Filing

Target filing deadline - This is defaulted automatically when the year is updated or when a Notice to file date is entered. It is the later of January 31st following the year of assessment and three months after the 'Notice to file' date where this is later then 31st October following the year of assessment.

Self assessment filed - Enter the date on which the client's Self Assessment Return was filed. This date is automatically completed in the following circumstances:

• Paper - the date is automatically completed when the return is marked as filed.
• FBI - the date is automatically completed when filed and accepted by HM Revenue & Customs.

 

Confirmation of filing received - Enter the date on which FBI confirmation of the filing of the client's Self Assessment Return was received. This date is automatically completed by Control Centre for returns sent electronically via FBI:

• FBI - the date is automatically completed when filed and accepted by HM Revenue & Customs.

 

Notice of Revenue audit - Enter the date on which HM Revenue & Customs issued a notice of audit.

Revenue audit closed - Enter the date on which HM Revenue & Customs closed the audit.