Frequently asked questions

Yes — the macOS version (13+) is available. Get access or email info@mtd.tax if you’d like help getting started.

iPhone and iPad support is currently in development.

macOS 13 or later. iPhone and iPad support is coming soon.

Apple Numbers and Microsoft Excel work best. Google Sheets is fine too (download as a local file first). Use one spreadsheet per business/property for clarity.

No — you can use your existing sheet. The app maps your income & expense totals to HMRC categories. We also have starter templates on request which make submissions even easier.

CSV import isn’t required (or supported) — quarterly updates submit summary totals. We don’t currently export working papers from the app.

A short submission of income and expenses totals for each business (self‑employment, UK property, foreign property). It’s cumulative — your latest figures replace the previous ones.

Each update is due within one month of the quarter end. The app shows your live obligations and deadlines.

Yes. You can include figures up to today when you file an update, then resubmit later if anything changes. You can make as many submissions as you like.

Your digital Self Assessment return. After year end you add any final adjustments and other income (e.g., dividends, savings), then submit the final declaration to complete the year.

You can usually use consolidated expenses for quarterly updates — a single expenses total (plus income totals), instead of itemised categories.

Yes. UK property and foreign property are both supported. Foreign property updates are currently reported per country; HMRC plan to move to per‑property in future.

Typically: rents received and other property income, allowable expenses (repairs, insurance, agent fees), and finance costs. If your turnover is under £90,000 you may submit consolidated expenses.

Each owner reports their share on their own return. Keep your records showing the split; the app submits your totals for your share.

We submit the required summary totals. Specific FHL rules (e.g., qualifying conditions and allowances) are handled in your records and at year‑end when you complete the final declaration.

Yes. Quarterly updates are cumulative — submit again with the level of detail you prefer; the latest update replaces the previous one.

Typically: turnover, other income (if any), and allowable expenses (e.g., cost of goods, marketing, office costs). Under £90,000 turnover you can submit consolidated expenses instead.

Yes — use a separate spreadsheet (and mapping) for each trade so each business has its own quarterly updates.

Yes — you keep records in your chosen method. The app submits your quarterly totals either way, and you finalise at year end.

CIS tax deducted is typically reconciled at year end as part of the final declaration. Keep your CIS records in your spreadsheet; we’ll guide you on finalising.

No — this app is for MTD for Income Tax (ITSA). VAT submissions remain separate and we have an app for that too.

Yes. You can manage multiple clients; obligations are viewed per client with submission history and HMRC references.

You can authorise the client via HMRC (Agent Services Account) or with our build in authorisation request feature. Once authorised, sign in through the app and select the client to view obligations and submit updates.

Yes. Each client must be signed up to MTD for Income Tax before you can file quarterly updates for them.

No. The app communicates directly with HMRC. We don’t run an intermediate server or hold client data; any logs you choose to share with us remain between you and us for support.

Yes — file per client, one after another. Saved spreadsheet mappings make repeat quarterly submissions quick once set up.

You can start now if you wish — check HMRC's page on who can sign up voluntarily. We’ll guide you through connecting the app once you’re signed up.

Yes — it’s recognised for Making Tax Digital for Income Tax. We use HMRC’s latest ITSA APIs for 2025–26 onward.

None. The app communicates directly with HMRC and pulls/pushes data as needed. We do not have in intermediate server or store any data.

During setup and support you may choose to share logs or screenshots with us. Logs can include your figures so we can troubleshoot submissions. We don’t share your data with third parties.

HMRC will only see the quarterly update and final declaration totals that you submit. They do not see your itemised income and expenses or invoices.

Email info@mtd.tax. We aim to reply promptly and can step through issues with you.

For the 2025–26 tax year, the app is free to use for those helping us test the system. Starting from the 2026–27 tax year, the app will cost approximately £30-£40/year.