Self-Assessment

08 June 2026

Self-assessment - additional information requirements for company directors for 2025/26
New self-assessment requirements applying to certain company directors

28 May 2026

Tax relief for personal pension contributions (self-employed) - a case study
The criteria for tax relief to be given for a self-employed individual paying into a personal pension and how that tax relief works

18 May 2026

Annual allowance carry forward and completing form SA100 - what you need to know
The process of completing form SA100

11 May 2026

HMRC launches new digital refund service for MTD
Making Tax Digital for income tax (MTD). HMRC has reached an important milestone in the rollout of MTD with the introduction of a new digital service for requesting refunds

23 April 2026

HMRC cannot penalise accidental errors going back 20 years, says tribunal
The Upper Tax Tribunal has rejected HMRC’s request to apply the 20-year time limit for deliberate conduct to all the taxpayer's errors, including those that did not arise from deliberate conduct

22 April 2026

Making Tax Digital: compliance tips for joint property owners
New reporting and record keeping requirements for landlords/property owners. Association of Taxation Technicians (ATT) guidance

30 March 2026

Making Tax Digital - reducing the mandation threshold from £30,000 to £20,000 from April 2028
The reduction of the Making Tax Digital for income tax self-assessment mandation threshold from £30,000 to £20,000, from 6 April 2028

27 February 2026

Claiming tax relief on personal pension contributions - an update
HMRC’s update to its service for individuals to claim tax relief on a personal pension or workplace pension scheme contributions

11 February 2026

Making Tax Digital (MTD) for income tax - expanded application process for exemptions
HMRC’s MTD exemption application facility, which has now been expanded to accommodate applications for temporary exemption from MTD for a range of additional taxpayers

10 February 2026

Sole traders and landlords face new tax rules in less than two months
Making Tax Digital (MTD) for income tax

09 February 2026

Making Tax Digital (MTD) for income tax - new penalties
MTD for income tax - new MTD penalties and a wider penalty rollout

05 February 2026

Making Tax Digital (MTD) for income tax and HMRC letters
MTD for income tax - HMRC’s letters to taxpayers in scope from April 2026

05 February 2026

11.48 million people filed their self-assessment tax return by the self-assessment deadline
Statistics on taxpayers who filed their self-assessment tax return by the 31 January 2026 deadline and reminders about the Winter Fuel Payment and Making Tax Digital

28 January 2026

HMRC's self-assessment helpline will not now close on Friday 30 January 2026
Self-assessment. The deadline for those who need to file a self-assessment return for the 2024/25 tax year is 31 January 2026. This is a Saturday and HMRC had previously confirmed that the last day their phone lines would be open prior to the deadline would be Friday 30 January 2026. It has now reversed that decision

20 January 2026

HMRC videos and webinars for Making Tax Digital for Income Tax
Making Tax Digital (MTD) for income tax - HMRC’s videos and webinars

14 January 2026

65% rise in self-assessment payments via the HMRC app
The number of people using the HMRC app to pay their self-assessment tax bill has increased by nearly 65%. Almost 340,000 people have used the HMRC app to pay their self-assessment tax since 6 April 2025, an increase of 132,788 people compared to the same period last year

07 January 2026

5.65 million people are still to file their self-assessment tax return as the self-assessment deadline looms
Statistics on taxpayers who filed their self-assessment tax return over New Year’s Eve and New Year’s Day and reminders about the new High Income Child Benefit Charge PAYE digital service, the Winter Fuel Payment, Making Tax Digital, capital gains tax issues with the 2024/25 tax return, and the range of online support available

06 January 2026

Important update regarding tax refunds
Employee tax refunds

02 January 2026

Over 37,000 people filed their tax return over the Christmas break
Statistics on taxpayers who filed their self-assessment tax return over the festive break and reminders about the new High Income Child Benefit Charge PAYE digital service, the Winter Fuel Payment, Making Tax Digital, capital gains tax issues with the 2024/25 tax return, and the range of online support available

30 December 2025

Using the HMRC app to access tax and financial information
The HMRC app. HMRC has provided the latest stats on taxpayer usage

29 December 2025

HMRC reduces late payment and repayment interest rates from 9 January 2026
HMRC’s changes to payment and repayment interest rates, following the latest reduction in the base rate recently announced by the Bank of England

12 December 2025

HMRC reminder about spreading the payment of tax bills
Payment plans to help spread the cost of a self-assessment tax bill

11 December 2025

The Low Incomes Tax Reform Group (LITRG) urges Chancellor to clarify plan to exempt some pensioners from income tax
The government plan not to collect income tax from certain state pensioners. The LITRG is urging the Chancellor to set out this will work

11 December 2025

Making Tax Digital (MTD) for income tax and cessation of a business
MTD for income tax - HMRC’s responses regarding the interaction between cessation of a business and MTD reporting obligations, and more questions raised