DocFig Convert a statement

Making Tax Digital quarterly update due 7 November 2026

Updated . Checked against GOV.UK. Not tax advice.

Due 7 November 2026: your MTD update for 6 April to 5 October 2026.

No penalty points for a late update this tax year. You still have to send it before your tax return.

The four deadlines, 2026 to 2027

Standard periodCalendar periodDeadline
6 April to 5 July 20261 April to 30 June 20267 August 2026
6 April to 5 October 20261 April to 30 September 20267 November 2026
6 April 2026 to 5 January 20271 April to 31 December 20267 February 2027
6 April 2026 to 5 April 20271 April 2026 to 31 March 20277 May 2027

Calendar periods are for accounts that run 1 April to 31 March. The deadlines are the same.

What the update contains

  • Totals per income and expense category, for the tax year so far.
  • One update per business. No receipts or invoices.
  • A nil update if nothing happened.

Bank only gives you PDFs? 3 steps

  1. Download the statements for 6 April to 5 October 2026.
  2. Turn them into CSV with the bank statement to CSV converter. Every row is checked against the printed balances.
  3. Import the CSV into your MTD software and send the update.
Three sample PDF statements from a fictional UK bank combined in DocFig into one account, with buttons to download the combined Excel and CSV and two warnings: a missing March statement and a balance that does not carry over
Three sample UK PDF statements turned into one checked CSV. DocFig also flags a missing month.

GOV.UK accepts CSV import as a digital link. Keep the original statements as records.

Need categories first? The self-employed expense sorter suggests a box for each payment. Which banks offer CSV at all: 35 UK banks checked.

DocFig does not connect to HMRC. Send the update from your MTD software.

Questions

When is the next Making Tax Digital quarterly update due?

7 November 2026, for the period 6 April to 5 October 2026 (or 1 April to 30 September 2026 if you use calendar update periods). The next ones are due 7 February and 7 May 2027.

Is there a penalty for a late quarterly update in 2026 to 2027?

No penalty points for late quarterly updates in the 2026 to 2027 tax year, GOV.UK says. You still have to send every update before you can submit your tax return in software, and late tax returns still get points.

What does a quarterly update contain?

Totals for each income and expense category, for the tax year so far, worked out by your software from your digital records. HMRC does not receive individual receipts or invoices.

Do I have to send an update if nothing happened?

Yes. If you had no income and no expenses in the period, you still send the quarterly update to tell HMRC.

My bank only gives me PDF statements. What now?

Turn the PDF into a CSV or Excel file, check it, and import it into your Making Tax Digital software or bridging spreadsheet. GOV.UK lists CSV importing as one way to link records digitally. Keep the original statements too: HMRC still expects them as supporting records.

Can DocFig send my quarterly update?

No. DocFig is not Making Tax Digital software and does not connect to HMRC. It turns bank statements into files your software can import.

Source: GOV.UK: send quarterly updates · GOV.UK: create digital records · GOV.UK: penalties · GOV.UK: who must use MTD. Checked 30 October 2026.