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Farm Paperwork Calendar: What Falls Due Each Month

Some farm paperwork has a fixed date on the calendar, and some starts the day an animal is born, moves or dies. This planner separates the two, month by month, so the office work stops arriving as a surprise.

Guide Updated 7 October 2026 8 min read
Quick answer

The fixed dates on a UK livestock farm are 31 January for the Self Assessment return and tax, 7 February, 7 May, 7 August and 7 November for MTD quarterly updates, 5 April for tax year end, 31 May for P60s, 31 July for the second payment on account, 5 October to register for Self Assessment, and 1 December for the sheep and goat count. VAT returns, TB tests and Red Tractor assessments follow your own dates. Births, movements and deaths run from the event: see the deadlines calendar.

How should you use a farm paperwork calendar?

Farm dates come in three kinds, and mixing them up is how deadlines get missed. Fixed national dates, such as 31 January, are the same for everyone. Dates that belong to your own farm, such as a VAT quarter end or a TB test, are set by HMRC or APHA for your holding. Event clocks, such as the 27-day passport window, start when an animal is born, moves or dies, so no calendar can print them in advance.

This guide covers the first two kinds by month and then shows how the third fits around them. Only dated or statutory items are stated as fact. Anything about the farming year is marked as typical, because every system differs, and it is not a rule. The full reference table, with the nations side by side, is in the UK livestock deadlines calendar.

My advice is to set each reminder a week before the real date. The fixed dates are rarely the problem. The problem is the evening you need a record and find it is still in the cab.

What falls due in January, February and March?

Typically, spring-calving herds and early lambing flocks start in this window. The clocks that start at birth are then the ones that matter: registering calves within 27 days, the ear-tag deadlines, and holding register entries for births within 7 days for dairy and 30 days for other cattle. Lambs must be tagged by 9 months, or 6 if reared indoors, or when they leave the holding of birth.

The calving season paperwork blog lists what piles up in a busy week. Getting the passport paperwork done on the day, not in week four, removes most of the risk.

What falls due in April, May and June?

I found no other fixed national date in June. Treat it as the month to catch up: reconcile the year's receipts, check staff pay against the new rates, and find out whether you are caught by MTD next April.

What falls due in July, August and September?

VAT returns do not follow a calendar date. They fall due one month and 7 days after each accounting period ends, and your VAT online account shows the dates. If you are near the registration threshold, our VAT registration guide covers it.

Typically, late summer and autumn bring more selling, so more movements. Each one needs reporting within 3 days, and standstill applies to what you buy in: see sheep movement reporting and the cattle movement 3-day rule.

What falls due in October, November and December?

Pig keepers choose their own annual inventory date, so put it in the diary now. The England inventory and its Welsh counterpart are legal returns, and the count belongs in your register as well as on the form.

Which dates depend on your own farm?

TB tests. The interval is set by your area: in England the default is 6 months in the High Risk Area, 6 or 12 months in the Edge Area, and 4 years in the Low Risk Area, and APHA gives you the due date. Overdue tests bring movement restrictions. See TB testing and movement rules. Red Tractor. Membership renews every 12 months, and assessments for the beef and lamb scheme are normally once every 18 months, with possible unannounced spot checks. The health plan must be reviewed annually by the vet. Prepare using the Red Tractor audit checklist and the health plan and vet review guide. VAT and payroll. Quarter ends depend on the stagger HMRC gave you, and payroll follows your paydays. Put both in the diary once, then leave them there. Medicine records. There is no date, but there is a standing five-year duty: see the 5-year medicine record rule.

What practical jobs sit behind the dates?

The dates are the easy part. These jobs make them painless, and they are habits rather than rules.

For records, the farm bookkeeping basics guide shows what HMRC expects, and the wage records guide covers staff. If the dates keep slipping because the books live in a shoebox, a farm bookkeeping software checklist will help you choose a tool that fits the yard and not just the office.

Where does FarmHQ fit?

FarmHQ is a mobile-first farm office app for UK livestock farms, in pre-launch beta with a founding-farms pilot in South-West England. It is built to work out these dates from the farm's own records and push reminders even if the app has not been opened for weeks. Ask Farmer Joe drafts, you confirm. See the calendar that runs itself for how that works.

What do farmers actually ask?

What are the main fixed dates on a farm paperwork calendar?

Self Assessment returns and tax are due by 31 January, the tax year ends on 5 April, P60s are due by 31 May, the second payment on account is 31 July, and you register for Self Assessment by 5 October. MTD updates fall on 7 February, 7 May, 7 August and 7 November.

When do I do the sheep and goat annual inventory?

Count your animals on 1 December and record the number in your holding register. In England return the inventory by 31 December, and in Wales submit it between 1 and 31 December. Scotland opens the inventory on 1 December and closes it on 30 January. Northern Ireland has its own DAERA process.

Do I need to file MTD quarterly updates in 2026 to 2027?

Only if your qualifying income was over £50,000 in 2024 to 2025 and you are not exempt, for example by claiming averaging on your 2024 to 2025 return. The updates are due 7 August, 7 November, 7 February and 7 May, and HMRC will not apply late penalty points in 2026 to 2027.

When are VAT returns due?

VAT returns usually cover 3 months and are due, with payment, one calendar month and 7 days after the period ends. Your own quarter ends depend on your VAT stagger, so check the dates in your VAT online account rather than assuming calendar quarters.

How often does Red Tractor assess a beef or lamb farm?

Membership renews every 12 months, and assessments for the beef and lamb scheme are normally once every 18 months, under the rules effective 1 January 2025. Spot checks, some unannounced, can happen at any time, and the vet must review your health plan annually.


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