The 2026/27 tax year ends on Monday 5 April 2027. Several allowances are "use it or lose it", and some backdated claims for 2022/23 end on the same day. Tick them off as you go.
Figures are 2026/27 rules for England, Wales and Northern Ireland, from GOV.UK. Scottish income tax bands differ. It's a checklist, not advice. If you're unsure, a regulated adviser or MoneyHelper can help.
Key dates
Date
What
Mon 5 April 2027
Last day of the 2026/27 tax year
Tue 6 April 2027
2027/28 starts: cash ISA limit £12,000 for under-65s, new property income rates, MTD for over £30,000
31 July 2027
2nd payment on account for 2026/27
5 October 2027
Register for Self Assessment if you're new for 2026/27
31 January 2028
File the 2026/27 return online and pay
£7Self-Assessment Tax Tracker 2026/27
Have every number ready for your tax return, sorted into HMRC's categories.
Income and expenses logs with HMRC categories, mileage, use of home, an estimate of income tax and Class 4 NI, and year-to-date MTD quarterly totals.
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£6UK Landlord Rental Income & MTD Tracker 2026/27
Rent, costs and mortgage interest per property, with year-to-date totals for each MTD quarterly update.
Up to 6 properties with your ownership share, rent and expense logs in HMRC-style categories, year-to-date MTD quarterly totals, actual expenses vs the £1,000 property allowance, and your tax at 2026/27 rates and the new 2027/28 property rates (22% / 42%).
We make and sell this template (Tidy Life Templates).
£15UK Money & Life Templates Bundle (10 templates)
All 10 paid templates (worth £54) for £15: £1.50 each.
Every paid Tidy Life template in one download: budget, bills, debt, Self-Assessment, landlord & MTD, Christmas, January reset, Vinted, house move, meal plan and job hunt.
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We make and sell this template (Tidy Life Templates).
FAQs
When does the 2026/27 tax year end?
Monday 5 April 2027. The 2027/28 tax year starts on Tuesday 6 April 2027.
What should I do before the end of the tax year?
Use your ISA allowance, check your pension allowance (unused 2023/24 allowance expires), consider pension contributions if you're near £60,000 or £100,000, and make any backdated claims for 2022/23 such as Marriage Allowance or job expenses.