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Compliance Guide

Compliance And Reporting

Use due dates, report drafts and exports to prepare review packs without tax jargon.

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Compliance Checklist

1 Due Dates Track VAT, CT600, accounts and confirmation statement dates.
2 Draft Packs Generate VAT, expense and payroll summaries.
3 Lock Publish and lock approved reports.
The checklist helps users see what is due and what each filing means.

Step By Step

Follow these steps in order. Each step is written for a first-time user and avoids accounting jargon where possible.

  1. Open compliance

    Open UK Workflow Hub and choose Compliance, or open the relevant reporting area.

    Open full instructions
    cherrybank.money/compliance-reporting/step-1
    Step 1 visual

    Open compliance

    Open UK Workflow Hub and choose Compliance, or open the relevant reporting area.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  2. Check due dates

    Review VAT return, CT600, accounts, confirmation statement and quarter-end dates that apply to the organisation.

    Open full instructions
    cherrybank.money/compliance-reporting/step-2
    Step 2 visual

    Check due dates

    Review VAT return, CT600, accounts, confirmation statement and quarter-end dates that apply to the organisation.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  3. Read filing explanation

    Use the plain-English explanation to understand what each due date means.

    Open full instructions
    cherrybank.money/compliance-reporting/step-3
    Step 3 visual

    Read filing explanation

    Use the plain-English explanation to understand what each due date means.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  4. Generate draft packs

    Create VAT summary, expenses report and payroll summary packs where enabled.

    Open full instructions
    cherrybank.money/compliance-reporting/step-4
    Step 4 visual

    Generate draft packs

    Create VAT summary, expenses report and payroll summary packs where enabled.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  5. Export for review

    Export CSV or PDF packs for internal or accountant review.

    Open full instructions
    cherrybank.money/compliance-reporting/step-5
    Step 5 visual

    Export for review

    Export CSV or PDF packs for internal or accountant review.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  6. Publish and lock

    Publish only after review. Locked reports protect finalised work from accidental changes.

    Open full instructions
    cherrybank.money/compliance-reporting/step-6
    Step 6 visual

    Publish and lock

    Publish only after review. Locked reports protect finalised work from accidental changes.

    A dedicated training visual for this step, focused on the exact action the learner should complete.

Fields To Check

These fields matter most for this workflow because they affect records, reports, reminders or customer-facing documents.

Field Why It Matters
Due date Shows when action is needed.
Draft pack Working output for review before filing.
Locked report Finalised report protected from accidental edits.

Tips

Use these checks when something does not look right or the user cannot complete the workflow.

  • Use quarter-end playbooks before filing deadlines rather than waiting until the final day.

Related Guides

Move to the next workflow when this page is complete.

Account Creating An Account Account Login Options Onboarding UK Setup Wizard Sales Clients And Products