Making Tax Digital for Income Tax

Get your quarterly figures straight — before the deadline

Add your income and expenses, see the totals your quarterly update should show, then copy, print or download a summary you can hand to your accountant.

This is a free planning aid, not HMRC-recognised filing software. It cannot send anything to HMRC for you.

Your setup

Two choices. Everything else is optional.

Which update periods do you use? Standard — my accounting period runs 6 April to 5 April Calendar — my accounting period runs 1 April to 31 March

Not sure? Standard is the default.

Tax year

Trading name (optional)

Only used on the printed summary and the exported file names.

Tax year timeline

Each update covers from the start of the tax year to the end of that period.

Add your figures


Date	Customer or source	Category	Note	Amount	Actions

What your quarterly update should show

Income (turnover): £0.00
Expenses: £0.00
Net profit: £0.00

Income (turnover): £0.00
Expenses: £0.00
Net profit: £0.00

Expenses by category

Take it out of the browser

Your figures stay on this device.

Downloads a calendar file with the four dates.

Restore from backup

Choose a backup file No file chosen

Restoring replaces everything currently stored in this browser.

Summary text

Do you have to use MTD for Income Tax?

Three yes/no questions.

Is your total income over £50,000?

Total income before expenses.

Yes No

Are you registered for Self Assessment? Yes No

Have you sent a Self Assessment tax return in the last two years? Yes No

The three things people ask first

What actually gets sent?

Totals only.

What if I miss a deadline?

Penalty points.

Can this tool file for me?

No.

Where the dates come from

Dates checked 27 September 2026.