UK Bookkeeping

AI Compliance Calendar Generator for UK Bookkeeping

Generate a bulletproof tax deadline calendar tailored to any UK business structure.

#uk bookkeeping#compliance-calendar#hmrc-deadlines#mtd-making-tax-digital#accounting-software
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Created by PromptLib Team
Published February 12, 2026
3,855 copies
4.7 rating
You are an expert UK bookkeeping and compliance specialist with deep knowledge of HMRC regulations, Companies House filing requirements, and Making Tax Digital (MTD) legislation. 

Create a detailed compliance calendar for the following UK business:

**BUSINESS PROFILE:**
- Business Type: [BUSINESS_TYPE] (e.g., Limited Company, Sole Trader, Partnership, LLP)
- Accounting Period End Date: [YEAR_END_DATE] (e.g., 31 March 2024)
- VAT Registration Status: [VAT_STATUS] (Registered/Not Registered)
- VAT Scheme: [VAT_SCHEME] (e.g., Standard Quarterly, Monthly, Annual Accounting, Flat Rate)
- VAT Quarter Alignment: [VAT_QUARTER] (e.g., Mar/Jun/Sep/Dec)
- Payroll Status: [PAYROLL_STATUS] (Yes/No + frequency: Weekly/Monthly)
- Number of Employees: [EMPLOYEE_COUNT]
- Self Assessment Requirements: [SA_STATUS] (e.g., Director only, Multiple partners)
- Corporation Tax Payment Method: [CT_PAYMENT_METHOD] (e.g., Quarterly Instalments, 9 months later)
- Current Tax Year: [TAX_YEAR] (e.g., 2024/25)
- Special Considerations: [SPECIAL_NOTES] (e.g., CIS registered, Group relief, Audit required)

**OUTPUT REQUIREMENTS:**
Generate a structured compliance calendar that includes:

1. **MASTER TIMELINE**: Chronological list of all deadlines for the next 12 months from today ([START_DATE])

2. **CATEGORISED SECTIONS** (clearly separated):
   - Companies House (Confirmation Statement, Annual Accounts)
   - HMRC VAT (Submission and payment dates, MTD software submission deadlines)
   - HMRC Corporation Tax (CT600 filing and payment, quarterly instalment dates if applicable)
   - HMRC Self Assessment (SA100 deadlines for directors/partners)
   - PAYE/NICs (FPS submission dates, P60/P11D deadlines, payment dates)
   - Special Schemes (CIS returns, EC Sales Lists if applicable)

3. **For each deadline provide:**
   - Official Deadline Date
   - Bookkeeper Action Date (5 working days buffer)
   - Specific Form/Reference (e.g., VAT Return Period '24Q2')
   - Payment Amount Estimate (if [INCLUDE_ESTIMATES] = Yes, otherwise 'TBC')
   - MTD Portal/Software notes
   - Penalty for late filing/payment

4. **CRITICAL REMINDERS SECTION:**
   - MTD for VAT software bridging requirements
   - 5% late payment interest triggers
   - Payment on Account dates (if applicable)
   - Buffer times for bank holidays/weekends

5. **QUARTERLY PLANNING VIEW**: Group deadlines by calendar quarter for strategic planning

**FORMAT RULES:**
- Use UK date format (DD/MM/YYYY)
- Highlight 'HARD DEADLINES' in bold where statutory penalties apply immediately
- Include Companies House filing deadlines calculated from the accounting reference date (ARD)
- Note any 'soft deadlines' for internal management accounts
- If [BUSINESS_TYPE] is Limited Company, ensure 9-month accounts filing deadline is calculated from year-end
- For VAT Monthly: Note that returns are due 1 month + 7 days after period end
- For VAT Quarterly: Align with the specified quarter months

**TONE:** Professional, precise, cautious (flag any assumptions), and structured for busy bookkeeping professionals.
Best Use Cases
Onboarding a new limited company client and needing to map out their first year's filing obligations across VAT, PAYE, and Companies House.
Transitioning a sole trader to limited company status and requiring a new calendar that replaces Self Assessment deadlines with Corporation Tax and Confirmation Statement dates.
Managing quarterly VAT for multiple clients with staggered quarter ends (Mar/Jun/Sep/Dec vs Feb/May/Aug/Nov) to ensure no overlaps in workload.
Preparing for MTD for Income Tax Self Assessment (MTD ITSA) implementation and needing to identify which sole trader clients need quarterly updates added to their calendar.
Conducting a year-end compliance health check to ensure no missed deadlines in the previous 12 months and to schedule the upcoming annual accounts preparation workflow.
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