{"id":35634,"date":"2024-10-10T10:04:51","date_gmt":"2024-10-10T09:04:51","guid":{"rendered":"https:\/\/taxfix.com\/en-uk\/?p=35634"},"modified":"2025-06-04T11:24:04","modified_gmt":"2025-06-04T10:24:04","slug":"what-documents-do-i-need-to-file-my-company-tax-return","status":"publish","type":"post","link":"https:\/\/taxfix.com\/en-uk\/limited-companies\/what-documents-do-i-need-to-file-my-company-tax-return\/","title":{"rendered":"What documents do I need to file my company tax return?"},"content":{"rendered":"\n

Ready to tackle your company tax return? Then, buckle up! This journey involves a bit of paperwork, but we\u2019ve got your back. So, what should you gather? Bank statements, bookkeeping<\/a> records and last year\u2019s tax return for starters. <\/p>\n\n\n\n

Consider this your guide to assembling everything you need for a hassle-free filing experience, after all, we\u2019re here to make the ride a lot <\/em>smoother \u2728<\/p>\n\n\n\n

What is a company tax return?<\/h2>\n\n\n\n

A company tax return<\/strong> <\/span>is not just a form; it includes the CT600<\/a>, your company accounts and supporting documents. Every UK company registered with Companies House<\/a> must file a CT600 form annually. <\/p>\n\n\n\n

This rule applies to big players like limited companies and public limited companies (PLCs), as well as clubs, societies and associations.<\/p>\n\n\n\n

In a nutshell, if your company\u2019s on HMRC’s radar, you\u2019ll need to complete and submit a CT600 form each year \ud83d\udcc5<\/p>\n\n\n<\/div> \n\n

\n \n
\n\n \n

Get your company tax return sorted<\/h2>\n\n \n \n
\n

Let us handle your year-end accounts and corporate tax return so that you can focus on, well, literally anything else. We\u2019ll match you with an accredited accountant to take care of the heavy lifting, all for a low, fixed fee.<\/p>\n<\/div>\n <\/div>\n\n \n \n

\n\n Get started<\/a>\n\n\n <\/div>\n\n \n <\/div>\n<\/div> \n\n
\n\n\n\n\n

What documents do I need to file my company tax return?  <\/h2>\n\n\n\n

Ok, now it\u2019s time for the juicy part! To file your company tax return<\/strong>, here\u2019s what you\u2019ll need to have to hand: <\/p>\n\n\n\n

1. Bank statements<\/h3>\n\n\n\n

Bank statements are your company tax return\u2019s best friend. They spill the beans on every financial move you\u2019ve made all year – no secrets here \ud83e\udd79<\/p>\n\n\n\n

They are used to calculate your business\u2019s overall profits<\/a> by tracking income, expenses and any other financial transactions. Plus, they\u2019ll save you from any awkward run-ins with HMRC over \u2018missing\u2019 information. <\/p>\n\n\n\n

2. Bookkeeping records\u00a0<\/h3>\n\n\n\n

Accurate bookkeeping is essential for tax filing. Whether you\u2019re rocking old-school spreadsheets or fancy digital tools, you\u2019ve got to keep those finances neat. We\u2019re talking income, expenses<\/a> and any adjustments you made along the way. <\/p>\n\n\n\n

Using digital bookkeeping software (like ours<\/a>) can streamline the process, making it easier to extract the data needed for your company tax return<\/strong> \ud83d\udcbb<\/p>\n\n\n\n

3. VAT records\u00a0<\/h3>\n\n\n\n

If your company is VAT<\/a> registered, you must keep a close eye on all VAT ins and outs. That\u2019s every penny collected on sales and spent on purchases. Keeping your VAT records in check isn\u2019t just a good idea, it\u2019s a must if you want to keep HMRC off your case. <\/p>\n\n\n\n

What happens when you forget to submit these records, you ask? Well, that could lead to some not-so-fun penalties or a miscalculated tax bill. <\/p>\n\n\n\n

