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Definition

What is Payment on Account?

A payment on account is an advance payment made towards a future or existing liability, commonly referring to HMRC's system of collecting Self Assessment tax in two instalments.

Payment on account has two main meanings in UK business: advance payments towards invoices, and HMRC's system for collecting tax in advance.

  • **HMRC Payments on Account (Self Assessment):**
  • If your Self Assessment tax bill is over £1,000 (and less than 80% was collected at source), HMRC requires you to make **two advance payments** towards next year's tax bill:
  • 1st payment: Due **31 January** (during the tax year)
  • 2nd payment: Due **31 July** (after the tax year ends)

Each payment is 50% of the previous year's tax bill. Any remaining balance (a "balancing payment") is due the following 31 January.

Example: Your 2024/25 tax bill is £6,000. For 2025/26, HMRC assumes a similar bill: - 31 January 2026: Pay £3,000 (1st payment on account) - 31 July 2026: Pay £3,000 (2nd payment on account) - If the actual 2025/26 bill is £7,000, you pay £1,000 balancing payment on 31 January 2027

Reducing payments on account: If you know your income will be lower next year, you can apply to reduce your payments on account. But be careful — if you reduce too much, HMRC charges interest on the shortfall.

Payments on account in invoicing: In a commercial context, a payment on account simply means a partial or advance payment made against a larger invoice or ongoing work. Common in construction (stage payments) and professional services (retainers).

For freelancers: Budget for payments on account from your first year of trading. Many new freelancers are caught off guard by the "double payment" in their second January — both the balancing payment for the previous year and the first payment on account for the current year.

Examples

1

A self-employed plumber pays two £2,500 payments on account towards their 2025/26 tax bill

2

A client makes a £5,000 payment on account before a £20,000 project begins

3

A freelancer applies to reduce payments on account after moving to part-time work

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