MTD Individual Tax Returns - what will be available to enter for 2025/26

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 2025/26 tax year.

Income, reliefs and adjustments covered in phase one

You can now enter data for:

• Self Employment, including CIS deductions
• State pension and other taxable state benefits
• Bank, building society and other UK interest
• UK dividend income (excluding directors' dividends)
• Pension contributions
• Charitable donations
• Student and Postgraduate loan repayments
• Child benefit tax charge

What you can do with this data

For each of the areas listed above, you can:

• Fetch data from HMRC, where available
• Send data you've entered in the Tax Return to HMRC
• Get on-the-fly tax calculations as you work
• Fetch HMRC's tax calculation for comparison
• Rely on built-in checks that your data meets HMRC's filing requirements
• Rely on built-in checks that HMRC's calculation matches the software's calculation
• Submit the Tax Return
• Get confirmation that your Tax Return has been received and all obligations for the year have been met

Please note that amendments to submitted Tax Returns will not be available in this release. Although it will be possible to update the software with any required changes and review your revised in-app tax liability, it will not be possible to submit the revised data to HMRC until our October 2026 release.

Phase 2 – October 2026

Our October 2026 release brings in full functionality for the following additional income, reliefs and allowances:

• UK land and property businesses
• Employment
• UK and foreign pension income
• Marriage allowance transfer
• UK and foreign pension charges
• Class 2 and Class 4 maximum charge and voluntary Class 2
• Ability to create, amend and delete CIS data
• Post-cessation and business receipts
• Tax avoidance schemes
• Annual pension allowance
• UK & foreign life insurance gains
• Directors’ dividends
• Reliefs including annual payments, loan interest, post-cessation, maintenance payments etc
• Foreign dividends, interest and other foreign income (not including property)

In addition, in the October 2026 release, we are also providing functionality which compares the calculation produced by the software against HMRC’s calculation which can be used to identify differences between the calculations.

Phase 3 - Winter 2026

• Capital Gains

Phase 4 – Spring 2027

The following income, reliefs and allowances will be added for the 2026/27 Tax Returns onwards.

• Foreign property
• Working abroad
• UK patent royalty payments & payments to a trade union for death benefits
• Any other income such as PIDs
• Other reliefs such as VCT, SEIS etc
• Tax adjustments to carry back losses
• SBA & Freeport capital allowances
• Winter fuel payment charge
• Income from partnership