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Operational checklist

Capture every company filing date before preparation begins.

Use this checklist to build a controlled record; always verify the actual company and HMRC dates rather than relying only on generic rules.

ResourcesUpdated 11/08/2026Reviewed 11/08/2026Prepared by Taxvie editorial teamSource review: Taxvie product and filing team
AccountantsTax agentsCompany directors

Company and authority data

Record the source and date checked for each item.

  • Company name and number
  • Accounting reference date and financial year end
  • Companies House accounts deadline
  • Corporation Tax accounting period or periods
  • Corporation Tax payment deadline or instalment dates
  • Company Tax Return filing deadline

Preparation milestones

Set internal dates before statutory cut-offs.

  • Records complete and bookkeeping closed
  • Accounts draft complete
  • Tax computation and CT600 complete
  • Independent review complete
  • Director or client approval obtained
  • Payment authorised
  • Submission buffer and rejection-resolution date

Submission evidence

Keep a separate record for each authority.

  • Exact submitted file or payload
  • Submission timestamp and reference
  • Accepted or rejected response
  • Rejected-item correction and resubmission
  • Final accounts, computation and return version
  • Payment confirmation

Use the checklist as a control, not advice

The correct filing dates and requirements depend on the company circumstances. Verify them against Companies House, HMRC notices and current official guidance.

Where professional judgement is needed

This guide explains a filing workflow, not the accounting treatment, tax position or legal duties of a particular company. Confirm the applicable accounting framework, reliefs, disclosures and filing obligations against current official guidance and, where needed, a qualified accountant or tax adviser.

FAQ

Should the accounts and CT600 share one status?

No. Track Companies House, Corporation Tax payment and HMRC return statuses separately.

What date should the checklist use?

Use the date shown for the actual company or HMRC accounting period and record when it was checked.

Why include a rejection-resolution date?

A transmission near the deadline can still be rejected. An earlier internal date leaves time to correct and resubmit.

Related content

Official sources

Checked on 2026-08-11. Official guidance takes priority if rules change.

  1. Accounts and tax returns for private limited companiesGOV.UK
  2. Company Tax ReturnsHMRC
  3. Pay your Corporation Tax billHMRC