What's new? Autumn 2026 Release Update

Top-level summary

More MTD coverage, clearer reporting and less duplicate administration.

This release expands the MTD Individual Tax Return to support more income types, allowances and reliefs for the 2025/26 public testing year, and lets you update a business's accounting basis with HMRC directly from MTD Quarterly Filer. We've also added multiple-address synchronisation with Engager, new share capital records and forms, more client reporting options and legislative updates to Accounts Production.

Install the update to start using the latest features available in your licence.

Tax Return Production

More income types and reliefs for MTD returns

MTD Individual Tax Return now supports a much wider range of client circumstances for the 2025/26 public testing year, with additions covering:

• UK land and property businesses
• Employment
• UK and foreign pension income
• Marriage Allowance transfer
• UK and foreign pension charges and annual pension allowance
• Class 2 and Class 4 maximum charge and voluntary Class 2
• Creating, amending and deleting CIS data
• Post-cessation and business receipts
• Tax avoidance schemes
• UK and foreign life insurance gains
• Directors' dividends
• Reliefs including annual payments, loan interest, post-cessation and maintenance payments
• Foreign dividends and interest, excluding foreign property

For supported areas, you can complete data entry, HMRC data retrieval, calculation checks and submission within TaxCalc. Updated reports and new Check & Finish validations help you catch issues before submitting.

Scope: Capital Gains Tax, employment lump sums and foreign property are not included in this phase.

Class 4 NIC loss adjustments calculated automatically

For sole traders and partners, TaxCalc now calculates the Class 4 NIC adjustment on SA103 and SA104 where Class 4 losses exceed those used for income tax. The figure recalculates as profits or losses change and remains editable if you need to override it.

Updated 64-8 authorisation form

New 64-8s automatically use HMRC's June 2025 version, with updated guidance links and the Tax Credits and Child Benefit section removed. Existing 64-8s remain unchanged and can still be opened, edited and printed.

MTD Quarterly Filer

Change accounting basis directly with HMRC

Switch an MTD business between cash and accruals during the tax year and submit the change to HMRC from the Business Information screen. This keeps HMRC's records aligned with the business without waiting for the year to end.

Accounts Production

Gross profit percentage for sole traders and partnerships

Now available on non-statutory profit and loss accounts, matching limited company and LLP accounts.

Clearer period headings

Accounts covering a period rather than a year now show the period covered in column headings.

Updated charity limits

Examination and audit limits for charities in England and Wales are updated for periods on or after 30 September 2026. Check & Finish warns you when a limit is exceeded.

Companies House Forms

Create share forms from recorded company events

Share consolidations and subdivisions recorded in Practice Manager can now generate a pre-populated SH02, which Companies House still requires on paper. New share types created through a bonus issue trigger a pre-populated SH01.

AD01, AP01, PSC01 and PSC04 have also been updated to the latest Companies House versions.

Practice Manager

Keep client addresses synchronised with Engager

Multiple client addresses now sync in both directions between TaxCalc and Engager. You can update details in either system without entering them twice or risking inconsistent records.

Manage share capital and share events

The updated Share Capital screen shows a full history of allotments for each share type. An improved wizard handles new share types, consolidations, subdivisions and bonus issues, and triggers the relevant Companies House forms.

Also new in Practice Manager:

• A sortable Office column in the Client List for multi-office practices
• The option to include all client email addresses in reports, not just the default
• Ceased relationships shown alongside active ones
• 2027/28 available as an MTD enrolment year
• MTD Quarterly Updates added to Data Mine under Services Rendered

Login with your registered email address and password. This is rolling out in batches, so contact Support if you'd like earlier access.

Company Incorporator

IN01 and LL IN01 have been updated to the latest Companies House versions.

eSign Centre

Tag placements now display better across multiple monitors.