Payments on Account Reminders
Reminds each Self Assessment client what they owe HMRC before 31 January and 31 July, with the amount and their payment reference

Chases unpaid fees on a schedule and, for business clients, works out the statutory interest and compensation you are entitled to
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
Accountants are owed money too, and most never claim the interest the law allows on a late business invoice. This chases your fees and puts the figures in front of the client.
You keep one row per invoice. It sends a polite note three days before the due date, another on the day, then chases at 7, 14 and 30 days overdue. For a business client, the second and final chases state the interest they owe under the Late Payment of Commercial Debts (Interest) Act 1998: 8% over the Bank of England reference rate - 11.75% from July to December 2026 - worked out to the day, plus the fixed compensation the Act allows: £40 on a debt under £1,000, £70 up to £9,999.99, and £100 above. A column on the sheet shows the interest to date on every overdue business invoice, every morning.
Interest is only ever added where you put YES in 'Business client' - it cannot be claimed from someone acting privately, and a blank is treated as no. If your engagement letter sets its own rate, put that in and it is used instead.
The reference rate is a setting. It changes each January and July, and the Settings tab says where to check it.
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Reminds each Self Assessment client what they owe HMRC before 31 January and 31 July, with the amount and their payment reference
On the day you choose each month, emails every client who owes you a statement of their open invoices, and sends you the totals
Works out accounts, corporation tax, CT600 and confirmation statement deadlines for every company client, and warns you before each one