The 20 services every new firm starts with, and their due dates. "Statutory" services appear in the Statutory deadlines missed report. Change any rule to suit the firm (step 4.2); Add back the standard services restores deleted ones.
| Service (code) | Line | How often | Due | Statutory |
|---|---|---|---|---|
| Monthly bookkeeping (BOOK) | Accounting | Monthly | 15 days after the month end | |
| Management accounts (MGMT) | Accounting | Monthly | 20 days after the month end | |
| Annual financial statements (AFS) | Accounting | Yearly (financial year) | 6 months after the year end | |
| VAT return and payment (VAT) | Tax and compliance | Monthly | 21st of the following month | Yes |
| Withholding tax remittance and schedule (WHT) | Tax and compliance | Monthly | 21st of the following month | Yes |
| Companies income tax and development levy return (CIT) | Tax and compliance | Yearly (financial year) | 6 months after the year end | Yes |
| Personal income tax self-assessment (PIT) | Tax and compliance | Yearly | 31 March of the following year | Yes |
| Tax audit or enquiry response (TAXQ) | Tax and compliance | Once | Set by hand | |
| Payroll processing (PAYR) | Payroll | Monthly | 25th of the month | |
| PAYE remittance (PAYE) | Payroll | Monthly | 10th of the following month | Yes |
| Pension remittance (PEN) | Payroll | Monthly | 9th of the following month (or the client's day) | Yes |
| NHF remittance (NHF) | Payroll | Monthly | 10th of the following month | Yes |
| NSITF contribution (NSITF) | Payroll | Monthly | 16th of the following month | Yes |
| ITF contribution (ITF) | Payroll | Yearly | 1 April of the following year | Yes |
| Employer's annual return, Form H1 (H1) | Payroll | Yearly | 31 January of the following year | Yes |
| Statutory audit (AUD) | Audit and assurance | Yearly (financial year) | 6 months after the year end | Yes |
| CAC annual return — company (CACCO) | Company secretarial | Yearly | 42 days after the client's AGM | Yes |
| CAC annual return — business name (CACBN) | Company secretarial | Yearly | 30 June each year | Yes |
| CAC annual return — incorporated trustees (CACIT) | Company secretarial | Yearly | 31 December each year | Yes |
| Advisory project (ADV) | Consulting and advisory | Once | Set by hand |