Tax Compliance & MTD

Both sides of dormant company accounts filing, Companies House and HMRC, with the pitfalls that make a company active and a low-touch annual routine for agents.

Online and phone routes for HMRC payment plans compared by tax, with the information HMRC asks for and how a Time to Pay arrangement affects penalties.

A decision matrix for sorting MTD for Income Tax clients between spreadsheets with bridging software and full software, with the digital links rules explained.

The agent workflow for UK property CGT returns, from the client’s account and the authorisation link to a completion-date diary and Self Assessment reconciliation.

When to use SA370, SA371 or HMRC’s online appeal, how an agent fills in and signs SA370 for a client, and what happens if the 30-day limit has passed.

Every MTD for Income Tax quarterly deadline for 2026/27 in one table, with the first-year penalty easement and a month-by-month chase calendar for practices.

Which excuses HMRC accepts for late filing and late payment, which it rejects, and how to structure an appeal that meets the reasonable excuse test.

Companies House only cancels late filing penalties in exceptional circumstances. This guide covers the penalty bands, which grounds succeed, the appeal routes and an original letter you can adapt.

The transition for existing directors and PSCs closes in mid-November 2026. Here is how a practice can map every client’s due date, chase personal codes and track them under its ACSP registration.

Which route to use for HMRC penalty appeals on Self Assessment, Corporation Tax, VAT, PAYE and CIS, how late filing and late payment penalties differ, and how a practice keeps the 30-day window.