Making Tax Digital for Income Tax
Quarterly filing is here. Sole traders and landlords earning over £50,000 must now keep digital records and submit to HMRC every quarter — with the £30,000 threshold following from April 2027. TaxStats makes it effortless.
Who Needs MTD ITSA?
Mandation is rolling out in phases based on qualifying income.
| Tax Year | Income Threshold | Status |
|---|---|---|
| 2026-27 | Over £50,000 | Mandatory |
| 2027-28 | Over £30,000 | Mandatory |
| 2028-29 | Over £20,000 | Planned |
Qualifying income = self-employment turnover + gross property income
Quarterly Filing Calendar
Each update is cumulative from 6 April. Each submission replaces the previous one.
6 Apr – 5 Jul
Due: 7 August
6 Jul – 5 Oct
Due: 7 November
6 Oct – 5 Jan
Due: 7 February
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.
£1/month for your first 6 months
Everything you need for quarterly HMRC filing — you file, AI-guided and checked
A subscription to the platform. You do the bookkeeping and approve every figure; no accountant is assigned to your company.
What this does not include
- A human accountant preparing or reviewing your return.
- Advice on your personal tax affairs.
- 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
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.
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.
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.
Review, approve, file to HMRC
Our verification agent checks your completed return before it goes anywhere. You approve the final version and we submit it directly to HMRC — confirmation within seconds. Want a qualified accountant to prepare and review it instead? That is our practice service.
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
One payment per tax year. Launch offer: £59 for your first return.
A subscription to the platform. You do the bookkeeping and approve every figure; no accountant is assigned to your company.
What this does not include
- A human accountant preparing or reviewing your return.
- Advice on your personal tax affairs.
- AI-guided Self Assessment filing
- HMRC direct submission under your own Government Gateway login
- Every figure checked before it is filed; nothing files without your approval
- 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 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?
£1 a month for your first 6 months, then £8.99. Cancel any time. Every filing is checked before it goes to HMRC — and nothing files without your approval.