Annual GP Work Programme Illustration

Target Date
Work Item
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
31-Mar
  • Check adjustment for balance of superannuation payable in respect of previous year has been correctly deducted from monthly GMS/PMS statement
30-Apr
  • Agree date for visit to surgery to deal with detailed accounts work
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
15-Jul
  • Confirm tax payments due on 31 July and send payslips if approrpriate
31-Jul
  • Send first draft accounts to doctors for consideration
  • Obtain information to complete doctors personal expense claims
31-Aug
  • Arrange meeting with doctors to review draft accounts
  • Provide comparison with AISMA benchmark
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
31-Oct
  • Obtain signed expense claims for all doctors
30-Nov
  • Complete partnership tax return and send for signature
  • Complete personal tax returns and send for signature
15-Dec
  • File all tax returns
  • Send certificates of NHS profits for superannuation purposes for signature
  • Advise on balances of superannuation payable
31-Dec
  • Advise on final tax payments due on following 31 January and 31 July
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
15-Feb
  • Deal with National Insurance refunds for individual doctors if appropriate
uk200Groupbacs.gifxero-sm.pngquickbooks-sm.pngsage