Mandatory from April 2026

Making Tax Digital for Income Tax

Quarterly filing is coming. Sole traders and landlords earning over £50,000 must submit digital records to HMRC every quarter from April 2026. TaxStats makes it effortless.

Who Needs MTD ITSA?

Mandation is rolling out in phases based on qualifying income.

Tax YearIncome ThresholdStatus
2026-27Over £50,000Mandatory
2027-28Over £30,000Mandatory
2028-29Over £20,000Planned

Qualifying income = self-employment turnover + gross property income

Quarterly Filing Calendar

Each update is cumulative from 6 April. Each submission replaces the previous one.

Q1

6 Apr – 5 Jul

Due: 7 August

Q2

6 Jul – 5 Oct

Due: 7 November

Q3

6 Oct – 5 Jan

Due: 7 February

Q4

6 Jan – 5 Apr

Due: 7 May

Built for MTD ITSA

Everything you need to stay compliant with Making Tax Digital.

Quarterly Dashboard

Track all 4 quarters with live status, YTD income, expenses, and net profit at a glance.

One-Click HMRC Submission

Submit cumulative quarterly updates directly to HMRC. Cumulative format — each update replaces the last.

AI Receipt Scanner

Snap a photo of any receipt. Our AI extracts vendor, amount, VAT, and suggests the right HMRC expense category.

Mileage Tracker

Log business miles with HMRC-approved rates (45p/25p for cars). Automatic calculation with 10,000-mile threshold.

Tax Calculation Preview

See your estimated tax bill in real-time as you submit quarterly data. Income tax bands, NI, and payments on account.

Mobile-First Design

File from your phone. Thumb-friendly CTAs, sticky action bars, and a full experience on screens from 375px up.

MTD ITSA
£19.99/month

Everything you need for quarterly HMRC filing

  • Quarterly HMRC submissions
  • AI receipt scanner
  • Mileage tracking with HMRC rates
  • Tax calculation preview
  • Final declaration filing
  • Mobile-first design
  • Cumulative update management
  • HMRC fraud prevention compliance
Start Free Trial

Also need to file a Self Assessment? We've got you covered.

Self Assessment. Sorted.

File your tax return accurately, on time, and for a fraction of what accountants charge. AI-guided, HMRC-compliant, stress-free.

Sound Familiar?

Confused by HMRC forms?

SA100, SA103, SA105 — it feels like a foreign language. One wrong box and you could overpay or trigger an investigation.

Always leaving it to the last minute?

The 31 January deadline creeps up every year. Then it's a panic to find receipts, chase records, and file on time.

Paying too much for an accountant?

Accountants charge £300-£800+ for a basic Self Assessment. You shouldn't need to remortgage your house to file a tax return.

Not sure what you can claim?

Allowable expenses, capital allowances, marriage allowance, working from home relief — most people miss hundreds in legitimate deductions.

TaxStats solves all of this.

How It Works

Three steps. That's it.

1

Sign up and answer a few questions

Tell us about your income sources — employment, self-employment, property, dividends. We'll figure out which SA forms you need.

2

AI guides you through every box

Our AI assistant walks you through each section in plain English. Upload receipts — we'll extract the data. Connect your bank — we'll categorise transactions.

3

Review, approve, file to HMRC

Your completed return is reviewed by a qualified accountant. Approve the final version and we submit directly to HMRC. You get confirmation within seconds.

What's Included

Everything you need to file your Self Assessment — no add-ons, no surprises.

  • SA100 — Main Self Assessment return
  • SA102 — Employment income
  • SA103 — Self-employment income
  • SA105 — Property income (landlords)
  • SA108 — Capital gains
  • SA106 — Foreign income
  • AI expense suggestions and categorisation
  • Deadline reminders (email & SMS)
  • Digital record keeping (HMRC compliant)
  • Year-round access to your tax records
Self Assessment
£149/year

Everything you need to file your Self Assessment

  • AI-guided Self Assessment filing
  • HMRC direct submission
  • Accountant review included
  • All SA supplementary pages
  • Payment on account calculator
  • Unlimited document storage
  • Deadline reminders
  • Secure HMRC messaging

Frequently Asked Questions

Do I actually need to file a Self Assessment?+

You need to file if you're self-employed, a landlord, earn over £100,000, have untaxed income (dividends, savings interest above the allowance), or HMRC has sent you a notice to file. If you're unsure, sign up for a free account and we'll tell you.

What's the deadline?+

For the 2024/25 tax year: 31 October 2025 for paper returns, 31 January 2026 for online returns. Late filing triggers an automatic £100 penalty, with further penalties after 3, 6, and 12 months.

Can I file previous years' tax returns?+

Yes. You can file up to 4 years late through TaxStats. We'll guide you through the process and help you understand any penalties or interest that may apply.

What if I have multiple income sources?+

No problem. TaxStats handles employment, self-employment, property, foreign income, capital gains, and dividends — all in one return. Our AI figures out which supplementary pages you need.

Is my data safe?+

Yes. Bank-grade encryption (AES-256), UK/EU hosted infrastructure, ICO registered. We never share your data with third parties. You can delete your account and all data at any time.

What if HMRC has questions about my return?+

We're an HMRC Recognised Agent. If HMRC opens an enquiry, we can deal with them on your behalf. Our AI can even help draft responses to HMRC correspondence.

Ready to File Your Tax Return?

Start free. No credit card required. AI-guided filing with accountant review.