Free CRM for accountants & bookkeepersFree for two months (60-day trial) · no per-user fees
Checklist · Internal
Accounting Deadline Checklist for UK Practices
One list of every recurring obligation your clients carry, and who in your firm owns each one.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 27 September 2026
Quick answer
An accounting deadline checklist brings together the recurring statutory dates UK practices manage: annual accounts, corporation tax, confirmation statements, VAT returns, payroll and CIS submissions, and self assessment. Remindoo tracks them per client with internal deadlines set ahead of each statutory date.
Why build your own deadline list?
Because the dates that matter are your internal ones, and no external calendar knows which client is slow.
Statutory dates are published. What ruins a firm's month is not knowing them, it is having no internal deadline in front of them and no owner attached. Pair every statutory date with an internal date and a named person, and the compliance calendar starts working.
How should you verify deadlines per client?
Take accounts and confirmation statement dates from Companies House, and tax dates from HMRC records, rather than from a previous adviser's schedule.
Inherited schedules carry inherited errors. When you take on a client, pull the filing dates from source. Remindoo's Companies House sync imports company details and filing deadlines so the dates come from the register rather than a spreadsheet.
Checklist preview
0/8 done · showing 8 of 27 itemsThe full 27-item checklist is in the download below. Enter your name and email to get it as a Word or PDF file.
This is a standard checklist. Each firm's requirements may vary, so please cross-check everything against current GOV.UK, Companies House and professional body guidance before relying on it.
See it working with your own clients
A 30-minute walkthrough using your services, deadlines and templates.
Turn this into a task and subtask template in Remindoo
Save each group as a task with subtasks, attach it to the right service and let recurring tasks create it for every client, every period. Each item gets an owner and a deadline, and nothing depends on someone remembering to print the list. See task and subtask templates.
Companies House sync
Import company details and filing deadlines.
See featureRecurring tasks
Repeat work is created automatically on schedule.
See featureInternal vs external deadlines
Build a buffer before every statutory date.
See featureTrigger dates
Start work from key filing or internal dates.
See featureReal-time notifications
Everyone knows when work moves.
See featureWhat are the common mistakes?
- Only tracking the statutory date
- No owner on recurring obligations
- Trusting an inherited deadline schedule
- Filing dates and payment dates kept as one task
- Reviewing deadlines only when one is close
“Companies House integration onboards clients in minutes; AML scoring keeps us compliant.”
Frequently asked questions
Where do the statutory dates come from?
Companies House for accounts and confirmation statements, HMRC for tax obligations. Always confirm against the register and HMRC records for each client.
How far ahead should internal deadlines sit?
Many firms use two to four weeks ahead of the statutory date, longer where client records are habitually late.
Does Remindoo import filing dates?
Yes. Companies House sync brings in company details and filing deadlines so dates come from the register.
Should payment dates be tracked too?
Yes, separately from filing dates. Clients need warning about money earlier than they need warning about paperwork.
How do I see everything due next month?
Filter the deadline view by date range and owner to see the whole month on one screen.
Does this replace checking GOV.UK?
No. Always confirm current dates and penalty rules on GOV.UK; this checklist is an operational aid.
Ready to run a calmer practice?
See Remindoo with your own clients, or start free for 60 days with unlimited users.
Sources
Last updated 27 September 2026. General guidance, not regulatory advice.
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.
Related Remindoo features
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.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“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.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
