Adding clients

Fields that drive dates

• Entity type — limited company, sole trader or partnership. This decides which obligations exist at all.
• Accounting reference date — the year-end. Drives annual accounts (+9 months), Corporation Tax payment (+9 months and 1 day) and the CT600 (+12 months).
• Incorporation date — used for the first confirmation statement and for the first-accounting-period rules.
• Last confirmation statement date — the confirmation statement is the review period end plus 14 days.
• VAT registered, scheme and stagger — the VAT return and payment are period end plus 1 month and 7 days, so the stagger group decides which months.
• Self Assessment — 31 October on paper, 31 January online and for the balancing payment, 31 July for the second payment on account.
• Payroll — monthly PAYE on the 22nd, P60 by 31 May, P11D by 6 July if you tick P11D required.

Importing from a spreadsheet

1. 1

   Export what you already have

   Most practices have this in their practice management system or a spreadsheet. One row per client, with the dates as dates.

2. 2

   Clients → Import

   Upload the CSV and map your column headings to FilingKeeper's fields. The mapping is remembered for the file you are importing.

3. 3

   Read the preview

   It shows what will be created and lists rows it could not read, with the reason. Fix those in the spreadsheet and re-upload — nothing has been written yet.

4. 4

   Confirm, then generate

   After importing, press Generate deadlines. Every imported client gets its full schedule.

Dormant companies

Tick Dormant on a company that is dormant for Corporation Tax. FilingKeeper then flags CT for manual review instead of calculating a date, because a dormant company's position depends on facts the system cannot see.

Companies House obligations — accounts and the confirmation statement — still generate as normal.

Changing a client later

Edit the client and regenerate. FilingKeeper refreshes the dates but never touches work you have already done: a filing you marked submitted stays submitted, with the same timestamp, the same person, and its proof attached.