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AccTek Resource Library

Accounting & Tax Checklists

Practical, step-by-step checklists to stay compliant and tax-efficient — organised by audience, for the 2026/27 tax year.

All ResourcesChecklistsComparisonsFAQsGuides & TemplatesCalculators & Tools

Each checklist distils HMRC and Companies House requirements into clear actions you can work through. Choose the one that matches your situation.

Checklists by audience

Startup Finance Checklist The finance essentials for your first 12 months as a limited company. First-Year Contractor Tax Checklist Everything a new contractor must register, file and plan for. NHS Pension Annual Allowance Checklist Avoid an unexpected annual allowance tax charge as a locum. MTD Checklist for Landlords Get ready for Making Tax Digital for rental income. MTD Checklist for Freelancers Sole trader steps for the move to quarterly reporting. Allowable Expenses Checklist 2026/27 Every deduction you are entitled to claim this tax year. SEIS Advance Assurance Checklist Everything HMRC expects in your application, before you raise. CASS 15 Audit Readiness Checklist Get your safeguarding records audit-ready under the FCA rules in force from May 2026.

Browse by audience

Every resource maps to one of our specialist hubs. Find the accounting home for your situation:

Startups Accounting for founders & scaleups IT Contractors IR35, expenses & take-home pay Locum Doctors NHS pension & locum tax Landlords Property tax & MTD SMEs Growth accounting & Virtual CFO

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AccTek is a member firm of the Institute of Certified Practising Accountants (ICPA), and our founder is a member of the Association of International Accountants (AIA) holding an AIA Practising Certificate. Our accountants hold qualifications and accreditations from trusted professional bodies including the AIA, ICPA, AAT and ACCA.

AATInstitute of Certified Practising Accountants (ICPA) member firmACCAAssociation of International Accountants (AIA) member in practice