Annual Accounts & Tax Return Services

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Annual Accounts & Tax Return Services

Annual Accounts & Tax Return Services help UK businesses meet their legal obligations by preparing accurate year-end accounts and submitting tax returns to HMRC. This service is essential for limited companies, sole traders, and partnerships looking to stay compliant, minimise tax risk, and keep their finances in order.

Page Contents

What are Annual Accounts & Tax Return Services
What Annual Accounts & Tax Return Services Includes
Why Annual Accounts & Tax Return Services Matter
The Current Landscape (With Stats)
Who Needs Annual Accounts & Tax Return Services
Common Problems Annual Accounts & Tax Return Services Solve
How We Deliver Annual Accounts & Tax Return Services
Key Insights from Leading Sources
Is This Service Right for You?
Ready to Take Control of Your Finances?

What Annual Accounts & Tax Return Services Includes

  • Preparation and submission of statutory accounts to Companies House
  • Completion and electronic filing of Corporation Tax returns (CT600)
  • Alignment with Making Tax Digital (MTD) for Corporation Tax
  • Tax-efficient treatment of dividends, expenses, and allowances
  • Capital allowance calculations for plant, equipment, and assets
  • Review of director’s loans, shareholder funds, and reserves
  • Self Assessment returns for directors or sole traders (if needed)
  • Digital documentation and secure record-keeping
  • Direct communication with HMRC and Companies House on your behalf
     

Why Annual Accounts & Tax Return Services Matter

Annual accounts and tax returns are more than a box-ticking exercise. They:

  • Ensure compliance with HMRC and Companies House deadlines
  • Prevent penalties for late or incorrect submissions
  • Provide visibility over profit, tax liabilities, and retained earnings
  • Help business owners make informed financial decisions
  • Support tax efficiency and long-term planning
  • Reduce admin time and improve record accuracy
  • Enable access to finance or investment with clean, professional accounts
     

The Current Landscape (With Stats)

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Sources: Financial Times headline on Companies House penalties 2023-24; Companies House business plan and digital filing data; HMRC Corporation Tax statistics commentary.
 

Who Needs Annual Accounts & Tax Return Services

  • Limited companies (Ltd) and LLPs
  • Sole traders and partnerships with complex finances
  • SMEs and startups nearing their year-end
  • Contractors and consultants operating through a company
  • Businesses looking to reduce tax liabilities
  • Company directors requiring Self Assessment assistance
     

Common Problems Annual Accounts & Tax Return Services Solve

  • Missed Companies House or HMRC deadlines
  • Incorrect profit reporting and tax miscalculations
  • Unclaimed tax allowances or reliefs
  • Mismanagement of dividends and director’s loans
  • Confusion around MTD and digital record-keeping
  • Lack of visibility into overall financial performance
     

How We Deliver Annual Accounts & Tax Return Services

  • Use of leading cloud software: Xero, QuickBooks, FreeAgent, Sage
  • Monthly or quarterly bookkeeping support to keep data accurate
  • Timely preparation and review of annual accounts
  • Full compliance with Making Tax Digital and digital submissions
  • Tailored guidance on allowable deductions and reliefs
  • Access to professional advice year-round - not just at year-end
  • Secure handling of your financial records and filing deadlines
  • Proactive reminders so you never miss important dates
     

Key Insights from Leading Sources

  • Filing errors are common: According to AAT, over 10% of small businesses file incorrect accounts due to lack of understanding or human error. Professional review greatly reduces risk.
  • Penalties escalate quickly: Companies House fines range from £150 to £1,500 for late filings. Repeat offences double the amount automatically.
  • Digital submissions are now the norm: Over 95% of accounts and returns are submitted electronically. Businesses still using manual systems risk non-compliance.
  • Tax reliefs often go unclaimed: Thousands of SMEs fail to take advantage of capital allowances, R&D tax relief, or marginal rate tax bands, missing out on meaningful savings.
  • Accurate accounts are key to borrowing: Clean, up-to-date annual accounts are often required when applying for funding, investment, or tenders.
     

Is This Service Right for You?

If you run a UK business - especially a limited company - you must submit annual accounts and tax returns. Whether you want to improve compliance, avoid penalties, or gain confidence in your numbers, this service ensures nothing is missed and everything is handled professionally.
 

Ready to Take Control of Your Finances?

Speak to us today about how we can help prepare and file your annual accounts and tax returns. We’ll handle the deadlines so you can focus on running your business.

 

Last updated August 2025. Written and reviewed by Allied Financial Group’s in-house team of qualified accountants, tax specialists, and marketing consultants. All services comply with UK regulatory standards. This content is based on publicly available sources and internal industry knowledge.

What Our Annual Accounts & Tax Return Services Include

Simple, accurate reporting that keeps your business compliant and ready for HMRC. No jargon. No delays. Just complete year-end support.

Year-end statutory accounts preparation
Corporation Tax (CT600) return filing
Companies House submissions
HMRC compliance checks and reviews
Tax efficiency recommendations

Frequently Asked Questions

Absolutely. Year-end accounts preparation is not just about compliance; it's also a valuable opportunity for tax planning.

As we prepare your accounts, we can identify potential tax efficiencies, advise on allowable expenses, capital allowances, and other strategies to legally minimise your Corporation Tax liability. We can also help you understand the tax implications of your financial decisions and ensure you are taking advantage of all available reliefs and exemptions.

Not all UK companies are required to have their accounts audited. Small companies generally qualify for an audit exemption if they meet at least two of the following conditions: an annual turnover of no more than £10.2 million, a balance sheet total of no more than £5.1 million, and no more than 50 employees.

.However, even if exempt, some businesses choose to have an audit for added credibility or for specific stakeholder requirements. We can advise you on whether your company qualifies for an exemption and the benefits of an audit.

Late or inaccurate filing can lead to a range of penalties. Companies House imposes automatic late filing penalties that increase the longer you delay. HMRC can issue penalties for late Corporation Tax returns and may charge interest on overdue tax. Furthermore, inaccurate accounts could lead to investigations and further penalties from HMRC. Beyond financial penalties, consistent non-compliance can harm your company's reputation and creditworthiness.
 

To ensure a smooth process, we'll provide you with a clear, comprehensive checklist. Generally, we will require the following:

  • Financial Records: This includes bank statements, invoices, receipts, credit notes, and any other relevant financial documentation.
  • Company Records: Such as your company’s constitution, minutes of meetings, and relevant resolutions.
  • Payroll Information: Including payslips, P11D forms, and any pertinent employment records.
  • Tax Returns: Copies of previously filed Corporation Tax, VAT, and other relevant tax returns.
  • Other Relevant Information: Details of any significant transactions, events, or changes that occurred during the financial year.

Year-end accounts typically comprise a Balance Sheet and a Profit and Loss Statement, both of which must be prepared and submitted in accordance with HMRC regulations. Don't let the complexity of year-end accounts overwhelm you. Let the experts at AFG handle it, just as we have for countless satisfied clients. Contact us today for a free consultation – we're here to help!

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