Available now01
Check whether Making Tax Digital applies
Start with your self-employment and property income to see the main MTD Income Tax entry rules.
A first check of the main rules. Return history, exemptions and more complex circumstances need the detailed check.
Check MTD requirementsAvailable now02
Organise your property records
Add rental income and costs to the UK property record path, separate from sole-trader activity.
For the supported UK property business in pounds. Foreign property and company accounts need a different route.
Open property recordsGuidance and next steps03
Understand the property tax rules
Check the landlord guide for property income, costs, allowances and record keeping.
Property guidance is available. A personalised property-profit comparison and a complete property tax return are not available.
Read the landlord guideAvailable now04
Prepare quarterly figures
Turn reviewed records into separate business totals, inspect the figures and export them.
Local preparation is available. Sending requires a separate HMRC test connection and approval; production filing is not live.
Review quarterly figuresAvailable now05
Prepare a tax summary and handover
Keep income sources, unknown facts and named evidence together in a printable or downloadable Tax Passport.
Saved only when you choose. This is a local handover, not a shared adviser workspace or proof that evidence has been checked.
Build a tax summaryGuidance and next steps06
Plan how to file and pay
Find the preparation tools and official filing and payment routes for your next step.
TaxSorted production filing and year-end Income Tax submission are not live. Preparation, sending and a receipt remain separate.
Find filing and payment routes