What to do before the next date
- Group clients by confirmed status and qualifying-income year.
- Check digital records and compatible software for each group.
- Keep exceptions and uncertain calculations for a tax review.
MTD deadline planner
MTD deadlines for 2026–27
The standard cumulative quarterly-update dates for the tax year beginning 6 April 2026.
Source-linked datesUpdated 1 August 2026
Keep this schedule with the review list
Read HMRC quarterly-update guidance| Update | Period ends | Deadline |
|---|---|---|
| 1 | 5 July 2026 | 7 August 2026 |
| 2 | 5 October 2026 | 7 November 2026 |
| 3 | 5 January 2027 | 7 February 2027 |
| 4 | 5 April 2027 | 7 May 2027 |
| Annual return | Tax year ends 5 April 2027 | 31 January 2028 |
These are standard dates for the 2026–27 tax year. Confirm the client's MTD status, reporting period and any HMRC exception before communicating a deadline.
Source: Send quarterly updates
Start with the free triage view
Use anonymised cohort counts to see the practice worklist and source-linked letter drafts.
Run the aggregate triage demoDeadline questions
When is the first quarterly update due for 2026–27?
The standard first quarterly update for the 2026–27 tax year is due by 7 August 2026. Confirm the client’s MTD status, reporting period and any HMRC exception first.
What is the annual return deadline for 2026–27?
The standard annual Income Tax return deadline for the 2026–27 tax year is 31 January 2028. This is separate from the fourth quarterly update, which is due by 7 May 2027.
Are these dates the same for every client?
No. These are standard dates for the 2026–27 tax year. A client’s MTD status, reporting period or an HMRC exception may change what applies, so confirm the position before communicating a deadline.
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