A year of filings for a private company, month by month.
Board meetings, annual returns and the forms that fall due, on one calendar.
By the partners · 1 min read
A private company has a steady rhythm of meetings and filings through the year. Seeing them on one calendar makes it easier to plan and harder to miss one.
Board meetings through the year
The board needs to meet at regular intervals. Fix the dates at the start of the year, and keep the minutes signed and filed after each meeting.
The annual general meeting and the accounts
After the year closes, the accounts are prepared, audited and approved by the board, then placed before the members at the annual general meeting. The dates for each step follow from the date the year ends.
Filings with the Registrar
The financial statements and the annual return are filed with the Registrar after the meeting. Other forms fall due when something changes, such as a new director or a change of address.
| When | What |
|---|---|
| Through the year | Board meetings and minutes |
| After the year closes | Accounts prepared and audited |
| After the accounts are approved | Annual general meeting |
| After the meeting | Financial statements and annual return filed |
| When something changes | The form for that change |
This note is general information, not advice for your situation. Rules and dates change, so please write to the firm before acting on it.