Year End and Corporation Tax Templates
Filing checklists, deadline calendars, and preparation guides for limited companies.
How to use these year-end templates
A company year end runs on three dates — accounts at nine months, payment at nine months and one day, CT600 at twelve — and the work compresses badly if it starts late. These templates hold the sequence: year-end preparation checklists, deadline trackers, and the document lists your accountant needs.
Used properly, they start before the year closes: the pre-year-end pass is where pension contributions, capital purchases, and dividend positions can still be adjusted. That timing is the whole reason our Annual Compliance Review happens before year end, not after.
Frequently asked questions
When should year-end preparation actually start?
A month before the year end for the planning items (pensions, purchases, dividends against reserves), and within weeks after it for the records. The nine-month filing window is generous only for companies whose bookkeeping is current.
What does my accountant need from me at year end?
Reconciled bookkeeping, bank statements to the year-end date, invoices behind major items, payroll records, and details of anything unusual — new loans, asset purchases, director's loan movements. The checklist template is that list.
Why is the tax due before the return?
Statutory quirk: payment falls at nine months and one day, the CT600 at twelve months. In practice accounts and computation are prepared together early so the payment figure is known — another argument against leaving year end late.
Need help with year end and corporation tax?
Book a call and we will explain the next steps clearly.