TaxSimba — Self Assessment for 2025/26 and MTD for 2026/27: Why Both May Be Due
Preparation worksheet

This is an optional offline planning aid, not a tax return or a filing confirmation.
Keep completed notes securely. Do not add passwords or one-time security codes.

PRACTICAL TASK
Keep two document requests separate If the accountant asks for your 2025/26 P60 while also checking 2026/27 business records, both requests can be correct. Reply with the tax year in each filename and message. For example, label an employment document “P60 2025-26” and the current trade export “Trade records 6 April to 5 October 2026”. Before approving anything, ask: which year does this submission finish? Keep a small tracker with one line for the earlier return and another for each current MTD business. A completed item in one line does not close the others.

Outcome to confirm: ____________________
Evidence or reference: ____________________
Person responsible and next check date: ____________________

1. 2025/26 annual return status
Notes: ______________________________

2. 2025/26 missing documents
Notes: ______________________________

3. 2026/27 businesses and digital records
Notes: ______________________________

4. 2026/27 update confirmations
Notes: ______________________________

5. Separate owners and deadlines for both workflows
Notes: ______________________________

Actions agreed with accountant:
____________________________________

Guide: https://taxsimba.co.uk/blogs/self-assessment-2025-26-mtd-2026-27

Check the current guide and official sources before relying on a deadline or process.