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Payments on Account Reminders
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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

£19.00

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

  • Payments on Account Reminders — payments-on-account-reminders.zip

  • Secure Stripe checkout — we never see your card details
  • Your files appear on your order page the moment payment clears

About this product

You work out what each client owes when you do their return. Then, months later, they forget. This reminds them.

You keep one row per client: what they owe on 31 January - the balancing payment plus their first payment on account - and their second payment on account on 31 July, with their payment reference if you have it. Twenty-one days before each date they get a reminder with the amount, the reference and the GOV.UK page to pay on. Seven days before, a final reminder that mentions HMRC's interest on late payment.

31 January 2027 is a Sunday and 31 July 2027 a Saturday; the reminders say so and suggest paying by the Friday. If a date passes and you have not marked it paid, you get one email listing who.

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

  • Reminders 21 and 7 days before 31 January and 31 July - both yours to change
  • The amount, the payment reference and where to pay, in every reminder
  • Warns the client when the date falls on a weekend
  • Tells you who has not been marked paid, the day after
  • A client with nothing to pay is never emailed
  • 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

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