Making Tax Digital for Income Tax

MTD First Quarter Sorted

If you're a sole trader or landlord, Making Tax Digital means sending HMRC an update every three months. This kit walks you through your first quarter step by step, so you know what to record, how to sort it and what to send.

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What you get

  • The First Quarter app: checks whether and when MTD applies to you, sets up your income and gives you a quarterly workbook with running totals
  • The plain-English PDF guide: who has to join and when, what a quarterly update is, and the dates to put in your diary
  • The spreadsheet: a record-keeping template, in Excel format, that opens in Google Sheets too

Good to know

This kit helps you understand and organise your records. It doesn't send anything to HMRC and isn't tax advice. You still send updates through HMRC-recognised software, and if your affairs are complicated, speak to an accountant.

Rules can change. Check GOV.UK for the latest HMRC guidance.