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MTD for Income Tax – Quarterly Submission

How submit to HMRC your quarterly MTD submission for an income stream

When you have completed the bookkeeping for the quarter to be submitted;

· Go to the Bookkeeping tab

· Select the current tax year from the filter drop down at top left

· Review the transactions in each of the quick filter captions on the left

· Edit and amend as necessary

· Go the Reports tab

· Run a Profit and Loss report for the year to the end of the quarter being submitted.

· Go to the MTDITSA tab

· Click the quarter to be submitted

· Check the details to the Profit & Loss report (above)

· If you are happy click Submit Information to HMRC

· Review the information to be submitted

· Tick the box to confirm accuracy

· Click Submit Information to HMRC

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