How To Use This Site For Making Tax Digital

Cumulative Updates

Cumulative Updates need to be submitted quarterly for each self-employment or property business. Each update gives income and expense figures for the tax year to-date. For example, if the first update covers 3 months from April to June, the second update will overwrite the first, covering 6 months from April to September, and so on.
Legally, amounts cannot be keyed into a submission page, instead records need to be kept 'digitally'. Keeping records in a spreadsheet meets this requirement, and free MTD-compliant spreadsheets are provided.
Use either the provided spreadsheets, or your own spreadsheet, to categorise business income and expenses. The categories used must match those required by HMRC, the correct categories are shown in the spreadsheets.
At the end of each quarter, upload the information from your spreadsheet to TaxUpdates to submit it to HMRC. The process is simple, further guidance is provided in the spreadsheets and on the upload page.

A running tax calculation, provided by HMRC, is updated whenever you submit a Cumulative Update or other information.
After the end of the tax year, a Final Declaration must be submitted. This declares that the tax calculation correctly shows your final tax position for the year.
This site can be used to submit details of other income and gains to HMRC and also claim reliefs, so that all information is included in the tax calculation before the Final Declaration is submitted.
There is no need to also submit a Self-Assessment tax return to HMRC. The Final Declaration closes your tax position for the year.

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