← All prebuilt solutions
Bookkeeping & Compliance

Filing Deadline Tracker

Every UK filing and payment deadline for every client – on one screen

£20

Secure checkout. Your download link is sent as soon as payment clears.

Filing Deadline Tracker

Overview

Missing a filing deadline costs money – Companies House fines start at £150, a late Company Tax Return now costs £200, a late Self Assessment return £100 – and it damages trust. This workbook works out the statutory deadlines for every business you look after from a handful of details (entity type, year end, VAT stagger and so on), shows which are overdue, which are due soon and which are done, and lays out the year ahead month by month. It suits a business owner with one or two companies just as well as a small accountancy or bookkeeping practice with up to 100 clients.

Price
£20
Who it’s for
Bookkeeping & Compliance
Works with
Microsoft Excel for Windows and Mac
Buy now

See how it works

A walk through the main sheets

The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.

Step 1

Clients

One row per client or entity – the details the deadlines are calculated from. What you do: enter the yellow columns.

Clients
Tracker

Step 2

Tracker

Every client's current deadline for each of the nine types, with Period, Due, Done and Status. What you do: type the date you file or pay in the yellow Done column.

Step 3

Calendar

A count of deadlines per type per month, then a client-by-client grid for the next 12 months. What you do: nothing to enter.

Calendar
Month View

Step 4

Month View

Every deadline falling in one month, in date order, with status – a printable to-do list. What you do: pick a month from the drop-down.

Who it is for

Made for people like you

  • Example – text
  • Small accountancy & bookkeeping practices – One tracker for the whole client list, with a manager per client, a 12-month workload calendar and a printable to-do list for any month.
  • Business owners & directors – Never miss a Companies House, HMRC or VAT deadline for your own company, partnership or property business.
  • Landlords & sole traders – Self Assessment, payments on account and – from April 2026 – Making Tax Digital quarterly updates in one place.

Quick start

Up and running in minutes

  1. Example – text
  1. Settings – Type your practice or business name, check the 'as at' date is =TODAY(), and list your team (up to 10 names) so you can assign a manager to each client.
  2. Clients – Add one row per client or entity. Pick the entity type, then fill in the yellow cells that apply: company number, incorporation date and year end for companies and LLPs; VAT registered and stagger; payroll; confirmation statement date; payments on account; MTD status.
  3. Check the Checks column – Anything missing or inconsistent is flagged in amber – for example 'Add year end' or 'MTD: income suggests …'. Fix these first.
  4. Tracker – record what's already done – For each deadline that is showing Overdue only because you haven't told the workbook about it yet, type the date it was filed or paid in the yellow Done column.
  5. Work from the Dashboard – Each morning, look at the Overdue and Next 10 lists. When you file or pay something, type the date in the Tracker's Done column and it turns green.
  6. Plan ahead – Use the Calendar to see busy months and the Month View to print a to-do list for any month.

Key features

  • Works out Companies House, corporation tax, confirmation statement, VAT, Self Assessment, payments on account, P11D and MTD for Income Tax deadlines from a few details per client.
  • Traffic-light tracker: type the date you file or pay and it turns green – overdue items turn red, anything due in the next 30 days turns amber.
  • Rolls forward automatically to the next period once a due date passes, so the tracker never needs resetting.
  • 12-month calendar, printable month-by-month to-do list, dashboard with the next 10 deadlines, and a penalties reference checked against GOV.UK.

What’s included

  • Dashboard – Overdue, due soon and the year ahead
  • Settings – Practice name, as at date and team
  • Clients – One row per client or entity
  • Tracker – Every current deadline and its status
  • Calendar – What's due each month for 12 months
  • Month View – Printable list for any month
  • Penalties & Rules – Deadline rules and late penalties
  • Guide – How to use this workbook

How buying works

Your file is only released once payment has cleared.

1

Click Buy now

You are taken to our secure checkout.

2

Pay securely

Checkout takes a minute and you get a receipt by email.

3

Download your file

Your download link arrives as soon as payment clears.

Explore the range

Need it tailored to your business?

We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.

Part of AML Finance Group

Need an accountant too?

Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.

Visit AML Accountancy Solutions