Landlord MTD update record

Prepared for the 7 November 2026 update.
Guidance checked on 15 October 2026.

Use this as a private preparation and handover record. It is not MTD compatible filing software, a tax return or a submission to HMRC. Do not include passwords, verification codes or bank access details. Keep tax identifiers in your existing secure records rather than adding them here.

The person preparing this update is [name and role]. The individual whose income is being reported is [name or private file reference]. Eligibility and any exemption were checked on [date] using [record or professional advice reference].

The period already selected in the filing software is [standard or calendar]. The cumulative period for this update is [6 April to 5 October 2026 for standard periods, or 1 April to 30 September 2026 for calendar periods]. The submission deadline is 7 November 2026. The software used to submit is [product]. The person responsible for submission is [name]. Their access and any necessary authorisation were confirmed on [date].

The records supplied cover [business or income source] from [date] to [date]. They were supplied on [date] through [agreed secure route]. The supporting statements and invoices can be found at [private location or reference]. The agreed digital transfer method is [method confirmed with the person preparing the submission].

The statement or bank differences requiring attention are [describe the actual issue and supporting document reference]. The question has been sent to [name] on [date]. The next response is expected by [date]. The answer and any resulting correction are [record the answer once confirmed].

The preparation status is [records being gathered, with accountant, under review or submitted]. Do not mark an update submitted merely because records were forwarded. The actual submission date is [date once confirmed]. The confirmation or submission reference is [reference if provided]. The confirmation is retained at [private location]. Any failure message or unresolved issue is [description]. The person handling it is [name] and their next action is [action and date].

The next update deadline is 7 February 2027. The agreed records handover date is [date]. Missing documents will be followed up by [name].

Quarterly updates are cumulative summaries, not quarterly tax payments. HMRC does not apply late quarterly update penalty points in 2026/27, but the updates remain required before the tax return can be submitted. Annual return and tax payment obligations are separate. Check the current official guidance and get suitable advice for your circumstances.

Official periods and deadlines:
https://www.gov.uk/guidance/use-making-tax-digital-for-income-tax/send-quarterly-updates

Official digital record guidance:
https://www.gov.uk/guidance/use-making-tax-digital-for-income-tax/create-digital-records