4. Previous year\u2019s tax return and year-end accounts<\/h3>\n\n\n\n

Your previous year\u2019s tax return and year-end accounts<\/a> provide HMRC with a snapshot of your company\u2019s financial history – hits, misses and everything in between. It allows HMRC to compare year-on-year performance and identify discrepancies. <\/p>\n\n\n\n

Plus, last year\u2019s numbers are like your cheat sheet for completing your current return, as much of the data from last year can act as a reference point for this year\u2019s filing \ud83d\ude4c<\/p>\n\n\n\n

5. Payroll documents\u00a0<\/h3>\n\n\n\n

If your company employs staff, you must submit payroll<\/a> records, which document employees\u2019 wages, bonuses, benefits and tax deductions. These records are your ticket to making sure PAYE<\/a> and National Insurance<\/a> contributions are squared away. <\/p>\n\n\n\n

Think of it as your financial housekeeping – keep everything neat and tidy and HMRC won\u2019t come knocking\u00a0\u270a<\/p>\n\n\n\n

6. Loan and credit documents\u00a0<\/h3>\n\n\n\n

If your business has taken out any loans or credit agreements, these documents must be included in your tax return. Loan arrangements, interest payments and repayment schedules are all necessary to ensure that any debt-related expenses or liabilities are properly reported. <\/p>\n\n\n\n

Plus, HMRC might want to take a peek at this information to verify that your financial statements accurately reflect your company\u2019s borrowing and lending activities.<\/p>\n\n\n\n

7. Funding, grants or investment documents\u00a0<\/h3>\n\n\n\n

If your business has received any external funding, such as grants or investments, HMRC wants to know about it.Why? Because they could impact your taxable income and if you want to keep things squeaky clean, proper documentation is key.<\/p>\n\n\n\n

Think of it as your way of showing off how much support you\u2019ve attracted this year. And after all, a transparent tax return is a happy tax return! <\/p>\n\n\n\n

8. Asset registers\u00a0\u00a0<\/h3>\n\n\n\n

If your business owns significant assets, such as property, equipment or vehicles, you\u2019ll need to provide an asset register documenting these \ud83d\ude97<\/p>\n\n\n\n

This handy list tracks their value, purchase date and depreciation over time, which is useful when it comes to claiming tax reliefs like capital allowances. Keeping this info up-to-date helps ensure your assets are accurately reported in your return.<\/p>\n\n\n<\/div> \n\n

\n
\n

Don\u2019t forget your Companies House authentication code, UTR number<\/a> and details from your previous accountant (if you used one). \ud83d\udea8<\/p>\n\n <\/div>\n<\/div> \n\n

\n\n\n\n\n

Ready to go? <\/h2>\n\n\n\n

Great! Before paying corporation tax, ensure your company is registered with Companies House. If you registered by post, through software or used an agent, handle tax registration separately. \ud83d\udcee

For deadlines, payments and filing info, read our article here<\/a>. Missed a payment? Call HMRC at 0300 200 3410<\/strong>. \u260e\ufe0f<\/p>\n\n\n<\/div> \n\n

\n \n
\n\n \n

Avoid the headache… <\/h2>\n\n \n \n
\n

of a late company tax return. Our accredited accountants will ensure everything is filed on time or request an extension if necessary, so you stay compliant without the hassle.<\/p>\n<\/div>\n <\/div>\n\n \n \n

\n\n Start up now<\/a>\n\n\n <\/div>\n\n \n <\/div>\n<\/div> \n\n
\n\n","protected":false},"excerpt":{"rendered":"

