Our Spring 2026 release delivers a wide-ranging set of updates across Accounts Production, Tax Return Production, Practice Manager and AML, helping you stay compliant, work more efficiently and prepare for the next phase of digital reporting.
Top-level summary
This release includes key legislative updates for the 2025/26 tax year, expanded electronic filing capabilities, and further enhancements to identity verification and Companies House forms. We’ve also strengthened Practice Manager with improved MTD visibility, faster bulk processing and deeper integration with MTD Quarterly Filer and Engager — giving you clearer insight and better control across your compliance workflows.
From charity accounts e‑filing and corporation tax updates, to major changes in residency and foreign income reporting, the latest release builds on recent reforms while delivering practical improvements that save time and reduce risk.
Install the update today to benefit from the latest compliance changes, enhanced reporting and smoother end‑to‑end workflows across your practice.
Accounts Production
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Electronic filing for charity accounts
Charity accounts can now be submitted electronically to Companies House and HMRC thanks to enhancements in the Charity Accounts module. Accounts are automatically iXBRL tagged in the background. This removes the need for printing, signing and posting of the accounts.
Biometric Identity Checks
We’ve improved the ease of use of Biometric ID checks, released in November. You can delete a biometric check record where it is no longer needed. A hyperlink for the client to complete the biometric check is included within the summary and can be shared with them as needed.
Companies House Forms
We’ve made several updates to ensure the forms are fully up to date and able to meet compliance requirements. Updated to the latest version of paper forms are: CH02, CH03, CH04, AP04, SH01, AA06.
Plus, we’ve updated the following paper versions of the forms as a result of the Companies House fee changes: Application to register a company/LLP (IN01/LLIN01); Confirmation statement (CS01).
Practice Management & Engager
Enhanced integration with MTD Quarterly Filer
We’ve boosted the link between Practice Manager and our bridging solution for MTD for IT. This ensures MTD Quarterly Filer has the same connectivity to Practice Manager as other compliance solutions, including eSign and document management integration.
Extra peace of mind
To provide early warning of possible filing issues, we have enhanced the Practice Manager dashboard by adding the MTD IT filing status to the Filing Status Widget. This gives you extra transparency for the filing status and ensures you become aware of any issues with HMRC’s portal.
Visuals show MTD client breakdown
We have created separate visuals for the Practice Manager dashboard to show a detailed summary of client enrolment to MTD schemes. These provide stats for both personal tax client enrolment for MTD IT, and for business client enrolment for MTD for VAT.
Bulk update performance boost
Changes in this release provide firms with an improved onboarding experience, speeding up the process significantly. Knowing the importance of getting them set up as quickly as possible, this update means the number of records selected is limitless. Previously the maximum was 30,000.
Time saving benefits from Engager integration
Customers using TaxCalc and Engager together will benefit from new time-saving enhancements that will cut frustration. Key documents can now be easily shared from TaxCalc to the Files area in Engager, reducing information searches across different apps. Plus, you’ll benefit from seamless navigation between the products, boosting efficiency and convenience thanks to the new ability to launch TaxCalc from the Engager interface.
Tax Return Production
2025/26 Tax Year updates
To help ensure you stay up to date with compliance, the 2025/26 tax return forms have been added with the relevant legislative changes to calculations, wizards and help sheets: SA100 Individual; SA800 – Partnership; SA900 – Trusts; R40 Individual Repayment.
Capital Allowance calculators
We’ve made changes to reflect the new first year allowances and the updates to the main rates of writing down allowances.
Furnished Holiday Lettings update
To reflect the axing of The Furnished Holiday Lettings regime (which was removed for the 2025/26 Tax Year), we’ve made several changes. The relevant sections have been removed. We’ve added fields and updated the import routine to deal with any remaining UK or EEA FHL losses.
Corporation Tax updates (FY26 Rates)
To keep you compliant, the latest version of the CT600 (V3 2026) form is included, as well as an updated version of supplementary form CT600A – loans to participators.
Residency and foreign income reporting changes
The old remittance basis has been removed and replaced with the Foreign Income and Gains (FIG) regime. New boxes, validations and an eligibility wizard have been introduced to make it easier to report foreign income correctly under the new rules. The changes are built directly into the return (SA109 Residence & SA106 Foreign pages), so you’re guided through what’s needed.
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