations for accountant portfolios. A price-for-coverage comparison.

12 Jun
Making Tax Digital

MTD for ITSA: Segmenting Your Client Book by Qualifying Income

How to triage a client book into the four MTD ITSA segments — mandated now, mandated 2027, mandated 2028, out of scope — with the record-keeping and software conversations to have now.

11 Jun
Comparisons

PenaltyProof vs Companies House eReminders

Companies House's free eReminders service covers two filing types. PenaltyProof covers nine obligation types across the same client list. An honest comparison of what each does and when to use both.

11 Jun
Practice & Compliance

UK Accountant's 2026 Deadline Calendar

Every key 2026 deadline for UK accountants in one calendar: Corporation Tax, VAT, PAYE, P11D, Self-Assessment and Companies House filings.

8 Jun
Practice & Compliance

PenaltyProof and GDPR: Data Handling for CH, HMRC, and Compliance Alerts

Exactly what data PenaltyProof reads and stores — CH API, HMRC obligation dates, and client contact emails — and the UK GDPR legal basis for each.

3 Jun
CIS

CIS Monthly Returns & Deadlines: The Complete Guide for Contractors' Accountants

How the Construction Industry Scheme works — who files, the 19th monthly return deadline, verification and deduction rates, nil returns, and the late filing penalty schedule.

2 Jun
Companies House

Strike-Off and Restoration: DS01 vs Compulsory

The difference between voluntary DS01 strike-off and compulsory dissolution, plus how to restore a struck-off company through administrative or court routes.

1 Jun
Companies House

Confirmation Statement Overdue: What Happens Next

A missed confirmation statement can trigger strike-off, not just a fine. This guide covers the penalty timeline, the strike-off process, and how to check clients in bulk.

29 May
Companies House

Filing Dormant Company Accounts (AA02): A Walkthrough

How to file form AA02 dormant company accounts at Companies House, the boxes that catch people out, and the common reasons filings get rejected.

25 May
Companies House

How to Check Companies House Filing Deadlines in Bulk

Manual checks fail at scale. This guide explains why spreadsheets and the CH website fall short, and how a monitoring tool handles bulk deadline tracking for accountants.

22 May
Making Tax Digital

MTD for ITSA: 2026 Rollout Plan for Accountants

A practical rollout plan for UK accountants preparing clients for Making Tax Digital for Income Tax Self-Assessment from April 2026, with thresholds and software.

18 May
Practice & Compliance

Filing Deadline Alert Tools for UK Accountants (2026 Comparison)

Comparing the free CH reminder service, practice management software, and dedicated monitoring tools — with obligation coverage across CH, HMRC, CIS, pension, and compliance.

15 May
Companies House

PSC Register Mistakes That Trigger CH Queries

The most common PSC register errors UK accountants make, why Companies House rejects filings, and how to fix nature-of-control statements correctly.

11 May
Companies House

Companies House ID Verification Under the ECCT Act

How UK accountants can plan for Companies House identity verification, including direct IDV, ACSP identity checks, authorised-agent filing, and role-specific timing.

10 May
Companies House

What Is a Confirmation Statement and When Is It Due?

Every UK limited company must file a confirmation statement annually. Here is what it is, when it is due, and what happens if you miss the deadline.

9 May
Companies House

How Companies House Late Filing Penalties Work (and How to Avoid Them)

UK Companies House late filing penalties start at £150 and double for second offences. Learn the exact schedule and how to avoid them.

7 May
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