Records, updates and software

What goes into a Making Tax Digital quarterly update, how often you send one, and how to fix mistakes.

A side-by-side comparison of the main kinds of Making Tax Digital software, who each suits, and the questions to ask before you pay.

The two types of quarterly update period for MTD for Income Tax, how calendar quarters work, and who should use them.

What counts as a digital record under MTD for Income Tax, what each record must include, and the rules on digital links.

A step-by-step walkthrough of sending your first Making Tax Digital quarterly update, from records to submission.

How to fix errors in Making Tax Digital quarterly updates and final declarations, and why you don’t need to resend old updates.

What HMRC’s in-year tax estimate under MTD for Income Tax shows, how reliable it is, and how to use it.

What the Making Tax Digital final declaration is, what goes into it, and how it replaces the Self Assessment tax return.

Why the end of period statement no longer exists in MTD for Income Tax, and what replaced it.

What software you need for Making Tax Digital for Income Tax, the main types, and what to check before you choose.

Whether you can do MTD for Income Tax without paying for software, where to find free options, and what to check.

How bridging software lets you keep using spreadsheets for MTD for Income Tax, and the rules you need to follow.

The expense categories used in Making Tax Digital quarterly updates for sole traders and landlords, and when you can send one total figure.

How long to keep your digital records under MTD for Income Tax, and what to do when you switch software.