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Accounts Preparer

Statutory accounts & tax filings

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Turn bank statements and receipts into submission-ready UK accounts. Limited companies: FRS 105 annual accounts (Companies House), CT600 tax return (HMRC), and review PDF. Sole traders: income tax, Class 4 NIC, and SA103 Self Employment pages.

Start Filing

Create a filing session. Resolves jurisdiction, determines required filings and documents, returns a checklist of what to upload.

Returns: Session ID, accounting standard, required documents checklist, and submission deadlines for each filing authority
Upload Documents

Upload financial documents (bank statements, invoices, receipts). Extracts transactions and flags low-confidence items. Repeatable — call multiple times as documents become available.

Returns: Extracted transactions with dates, descriptions, amounts, confidence scores, and a list of items needing clarification
Classify Transactions

Categorise all transactions to chart of accounts codes using double-entry bookkeeping. Surfaces ambiguous items as questions. Repeatable — call again with answers.

Returns: Classified transactions with account codes, trial balance, and any ambiguous items surfaced as questions for the user to answer
Generate Accounts

Compute P&L, balance sheet, and corporation tax from the classified trial balance. All arithmetic uses integer pence — no floating-point rounding errors.

Returns: P&L account, balance sheet, and corporation tax computation including marginal relief where applicable
Generate Review PDF

Produce an A4 PDF of the statutory accounts for director review and sign-off before submitting to Companies House and HMRC.

Returns: Path to the generated A4 PDF and page count — present to the user for review before calling generate_filing
Generate Filing

Produce submission-ready filing package: iXBRL annual accounts for Companies House and CT600 XML for HMRC. Requires prior review approval.

Returns: Filing package with CT600 XML for HMRC and FRS105 iXBRL for Companies House, plus file paths for each submission
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v0.032026-04-04
  • S455 tax rate updated to 35.75% for loans made on or after 6 April 2026 (Finance Act 2025 — dividend upper rate increase); pre-2026 loans remain at 33.75%
  • Capital allowances: main pool writing-down allowance reduced from 18% to 14% from 1 April 2026 (Finance Act 2025); hybrid rate computed automatically for periods straddling that date
  • Capital allowances: new 40% first-year allowance (new_fya pool) added for main rate expenditure from 1 January 2026 — available where full expensing does not apply
  • FRS 105 thresholds updated for accounting periods starting on or after 6 April 2025: turnover threshold raised to £1,000,000, balance sheet threshold raised to £500,000 (SI 2024/1303)
  • Income tax band calculation corrected for the personal allowance taper zone (income £100,000–£125,140): higher rate band now correctly widens as the personal allowance reduces
  • Payments on account flag now correctly applies both TMA 1970 s59A conditions: liability over £1,000 AND less than 80% collected at source
  • Self Assessment filing deadlines now derived from the tax year end (5 April), not the accounting period end — fixes deadline for non-5-April period ends under basis period reform
  • Capital allowances: full expensing disposals now generate a balancing charge equal to disposal proceeds; accounting periods up to 18 months (first-year companies) now accepted
  • First-period caveat: start_filing now warns that Companies House allows 21 months from incorporation for first accounts (Companies Act 2006 s394A)
  • iXBRL: added required xmlns:xlink namespace declaration; transformation format corrected to ixt:num-dot-decimal (2020-02-12 spec)
v0.022026-04-03
  • Added Corporation Tax payment deadline (9 months and 1 day after period end) as a separate filing requirement
  • Corporation Tax and Self Assessment outputs now clearly labelled as draft computation summaries for accountant review; all figures include CT600/SA103F box references
  • Added full sole trader support: income tax (2025/26 rates with personal allowance taper), Class 4 NIC, SA103 Self Employment pages including NIC figures
v0.012026-04-03
  • Initial release: UK micro-entity (FRS105) limited company accounts — CT600 draft computation, annual accounts (iXBRL), and review PDF

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