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Getting StartedMaking Tax DigitalUpdated February 21, 2026

Never Miss an HMRC Quarterly Deadline Again

Never Miss an HMRC Quarterly Deadline Again

Release v1.0.26 | HMRC Quarterly Deadline Reminder Workflow

Missing an HMRC Making Tax Digital quarterly deadline isn't just stressful — it can result in penalties. With v1.0.26 we're introducing an automated deadline reminder workflow that keeps you informed at exactly the right moments, without you having to lift a finger.

The Problem

Under MTD for Income Tax, UK landlords are required to submit quarterly updates to HMRC across four periods each tax year. Each period has a fixed HMRC-mandated deadline. With multiple properties, multiple quarters, and everything else that comes with managing a property portfolio, it's easy for a deadline to creep up unnoticed.

What We've Built

Starting with v1.0.26, the platform runs a daily sweep at 08:00 UTC across all organisations. For every organisation with:

  • At least one active property, and
  • At least one connected HMRC credential

…the workflow checks which quarterly periods have a deadline falling within the next 30 days and fires the appropriate reminder.

Three Tiers of Reminders

We've designed the reminder system to match where you should be in your workflow at each point in time:

30 days out — Early warning. You have time. This reminder prompts you to start thinking about the quarter: pull in your transactions, check your figures are up to date, and make sure nothing is missing.

7 days out — Time to act. If your quarterly summary hasn't been computed and reviewed yet, this is your prompt to do it. The deadline is close.

1 day out — Final call. One last reminder. If your summary is drafted, compute it. If it's pending, submit it. Tomorrow is the deadline.

Smart Status Awareness

The workflow doesn't send unnecessary noise. Before firing a reminder, it checks the status of your quarterly summary for that period:

  • No record or draft → Action prompt to compute and review your summary
  • pending → Action prompt to submit to HMRC
  • submitted → Silence. You're done. Nothing to see here.

This means once you've submitted a quarter, you won't receive any further reminders for it — regardless of which daily sweep runs next.

No Setup Required

If your organisation already has active properties and a connected HMRC credential, reminders are active automatically. There is nothing to enable or configure.

If you haven't yet connected your HMRC account, head to the HMRC Credentials section of your settings to get started.

What's Next

This workflow lays the groundwork for a more proactive submission experience. Future releases will build on this foundation with smarter nudges, pre-filled summaries, and tighter integration with your transaction imports from AgentOS.

v1.0.26 is available now. Check your Notifications panel for any upcoming quarterly deadlines.