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Integration · UK government

Remindoo + HMRC Integration

Connect HMRC information to client records so tax deadlines and obligations sit alongside the work. Manage the client, the work and the deadlines in Remindoo while HMRC does what it does best.

Remindoo keeps each client's HMRC obligations and deadlines beside the work your team is doing.

What you can do with HMRC

  • Keep client tax obligations next to the matching tasks
  • Track VAT, Self Assessment and Corporation Tax deadlines
  • Reduce manual lookups across HMRC services

How the HMRC connection works

What happens between Remindoo and HMRC once the connection is switched on.

01

Obligations on the client record

VAT, Self Assessment, Corporation Tax and payroll obligations are set up as recurring services on the client, so the dates are always visible.

02

Work raised on schedule

Each obligation becomes a task with an owner and a due date, repeated for every period, so nothing depends on somebody remembering.

03

Reminders to collect records

Scheduled emails ask clients for the records you need before each deadline, and follow up if nothing arrives.

What this changes in your practice

  • One place to see every client's tax deadlines
  • Less checking across separate HMRC services
  • Internal review dates kept ahead of the statutory date
  • Partners can see what is at risk before a penalty lands

Connecting HMRC

Setting the connection up takes a few minutes and can be undone at any time.

  1. Add the tax services each client buys, such as VAT or Self Assessment.
  2. Set the recurrence and the trigger date for each service.
  3. Choose internal deadlines ahead of the statutory dates.
  4. Switch on the reminders you want clients and staff to receive.

See it with your own clients

HMRC integration questions

Can Remindoo submit returns to HMRC?

No. Remindoo manages the client, the work and the deadlines. Submissions are made in your tax or bookkeeping software.

Which HMRC deadlines can be tracked?

VAT returns and payments, Self Assessment and payments on account, Corporation Tax payment and CT600, and payroll submissions, all set up as recurring services.

Are tax figures pulled from HMRC?

Remindoo tracks obligations, dates and the work rather than acting as a source of HMRC account balances.

Built for UK practice growth

Every deadline. Every client. One system.

Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.

Why recording every task matters in an accountancy practice

Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.

Avoid penalties

HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.

Nothing depends on memory

Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.

Consistent quality

Subtask checklists make every job follow the same steps and reviews, whoever does the work.

Visibility for managers

Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.

Practical tips from UK practice

  • Set an internal deadline two to four weeks before every statutory deadline.
  • Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
  • Break larger jobs into subtasks, including a review step.
  • Comment on the task instead of by email, so the history stays with the work.

Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.

What UK practices say about Remindoo

Read all reviews on Trustpilot
“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
Shaz Israr
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
Taxaccolega Chartered Accountants
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
Afia Begum
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
Premier Books Consultancy Ltd

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