Understanding the Risk Center
4 min read
The deadlines list tells you everything. The Risk Center tells you what matters. It is the screen to open first thing, and the one to leave open.
The four lanes, in order
- Blocked — you cannot finish these because something is missing. They come first because they take the longest to clear, not because they are the nearest.
- Overdue — the statutory date has passed and it is not marked submitted. Penalty territory.
- Due this week — the next seven days.
- Due this month — everything else inside 30 days.
Blocked outranks overdue on purpose. An overdue filing you can do today is an afternoon's work; a blocked one is a week of chasing before you can even start.
Internal target dates
A statutory date is when it must be filed. An internal target date is when your practice wants it done — usually a week or two earlier.
Set one on any deadline and the Risk Center works to your date instead of the statutory one, so the buffer you build in is real rather than a note in someone's diary.
Estimated penalty exposure
Overdue items show an estimated exposure in pounds, worked out from the published penalty regimes for that filing type.
It is an estimate for prioritisation, not advice. It ignores anything only HMRC or Companies House knows — previous defaults, surcharge periods, reasonable excuse. Use it to decide what to do first, not to tell a client what they owe.
Never quote the exposure figure to a client as the penalty they will pay.
The all-clear
When nothing is blocked, overdue or due this week, the Risk Center says so plainly. That state is the product working: an empty screen here is the outcome you are paying for.
Still stuck? Get in touch.