Quarterly Updates Are Mandatory
Four cumulative updates a year — due 7 August, 7 November, 7 February and 7 May — then a single Final Declaration by 31 January. That's five deadlines instead of one.
The complete spreadsheet system for UK sole traders and landlords in Making Tax Digital for Income Tax from April 2026. Includes Quick Start Guide, Penalty Risk Calculator, Client Ready Report and all core templates — ready to use in minutes.
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Instant download Works in Excel / Google Sheets / LibreOffice 9 integrated sheets Aligned with HMRC MTD deadlines
From April 2026, sole traders and landlords with qualifying income over £50,000 must keep digital records and submit quarterly updates through MTD-compatible software. Late filings earn penalty points — 4 points means a £200 fine.
Four cumulative updates a year — due 7 August, 7 November, 7 February and 7 May — then a single Final Declaration by 31 January. That's five deadlines instead of one.
HMRC requires digital records in qualifying software. A spreadsheet only counts when linked through bridging software — so you need your numbers organised and ready to transfer cleanly.
Cross the £90,000 rolling turnover threshold and you must register for VAT within 30 days. Take grants, and subsidy limits apply. Both are easy to miss without one place to track them.
Nine integrated sheets — pre-formatted with 2026-27 tax year dates, real HMRC deadlines, protected formulas and dropdown status tracking.
A visual, 4-step walkthrough to get you tracking confidently in under 5 minutes.
Live formulas that show your penalty-points position and risk level — including the 2026-27 first-year easement rules.
Every 2026-27 period with its real submission deadline built in.
Record gross qualifying income and allowable deductions exactly as HMRC defines them — 30 entry rows each, auto-totalled.
No invented reviews here — just the numbers.
The HMRC fine once late submissions reach the penalty-point threshold. This kit costs £14.99 — less than 8% of one fine.
Four quarterly updates plus the Final Declaration, every year from now on. Each one is pre-loaded in the tracker with its real date.
A realistic estimate of building, formatting and formula-checking your own version of these 9 sheets from scratch.
No accounting degree required. Open the file, fill the white cells, submit through your MTD software.
Get instant access to the .xlsx file. Works in Microsoft Excel, Google Sheets, Apple Numbers and LibreOffice Calc.
Enter your income, expenses, VAT and grants. Shaded cells hold protected formulas — they calculate automatically.
Use each quarter's totals to complete your cumulative updates in QuickBooks, Xero, FreeAgent or Sage — then submit to HMRC.
No — and be wary of any spreadsheet that claims to. Quarterly updates must go through MTD-compatible software (QuickBooks, Xero, FreeAgent, Sage, etc.) or bridging software. This kit keeps your numbers organised, accurate and ready to transfer in minutes.
From April 2026: yes, if your combined gross self-employment and property income on your 2024/25 return was over £50,000. The £30,000+ band follows in April 2027 and £20,000+ in April 2028 — buying early means your system is ready before you're mandated.
Quarterly updates are cumulative and due by the 7th of the month after each quarter: 7 August 2026, 7 November 2026, 7 February 2027 and 7 May 2027. Your Final Declaration (which replaced the planned End of Period Statement) is due 31 January 2028 for the 2026-27 year. Want them in your calendar? Download the free deadline calendar (.ics) — no signup needed.
Each late submission earns a penalty point; at 4 points, quarterly filers get a £200 fine. HMRC has a first-year easement on quarterly-update points for 2026-27 — but the Final Declaration isn't covered, and late-payment penalties (rising to 10% a year) apply regardless. The kit explains all of this in plain English.
Yes — the structure carries over. Save a copy per tax year and update the dates, or grab the next year's edition when it's released.
£14.99, once. If it saves you one missed deadline — or just the hours of building and formula-checking your own template — it has paid for itself. Instant download, yours forever.
✓ Instant Download • ✓ Works Offline • ✓ 9 Integrated Sheets • ✓ Real 2026-27 Deadlines Built In