Ready to tackle your company tax return? Then, buckle up! This journey involves a bit of paperwork, but we\u2019ve got your back. So, what should you gather? Bank statements, bookkeeping records and last year\u2019s tax return for starters.  Consider this your guide to assembling everything you need for a hassle-free filing experience, after all, we\u2019re […]<\/p>\n","protected":false},"author":45,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[503],"tags":[102,348,415],"class_list":["post-35634","post","type-post","status-publish","format-standard","hentry","category-limited-companies","tag-hmrc","tag-income-tax","tag-tax-return-basics"],"acf":[],"yoast_head":"\nWhat documents do I need to file my company tax return? – Taxfix<\/title>\n<meta name=\"description\" content=\"Ready to file your company tax return? Gather bank statements, bookkeeping records and your CT600 form for a smooth filing process!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/taxfix.com\/en-uk\/limited-companies\/what-documents-do-i-need-to-file-my-company-tax-return\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What documents do I need to file my company tax return? – Taxfix\" \/>\n<meta property=\"og:description\" content=\"Ready to file your company tax return? Gather bank statements, bookkeeping records and your CT600 form for a smooth filing process!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/taxfix.com\/en-uk\/limited-companies\/what-documents-do-i-need-to-file-my-company-tax-return\/\" \/>\n<meta property=\"og:site_name\" content=\"Taxfix\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/taxfix_uk\" \/>\n<meta property=\"article:published_time\" content=\"2024-10-10T09:04:51+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-04T10:24:04+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxfix.com\/en-uk\/wp-content\/uploads\/eyJhc3NldF9pZCI6NTY3OH0_taxfix-gmbh_UwIjumOzeyPqNyDgJ1bVY_OROVADgg2mBtzSX1XQ7A0.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"628\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Mollie\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@Taxfix\" \/>\n<meta name=\"twitter:site\" content=\"@Taxfix\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/taxfix.com\/en-uk\/limited-companies\/what-documents-do-i-need-to-file-my-company-tax-return\/\",\"url\":\"https:\/\/taxfix.com\/en-uk\/limited-companies\/what-documents-do-i-need-to-file-my-company-tax-return\/\",\"name\":\"What documents do I need to file my company tax return? – Taxfix\",\"isPartOf\":{\"@id\":\"https:\/\/taxfix.com\/en-uk\/#website\"},\"datePublished\":\"2024-10-10T09:04:51+00:00\",\"dateModified\":\"2025-06-04T10:24:04+00:00\",\"author\":{\"@id\":\"https:\/\/taxfix.com\/en-uk\/#\/schema\/person\/2da02ba7d80facf0068da44263bb0ead\"},\"description\":\"Ready to file your company tax return? Gather bank statements, bookkeeping records and your CT600 form for a smooth filing process!\",\"breadcrumb\":{\"@id\":\"https:\/\/taxfix.com\/en-uk\/limited-companies\/what-documents-do-i-need-to-file-my-company-tax-return\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/taxfix.com\/en-uk\/limited-companies\/what-documents-do-i-need-to-file-my-company-tax-return\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/taxfix.com\/en-uk\/limited-companies\/what-documents-do-i-need-to-file-my-company-tax-return\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/taxfix.com\/en-uk\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"What documents do I need to file my company tax return?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/taxfix.com\/en-uk\/#website\",\"url\":\"https:\/\/taxfix.com\/en-uk\/\",\"name\":\"Taxfix\",\"description\":\"Taxes as they should be done\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/taxfix.com\/en-uk\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/taxfix.com\/en-uk\/#\/schema\/person\/2da02ba7d80facf0068da44263bb0ead\",\"name\":\"Mollie\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/taxfix.com\/en-uk\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/12adc7f6ab07616d55d039644bdc1259ce503f4accedbd99bfd2a01ca03f73ba?