Tax and accounts due dates widget

The Tax and accounts due dates widget combines the information available in your VAT obligations, Corporate tax returns, Self assessment tax returns, and Accounts widgets. This makes available all deadlines for tax and accounting tasks in the same widget.

The deadlines listed are ordered by Due date and the closest five deadlines are displayed. To display all tax and account deadlines, select View all.

Use Status, Type, and Time period to filter available tax and accounts in the widget.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

How due dates are calculated

Retrieved from widget	Return type	Deadline date	Example
Self-assessment tax returns	SA100	31st January following the end of the tax year	If the tax year is 2023 (2022/2023), due date is calculated as 31st January 2024
	SA800	31st January following the end of the tax year	If the tax year is 2023 (2022/2023), due date is calculated as 31st January 2024
	SA900	31st January following the end of the tax year	If the tax year is 2023 (2022/2023), due date is calculated as 31st January 2024
	R40	No deadline date	-
Corporation tax returns	CT600	12 months after the end of the accounting period	If the accounting period is 1st April 2022 to 31st March 2023, due date is calculated as 31st March 2024
Accounts	Accounts	9 months after the end of the accounting period	If the accounting period is 1st April 2022 to 31st March 2023, due date is calculated as 31st December 2023
VAT obligations	VAT	1 month and 7 days after the end of the VAT period	If the VAT period is 1st April 2023 to 30th June 2023, due date is calculated as 7th August 2023