MTD Quarterly Filer
FREE until April 2026*
MTD Quarterly Filer is designed to help accountants and businesses comply with Making Tax Digital (MTD) for Income Tax.
As part of the upcoming MTD changes, businesses and landlords with combined turnover exceeding £50,000 must submit quarterly updates to HMRC from April 2026, with those turning over more than £30,000 joining them in April 2027.
To support our customers, we're offering MTD Quarterly Filer for FREE until April 2026 * with a Tax Return Production licence.
This provides an excellent opportunity to get ahead of the transition by joining the HMRC testing phase for the 2025/26 tax year..
* Available for free until April 2026 with a Tax Return Production licence.
Key features
Purpose-built for agents
Manage multiple clients and file quarterly updates to HMRC with ease.
Spreadsheet compatible
Maintain spreadsheets with clients for whom that is the preferred solution.
Standalone or integrated
Works independently or alongside TaxCalc's powerful workflow tools.
Why choose MTD Quarterly Filer?
- Stick with your spreadsheets: No need to migrate clients over to complex bookkeeping solutions
- Comply with MTD for Income Tax: Easily submit quarterly updates to HMRC and keep track of submissions made elsewhere
- Seamless integration: Works alongside Tax Return Production and the wider TaxCalc suite
- Test the process ahead of mandation: Gain experience before MTD for Income Tax becomes mandatory
- Full visibility: View the update status for all clients, not just those filed using TaxCalc
- Free until April 2026: No additional cost for existing Tax Return Production customers
Stay ahead with TaxCalc
The transition to MTD for Income Tax is coming - start preparing now with TaxCalc's MTD Quarterly Filer. Get ready for a seamless and stress-free experience.
Speak to our Sales Team
0345 5190 883
Features
MTD Quarterly Filer is simple, intuitive and packed with user-friendly features to help you keep on top of MTD compliance.
Filing Obligations and Update Periods
File MTD for Income Tax updates to HMRC on time, every time.
- Avoid potential errors by automatically retrieving MTD obligations directly from HMRC
- Determine your own update periods: quarterly, monthly, weekly or even daily!
- Make your calendar quarter elections in-product
- Validate your data on set-up with our MTD sync wizard
- Check and FinishTM error identification and correction prior to filing
- Save, print or export all your data
Simple Data Entry
Fast and efficient capture of bookkeeping data.
- One click import of your Excel or CSV bookkeeping spreadsheet
- Simple mechanism to identify the cell data to be submitted
- Create an import map to bring in data automatically
- Capture add-backs, disallowables and private use adjustments
- Enter adjustments as figures or percentages
- Make any tax adjustments prior to submission
Full Client Visibility
Always be in control of your clients' MTD position.
- Retrieve the latest submission data, even for clients filing in other applications
- Monitor progress throughout all four obligation periods
- See the filing status and submission receipt for all updates...
- Maintain a locked copy of the spreadsheet against every filing made
- View HMRC's tax calculations after every submission
- Digital links maintained throughout, as required by HMRC
Full Suite Solution
Benefit from TaxCalc's fully integrated suite of practice management tools.
- Identify affected clients using Report Manager
- Track deadlines, due dates and work assignments with WorkFlow
- Automate information requests with Communications Centre
- Finalise the end-of-year tax position with Tax Return Production
- Obtain client approval digitally with eSign Centre
- Document the whole process with Document Manager
Stay ahead with TaxCalc
The transition to MTD for Income Tax is coming - start preparing now with TaxCalc's MTD Quarterly Filer. Get ready for a seamless and stress-free experience.
Speak to our Sales Team
0345 5190 883
Frequently asked questions
The questions below provide immediate answers to many aspects of MTD Quarterly Filer. If you'd like to know more, call our Sales Team on 0345 5190 883 or email sales@taxcalc.com.
What is TaxCalc MTD Quarterly Filer?
TaxCalc MTD Quarterly Filer is a HMRC-recognised spreadsheet bridging solution that allows users to submit quarterly updates to HMRC under the Making Tax Digital (MTD) for Income Tax rules.
Who needs to use MTD Quarterly Filer?
Individuals with qualifying self-employment and/or property income above HMRC’s MTD threshold (currently £50,000 but dropping to £20,000) will be required to file quarterly updates using MTD-compatible software from April 2026.
How do I register for MTD with HMRC?
Signing up for MTD for Income Tax is via HMRC’s website. Once registered, you will be able to authorise TaxCalc to connect digitally to your HMRC account.
Can I submit updates for more than one business or property type?
Yes. TaxCalc supports multiple sources of income, including multiple businesses or property portfolios including UK and overseas property. It allows you to file updates for each separately.
Does the bookkeeping spreadsheet get submitted to HMRC?
No. Only the summary totals extracted form the spreadsheet. No transactional data is sent to HMRC.
Does TaxCalc calculate the tax position after each quarterly update?
The software returns the HMRC generated tax calculation based on the data entered and this may change with each subsequent update. The final tax position will be calculated by TaxCalc within Tax Return Production prior to submission to HMRC.
When are the quarterly update deadlines?
Q1: 6 April - 5 July → Due by 7 August
Q2: 6 July - 5 October → Due by 7 November
Q3: 6 October - 5 January → Due by 7 February
Q4: 6 January - 5 April → Due by 7 May
Are the quarterly updates cumulative?
Yes. Each quarter should include all figures from the start of the tax year to the end of the update period.
Can I make a calendar quarter election in the software?
Yes, but you must do so before filing your first quarterly update. HMRC will not accept any change to the basis once the first update has been submitted.
Can I amend a submitted quarterly update?
Yes, although HMRC's expectation is that minor discrepancies will be corrected in the next update or final tax submission.
Does the software integrate with accounting systems?
TaxCalc can import trial balance data from Xero, Quickbooks and FreeAgent into TaxCalc Accounts Production for the preparation of final accounts for inclusion on the final tax return, but not directly into MTD Quarterly Filer for making quarterly updates. This must be done via a spreadsheet.
Do I need to submit a Self Assessment tax return as well?
Yes. Whilst quarterly updates are mandatory under MTD, you will still be required to submit a final tax return at year-end.
Stay ahead with TaxCalc
The transition to MTD for Income Tax is coming - start preparing now with TaxCalc's MTD Quarterly Filer. Get ready for a seamless and stress-free experience.
Speak to our Sales Team
0345 5190 883
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