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/12adc7f6ab07616d55d039644bdc1259ce503f4accedbd99bfd2a01ca03f73ba?s=96&d=mm&r=g\",\"caption\":\"Mollie\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"What documents do I need to file my company tax return? – Taxfix","description":"Ready to file your company tax return? Gather bank statements, bookkeeping records and your CT600 form for a smooth filing process!","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/taxfix.com\/en-uk\/limited-companies\/what-documents-do-i-need-to-file-my-company-tax-return\/","og_locale":"en_GB","og_type":"article","og_title":"What documents do I need to file my company tax return? – Taxfix","og_description":"Ready to file your company tax return? Gather bank statements, bookkeeping records and your CT600 form for a smooth filing process!","og_url":"https:\/\/taxfix.com\/en-uk\/limited-companies\/what-documents-do-i-need-to-file-my-company-tax-return\/","og_site_name":"Taxfix","article_publisher":"https:\/\/www.facebook.com\/taxfix_uk","article_published_time":"2024-10-10T09:04:51+00:00","article_modified_time":"2025-06-04T10:24:04+00:00","og_image":[{"width":1200,"height":628,"url":"https:\/\/taxfix.com\/en-uk\/wp-content\/uploads\/eyJhc3NldF9pZCI6NTY3OH0_taxfix-gmbh_UwIjumOzeyPqNyDgJ1bVY_OROVADgg2mBtzSX1XQ7A0.jpg","type":"image\/jpeg"}],"author":"Mollie","twitter_card":"summary_large_image","twitter_creator":"@Taxfix","twitter_site":"@Taxfix","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/taxfix.com\/en-uk\/limited-companies\/what-documents-do-i-need-to-file-my-company-tax-return\/","url":"https:\/\/taxfix.com\/en-uk\/limited-companies\/what-documents-do-i-need-to-file-my-company-tax-return\/","name":"What documents do I need to file my company tax return? – Taxfix","isPartOf":{"@id":"https:\/\/taxfix.com\/en-uk\/#website"},"datePublished":"2024-10-10T09:04:51+00:00","dateModified":"2025-06-04T10:24:04+00:00","author":{"@id":"https:\/\/taxfix.com\/en-uk\/#\/schema\/person\/2da02ba7d80facf0068da44263bb0ead"},"description":"Ready to file your company tax return? Gather bank statements, bookkeeping records and your CT600 form for a smooth filing process!","breadcrumb":{"@id":"https:\/\/taxfix.com\/en-uk\/limited-companies\/what-documents-do-i-need-to-file-my-company-tax-return\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/taxfix.com\/en-uk\/limited-companies\/what-documents-do-i-need-to-file-my-company-tax-return\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/taxfix.com\/en-uk\/limited-companies\/what-documents-do-i-need-to-file-my-company-tax-return\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/taxfix.com\/en-uk\/"},{"@type":"ListItem","position":2,"name":"What documents do I need to file my company tax return?"}]},{"@type":"WebSite","@id":"https:\/\/taxfix.com\/en-uk\/#website","url":"https:\/\/taxfix.com\/en-uk\/","name":"Taxfix","description":"Taxes as they should be done","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/taxfix.com\/en-uk\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Person","@id":"https:\/\/taxfix.com\/en-uk\/#\/schema\/person\/2da02ba7d80facf0068da44263bb0ead","name":"Mollie","image":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/taxfix.com\/en-uk\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/12adc7f6ab07616d55d039644bdc1259ce503f4accedbd99bfd2a01ca03f73ba?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/12adc7f6ab07616d55d039644bdc1259ce503f4accedbd99bfd2a01ca03f73ba?s=96&d=mm&r=g","caption":"Mollie"}}]}},"_links":{"self":[{"href":"https:\/\/taxfix.com\/en-uk\/wp-json\/wp\/v2\/posts\/35634","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/taxfix.com\/en-uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/taxfix.com\/en-uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/taxfix.com\/en-uk\/wp-json\/wp\/v2\/users\/45"}],"replies":[{"embeddable":true,"href":"https:\/\/taxfix.com\/en-uk\/wp-json\/wp\/v2\/comments?post=35634"}],"version-history":[{"count":29,"href":"https:\/\/taxfix.com\/en-uk\/wp-json\/wp\/v2\/posts\/35634\/revisions"}],"predecessor-version":[{"id":39930,"href":"https:\/\/taxfix.com\/en-uk\/wp-json\/wp\/v2\/posts\/35634\/revisions\/39930"}],"wp:attachment":[{"href":"https:\/\/taxfix.com\/en-uk\/wp-json\/wp\/v2\/media?parent=35634"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/taxfix.com\/en-uk\/wp-json\/wp\/v2\/categories?post=35634"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/taxfix.com\/en-uk\/wp-json\/wp\/v2\/tags?post=35634"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}