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Client Records Chaser
Asks clients for the documents you need, chases politely until they arrive, then tells you who is still holding things up
£29.00
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Client Deadlines Board
Works out accounts, corporation tax, CT600 and confirmation statement deadlines for every company client, and warns you before each one
£49.00
How you’ll receive this product
Available to download as soon as your payment is confirmed
This is delivered digitally. As soon as your payment is confirmed you will get a private link to your files on your order page. Keep the link to that page — it is where your purchase lives.
You receive
- Client Deadlines Board — client-deadlines-board.zip
- Secure Stripe checkout — we never see your card details
- Your files appear on your order page the moment payment clears
About this product
Every limited company client carries four statutory deadlines a year, each counted a different way from a different date. This works them all out for you and watches them.
You keep one row per company: its year end, when it was incorporated, and the period of the last accounts, CT payment, CT600 and confirmation statement you dealt with. Every morning it fills in the four due dates on that row and rebuilds an Upcoming tab listing every deadline across every client, soonest first, coloured by how close it is.
It counts the way Companies House and HMRC do. Accounts are due nine months after the year end - and a month-end stays a month-end, so a 30 June year end is due on 31 March. Corporation tax is nine months and one day, so that same company pays on 1 April. First accounts follow the 21-month rule from incorporation. The CT600 is twelve months after the year end, and the confirmation statement fourteen days after its statement date.
When a deadline reaches 60, 30, 14 or 7 days, it goes into one email to you - one email a day at most, however many clients are involved. Anything missed is flagged the day after. On Mondays you get the month ahead. Any director who has not yet verified their identity with Companies House is flagged against that company's next confirmation statement.
When you file something, change the date on the row and that deadline moves on to next year by itself.
It is a reminder system, not advice: it works out dates from what you put in the sheet, using the rules as they stood in September 2026. You remain responsible for your filings. When a rule or rate changes, the setting that holds it is on the Settings tab.
Features
- Accounts, corporation tax payment, CT600 and confirmation statement dates for every company, worked out every morning
- Counts the Companies House way: 30 June + 9 months is 31 March, and first accounts follow the 21-month rule
- One email to you when deadlines reach 60, 30, 14 and 7 days - never one email per deadline
- An Upcoming tab across every client, soonest first, coloured by urgency
- Flags directors who still need to verify their identity with Companies House
- Dormant companies skip corporation tax; ceased or struck-off ones drop off the list
- Can ask clients for their records 90 days before the accounts deadline - off until you switch it on
- Every message is recorded against the client, the deadline and its date, so nothing is sent twice and next quarter's reminders are new ones
- Starts in test mode - everything comes to you until you say otherwise
- Warns you when a deadline lands on a weekend or bank holiday, and names the working day before
- The wording lives on a tab in the sheet, so you change it without touching code
- Runs inside your own Google account. No client data is sent to us or to anyone else
Product questions
No. It works out the deadlines and sends reminders. It does not submit anything to HMRC or Companies House - you or your clients still do that.
A Google account - a free Gmail account works, and so does Google Workspace - and Google Sheets in your web browser. Nothing is installed on your computer.
Open a new Google Sheet, go to Extensions > Apps Script, paste in the script from your download and run install once. It builds the tabs, the settings and the daily schedule for you. The setup guide shows every click.
No. Test mode is on when you install it: every message comes to you first, marked [TEST], with a line saying who it would have gone to. You switch test mode off in the Settings tab when you are happy with it.
Google asks you to approve any script that reads your sheet or sends email from your account. Because the script runs in your own account rather than as a published app, Google shows its standard warning screen. The setup guide explains each button.
No. Everything stays inside your own Google account. The script cannot contact any other website, and we never see your sheet or your emails.
It stops at 50 a day unless you change that in Settings. Google's own limit is about 100 recipients a day on a free Gmail account and 1,500 on Google Workspace.
No. You pay once. It runs on Google's free Apps Script service in your own account, so there is nothing to renew.
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