Next confirmation statement
Provide the personal code with the next confirmation statement during the transition period.
FREE · SOURCE-CHECKED 4 AUGUST 2026
The two UK practice clocks
to review now.
A practical reading map for MTD Income Tax staging and Companies House identity-verification roles. It organises published dates; it does not decide scope or perform an official action.
MAKING TAX DIGITAL FOR INCOME TAX
Stage the cohort before the first update.
HMRC publishes a three-year threshold sequence. The standard first quarterly update in its first-year guide is 7 August of the relevant start year.
Qualifying incomeMTD startStandard first update
Over £50,0006 April 20267 August 2026
Over £30,0006 April 20277 August 2027
Over £20,0006 April 20287 August 2028
Confirm qualifying income, exemptions, accounting period, compatible software, signup, digital records, and the effective date in the current official service. This table is not a scope decision or submission calendar for every case.
COMPANIES HOUSE IDENTITY VERIFICATION
Track the role, not just the person.
Identity verification attaches to a person, while the personal code is provided for each relevant company role. A director who is also a PSC therefore has separate role actions.
Separate 14-day PSC window
The director action does not replace the PSC action. Copy the official PSC window from Companies House.
First 14 days of birth month
Companies House shows the window. Do not store or infer the full date of birth in an operating tracker.
Appointment or registration flow
Follow the current official filing or registration instructions and retain evidence in an approved system.
Personal code boundary
Companies House describes the code as 11 characters, personal to the individual, reusable across roles, and something that must be kept safe. A shared tracker should hold only a Yes or No custody state and a secure-system reference—never the code itself.
OFFICIAL SOURCES
Re-check before every operating cycle.
72-HOUR CLOSEOUT TO MULTI-CLIENT WORKFLOW
Print the blocker packet. Add the queue only if it fits.
The free four-page PDF covers T-72, T-48, T-24, exceptions, reviewer handoff, submission receipts, and next-quarter control. The paid v1.1 desk adds an 8-sheet Excel control board and 7-page playbook.