Our 2023 range of Practical Tax Year-End and Accounting checklists cover individuals, in their private capacity and their business interests. They make essential reading for any business owner or adviser.

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Checklist type Does what

Tax Planning for the 2022/23 year-end: Private Clients

Year-end and new tax year checklist and toolkit for individual Private Clients. It can be used in conjunction with our checklists for directors, employers and self-employed individuals. 
Year-end Accounts & Tax (self-employed) A checklist to assist you in preparing accounts and completing the Self Employed section of your Self Assessment tax return, and to highlight key areas of discussion with your sole trader clients. 

Tax Planning for the 2022/23 year-end: Business Owners

Summary & checklist of key deadlines for SMEs and their owners. What tax returns and claims are due before the end of the tax year? What are my tax filing requirements? 

Company year-end tax compliance review

Tax planning and statutory compliance essentials for a company and its owners.
What do you need to do ahead of the increase in Corporation Tax? Is it time to cull redundant Associated Companies?

Tax-efficient extraction of profits: toolkit (2023/24)

This toolkit is designed to help a company and its owner decide how company profits are to be extracted.

Associated companies checklist

Running more than one company? You need to get up-to-speed with these rules ahead of the 1 April 2023 tax changes. How to determine whether your companies are associated for Corporation Tax.


Want to find more Practical tools and checklists?

Practical Tax Toolkits & Checklists (Companies): signpost
Signpost to our range of company tax compliance checklists and tax planning toolkits are designed for tax advisers and accountants

Practical Tax Toolkits & Checklists (Self Employed): signpost
Our Practical Tax Toolkits for self-employed traders are designed to ADD VALUE for tax advisers and accountants.

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