GP Work Programme

The annual work we put in for our GP clients.

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

The latest news

06 Jan 2025

HMRC urges self assessment taxpayers to spread the cost

HMRC is reminding people who pay tax by self assessment of the opportunity to spread the cost of their bill with the Time to Pay facility.

06 Jan 2025

HMRC could save millions of hours with tracking system

HMRC could save an estimated 1.7 million hours of call handlers' time every year if it implemented an automated status tracking system, according to two of the leading bodies for tax advisers and chartered accountants.

06 Jan 2025

Government launches Industrial Strategy Advisory Council

The UK government has launched a new Industrial Strategy Advisory Council which brings together business leaders from across the UK to offer advice.

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GP Work Programme

The latest news

HMRC urges self assessment taxpayers to spread the cost

HMRC could save millions of hours with tracking system

Government launches Industrial Strategy Advisory Council