TaxSimba — MTD Quarterly Deadline: What You Need to Do Before 7 November 2026
Preparation worksheet

Optional offline planning aid, not a tax return or filing confirmation.
Keep completed notes securely; never include passwords or one-time codes.

WORK THROUGH THIS EXAMPLE
You download July-to-September bank activity for the second update. That export alone does not explain the full cumulative totals. Keep the earlier records and check the software’s selected reporting basis before approving the update.

DECISION TO RESOLVE
Does the proposed submission reconcile to the entire cumulative coverage period?

YOUR POSITION
Relevant year and source: ____________________
Evidence supporting your answer: ____________________
Missing item and who will obtain it: ____________________
Deadline or next review date: ____________________

1. Confirm standard or calendar update periods.
Notes: ______________________________

2. List each business and cumulative reporting window.
Notes: ______________________________

3. Reconcile bank, cash and agent records.
Notes: ______________________________

4. Assign a named sender and an earlier internal deadline.
Notes: ______________________________

5. Save acknowledgement, period and any follow-up action.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/mtd-quarterly-deadline-7-november-2026
Check the current guide and official sources before relying on a deadline or process.