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