Corporation Tax: supporting schedules and adjustments

Collect depreciation, disallowed expenses, loss memoranda, related-party loan interest, and R&D or capital allowance notes for CT600 preparation support.

What this template is for

Corporation tax work is only as good as the schedules behind the return: add-backs, capital allowances elections, and loss utilization. This request gathers the common attachments a reviewer expects before signing off computations.

When to use it

Year-end limited company accounts and CT600 cycle.
Amendments or enquiries when you need a tidy evidence bundle.

Tips

Pair with your accounts file and trial balance. Trim lines that never apply to micro-entities.

Checklist preview

What this template asks for

These items are cloned into your workspace when you use the template. Edit anything before you send.

6 items

Trial balance and statutory accounts draft (if available)
File upload
Fixed asset register and additions/disposals in year
File upload
Loan agreements and interest accruals (related party if any)
File upload
Disallowed or sensitive expense schedule (client entertainment, fines, etc.)
Long answer
Capital allowances / full expensing / AIA notes and asset listing
Long answer
Losses brought forward and group relief position (if applicable)
Long answer

If not applicable, write “N/A”.

Add this to your workspace, then send when you are ready

We save it as a template so you can adjust items, choose a client, and send like any other request.