Membership 2026 Annual Returns

As a direct response to feedback received, we have changed the due date for submission of the Annual Return to the end of February next year. For the 2026 Annual Return, this means the new deadline is 28 February 2027. The extension is to support all members to submit their returns on time.

Why your Annual Return matters

Submission of your return is mandatory and required each year. It ensures we have complete, accurate and up-to-date information on our members.

It is a key element in our monitoring, and being seen to monitor, compliance with the high professional standards we expect our members to observe. Monitoring and enforcement of standards helps to ensure our members maintain their professional reputation for excellence in taxation.

Why timely submission is important

It supports us to support you. We follow up with members where answers indicate further guidance or action is needed to meet membership, legal and/or regulatory requirements. The information provided also helps us focus our activities to meet members’ needs.

Timely submission avoids disciplinary follow-up, including financial penalties and referrals to the Taxation Disciplinary Board.

What the extended deadline means for you

The new deadline for your 2026 Annual Return is 28 February 2027. This extension provides extra time to submit your return on time. We will expect all members to meet this due date.

Please be aware that the membership fee renewal due date remains at 31 January 2027, except for those paying via monthly Direct Debit.

We recommend that members:

• prioritise timely submission, as it is an essential membership requirement;
• start your submission well before the new final due date;
• review your answers for accuracy and completeness; and
• submit, save the confirmation, and respond promptly to any follow-up queries.

Next steps

The 2026 Annual Return will be open in your member Portal for submission from mid-November 2026. Members will be sent an email invitation once the renewal window is open.

Once open, you can submit your return here: https://pilot-portal.tax.org.uk/

There will be notices in Tax Adviser, the websites, on Weekly News and other social media platforms.

Ensure your Portal login is accessible and that your contact details are up to date. This will help you receive the communications we send. To make sure you receive our emails we recommend adding [email protected] or [email protected] to your email contact list.

Be aware that non-receipt of an email invitation or reminder is not an excuse for late submission.

If you have retired and wish to switch to a retired membership band or need to adjust your membership subscriptions in any way, please contact us as soon as possible at [email protected].

We suggest members diarise reminders to ensure you meet the Annual Return submission deadline on time.

Any questions on the Annual Return? Please contact us at [email protected]