Corporation Tax Records & Schedules Preparation

What this service covers

You get the structured schedules and supporting information needed to prepare an accurate corporation tax return, based on your accounts and underlying records. This typically includes:

• Reconciliation from bookkeeping and accounts to taxable profit
• Analysis of income and expense categories relevant for corporation tax
• Identification of disallowable and allowable expenses
• Accruals, prepayments, depreciation and other common adjustments
• Capital allowance schedules and fixed asset movements (where applicable)
• Director loan account and dividends support (owner-managed companies)
• Losses brought forward or carried back support (where relevant)
• A clear set of workings you can keep on file for compliance

Who this is most useful for

This service suits limited companies that want confidence their corporation tax position is accurate and properly evidenced. It is particularly helpful if:

• You are time-poor and want the tax schedules handled correctly
• Your bookkeeping is up to date, but you are unsure what adjustments are needed for tax
• You have assets, mileage, subsistence, or mixed-use costs and need the right treatment
• You want cleaner records and fewer last-minute questions at filing time
• You want to reduce the risk of missed reliefs or avoidable HMRC queries

How the preparation process works

We start by agreeing the year (or period) covered and collecting the key records, usually your trial balance, nominal ledger, bank data, payroll summaries, and any dividend or loan account information. We then review the figures, raise targeted questions where something looks unclear, and prepare the tax schedules and workings.

If anything is missing or inconsistent, we will highlight it early and set out exactly what is needed to complete the schedules without guesswork.

What you receive

You receive a set of schedules and supporting workings that are ready to be used for corporation tax computation and filing. The output is designed to be clear, consistent, and easy to follow, so you know what was adjusted and why.

After delivery: keeping things simpler next year

Once the schedules are complete, we can suggest practical improvements to make next year quicker, such as better expense categorisation, cleaner director loan tracking, and simple monthly checks. This helps reduce year-end workload and improves the quality of your ongoing financial information.