This is the legislation:

https://www.legislation.gov.uk/uksi/2026/336/made

Para 12 Table 1 sets out the required periods for fiscal quarterly updates and Para 13 Table 2 sets out the required periods for calendar quarterly updates.

Nothing says you can run up to "yesterday".

Hi Stephen,

Thanks for your reply.

I took this to our product team and they replied as follows:

Under cumulative rules, there are two ways a quarterly update can fulfil an obligation.

The first is what the product currently supports today: for example, if a customer is aligned to the tax year, their first quarter will send from 6 April to 20 July (if update sent today), with a deadline of 7 August. As long as the customer sends an update past the end of the quarter, their obligation will be marked as complete.

The second option, which we do not currently offer, is to submit a end-of-quarter-update. For example, an update submitted on 20 July could include only records from 6 Apr to 5 Jul. This would still fulfil the first-quarter obligation but potentially provide a less accurate tax calculation.

The product is currently compliant, but an additional feature to allow filtering by date is in development.

I hope this helps to clarify.

Andy,
Sage UKI

so can you confirm that the next return will run from the 21 July to the end of the next quarter  30.9.26 as this will have to align with the 5 April at some point ?  Sage 50 allows filtering by date and other software we are using, cant understand why this isnt.

Hi Nicola,

Thanks for coming back.

Each submission includes all transactions from 6 April to the day before submission, but HMRC assigns them to quarters based on the transaction date. You can also resubmit updates as often as needed before year end.

We're also introducing a new reporting option soon that will allow quarter-only reporting to make reconciliation easier.

I hope that helps clarify.

Andy
Sage UKI

so can you confirm that at some point this will then align with the tax year end date of the 5 April 2027 

You can choose the period end from Q2 onwards if you've already submitted, and each period after that.

Andy,
Sage UKI

You can choose the period end from Q2 onwards if you've already submitted, and each period after that.

Andy,
Sage UKI