Published start for qualifying income over £50,000.
SOURCE-CHECKED 4 AUGUST 2026 · EXCEL + WORD + PDF
Run two deadline streams.
Work one action queue.
For accountants, bookkeepers, and company-secretarial teams coordinating MTD Income Tax readiness and Companies House identity-verification roles across multiple clients or entities.
fictional sample dashboard
Cumulative totals through 5 July for standard periods.
Companies House estimate through mid-November 2026.
8 SHEETS · 2 STREAMS · 1 QUEUE
Built for the work between official systems.
The pack makes owners, readiness gaps, dates, and evidence references visible. Actual verification, filing, signup, digital records, and submission stay in approved services.
MTD Q1 72-hour closeout
Print the blocker board, reviewer handoff, submission receipt, and next-quarter control before opening compatible software.
Practice control board
Formula-driven counts for the MTD and identity-verification queues.
MTD readiness tracker
Stage qualifying-income bands, software, sign-up, authority, records, owners, and the effective date.
IDV role tracker
Use one row per director or PSC role, with official dates and secure evidence-location references.
Combined action queue
Review the first ten records from each stream in overdue, due-soon, readiness, or custody order.
Visible logic and sources
Audit the dropdowns, status rules, official URLs, review date, and privacy boundary.
Seven-page playbook
Load a cohort, assign owners, run daily triage, control data, and update the pack safely.
STREAM A
MTD Income Tax readiness
- Qualifying-income band and staged start
- Compatible software, signup, authority, digital records
- Standard and operator-overridden effective date
- Ready, due-soon, overdue, and complete states
STREAM B
Companies House IDV roles
- One row per director or PSC role
- Official confirmation-statement or PSC window date
- Yes or No code custody without exposing the code
- Verify, secure, check, due-soon, overdue, and complete states
NON-NEGOTIABLE BOUNDARY
A control desk is not the official service.
No legal or tax advice, identity verification, ACSP service, Companies House filing, MTD signup, compatible software, digital-record creation, submission, tax calculation, or compliance guarantee.
FAQ
Know exactly what the desk does.
Does this submit an MTD quarterly update?
No. It is not MTD-compatible software and never signs up a client, creates digital records, or submits an update.
Does it verify identity or file at Companies House?
No. It does not act as an ACSP, verify a person, provide a personal code, or submit any company filing.
Can I store a personal code in the workbook?
No. Record only Yes or No for secure custody plus a reference to the practice’s approved secure system.
Which dates does it calculate?
It maps the published staged MTD start years and standard first-update date. PSC due dates use an official window start entered by the operator plus 13 days. All official dates must be checked.
Does the first-year penalty easement remove the deadline?
No. HMRC says penalty points will not be applied for late quarterly updates in 2026-27, but all four updates still need to be sent before the tax return can be submitted.
What does the licence cover?
One legal organisation may use and modify the files for its internal practice workflow. Resale, redistribution, and competing hosted or downloadable products are not allowed.
VERSION 1.1 · SAME LAUNCH PRICE
Put the next practice review on one screen.
Excel desk, Word playbook, 72-hour closeout PDF, README, source and scope notes, licence, changelog, and sales-copy reference. Start with the free closeout packet before deciding whether the multi-client queue fits.