Requirements
- macOS 13 Ventura or later
- iOS 16.4 or later
- iPad 16.4 or later
- Spreadsheet with your income & expenses (Numbers, Excel)
- HMRC sign-in (we’ll guide you for MTD ITSA setup)
To join the beta, you’ll also need to sign up for MTD this year (earlier than required).
Need a spreadsheet template?
We provide templates for self‑employed and landlords covering all the data fields that can be submitted in your quarterly updates.
Want to help test now?
We’re still onboarding a small number of early users who have signed up for MTD this year. You’ll get 1‑to‑1 onboarding and direct support.
Beta requires macOS 13+, iOS 16.4 or iPadOS 16.4 and voluntary sign‑up to MTD for the 2025–26 tax year.
What happens next?
- We’ll send you a beta build and quick-start instructions.
- Connect your HMRC account and confirm your obligations.
- Map your spreadsheet columns and submit a test update.
- Share feedback; we’ll help you get set up for real submissions.
Early access benefits
- 1-to-1 support from the developer to guide you through submissions
- Access to a specialised HMRC team if needed
- Influence which features we prioritise next
- Try MTD early in a no-penalty year
If you’re an accountant or agent, see agent features.