In order to use TaxCalc to submit and retrieve information for MTD income tax for your clients, HMRC require authorisation between the software and the MTD APIs. These can be retrieved within Admin Centre > Applications > MTD Quarterly Filer. Open TaxCalc and select Admin Centre Click...

Within MTD Quarterly Filer > Business Information, the accounting type displays as 'Cash'. This is because HMRC default all businesses to cash upon signing up for MTD. This does not prevent quarterly filings to be submitted on an accruals basis and the MTD tax return will allow the accounting...

Phased releases of MTD Tax Returns We're rolling out our MTD Tax Return Production software in phases. This article explains what's included in this first phase, and what you need to know before you get started. Phase 1 – August 2026 This release is phase one of MTD Tax Return Production for...

The MTD tax return, as opposed to the SA100, is required to be completed for individuals who have registered for MTD for income tax for the tax year. It can only be prepared digitally and is due by 31 January following the end of the tax year (same as the existing SA100). The process itself is...

Completing your Self-Employment pages A guide to the Income, Expenses, Capital allowances, Losses and National Insurance screens This article explains what to enter on each of the Self-Employment pages when completing your Self Assessment tax return under Making Tax Digital for Income Tax. Each...