Target Date |
Work Item |
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|
28-Feb |
- Calculate monthly drawings for following year
- Advise client of suggested drawings
- Prepare estimates of NHS profits to calculate monthly superannuation deductions for following year
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|
31-Mar |
- Check adjustment for balance of superannuation payable in respect of previous year has been correctly deducted from monthly GMS/PMS statement
|
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30-Apr |
- Agree date for visit to surgery to deal with detailed accounts work
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30-Jun |
- Based on draft accounts, consider whether on account superannuation deductions for current year are adequate and advise on any amendments
- Send reminders for any personal expense details not already received
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15-Jul |
- Confirm tax payments due on 31 July and send payslips if approrpriate
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|
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31-Jul |
- Send first draft accounts to doctors for consideration
- Obtain information to complete doctors personal expense claims
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31-Aug |
- Arrange meeting with doctors to review draft accounts
- Provide comparison with AISMA benchmark
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30-Sep |
- Send final accounts to doctors
- Provide initial forecast of tax payments due on following 31 January and 31 July
- Update previous drawings forecasts
- Circulate Edmund Carr GP Practice Survey
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31-Oct |
- Obtain signed expense claims for all doctors
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|
|
30-Nov |
- Complete partnership tax return and send for signature
- Complete personal tax returns and send for signature
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15-Dec |
- File all tax returns
- Send certificates of NHS profits for superannuation purposes for signature
- Advise on balances of superannuation payable
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31-Dec |
- Advise on final tax payments due on following 31 January and 31 July
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15-Jan |
- Confirm tax payments due on 31 January and send payslips if appropriate
- File signed certificates of superannuable profits with PCT and advise PCT of balances payable
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15-Feb |
- Deal with National Insurance refunds for individual doctors if appropriate
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