Free tools / MTD for Income Tax

MTD for Income Tax checker

See if and when a client needs to use Making Tax Digital for Income Tax, with their quarterly update deadlines. Check one client, or paste your whole client list.

Free to use, no sign-up. Your client figures stay in your browser.

Qualifying income is the total gross income from self-employment and property, before expenses. For jointly owned property, use the client’s share. Employment, pension and dividend income do not count.

£
From the 2024 to 2025 tax return. Decides April 2026.
£
From the 2025 to 2026 tax return, due by 31 January 2027. Decides April 2027.
£
An estimate is fine for now. Decides April 2028.

Worked out in your browser. Nothing you enter is sent to us.

Enter the client’s qualifying income to see if and when they need to use Making Tax Digital for Income Tax.
One client per line: a name, then qualifying income for 2024 to 2025, 2025 to 2026 and 2026 to 2027, separated by commas or tabs. You can paste straight from a spreadsheet. Leave a figure blank if you do not know it yet.

Worked out in your browser. Your client list is not sent to us or stored.

How it works

Who needs to use MTD for Income Tax, and when

StartsQualifying income overBased on the tax return for
6 April 2026£50,0002024 to 2025
6 April 2027£30,0002025 to 2026
6 April 2028£20,0002026 to 2027

Qualifying income is gross income from self-employment and property, before expenses. Quarterly updates are due by 7 August, 7 November, 7 February and 7 May, and the tax return by 31 January. Sources: HMRC eligibility guidance, sending quarterly updates and the Income Tax (Digital Obligations) Regulations 2026.

Questions

MTD for Income Tax checker FAQs

What counts as qualifying income for MTD for Income Tax?

The total gross income from self-employment and property, before expenses. For jointly owned property, it is the person's share. Employment, pension and dividend income do not count.

When do my clients need to start?

From 6 April 2026 if their qualifying income was over £50,000 in 2024 to 2025, from 6 April 2027 if it was over £30,000 in 2025 to 2026, and from 6 April 2028 if it is over £20,000 in 2026 to 2027.

When are the quarterly updates due?

By 7 August, 7 November, 7 February and 7 May, with the tax return still due by 31 January after the end of the tax year.

Can I check all my clients at once?

Yes. Choose A list of clients, paste a name and the three income figures for each client, and download the results as a CSV file. Nothing you paste leaves your browser.

Is anyone exempt?

Yes, for example people with a Power of Attorney acting for them, and HMRC can grant a digital exclusion. Check HMRC's eligibility guidance before advising a client.

✓Quarter planned✓Records chased

Plan the quarterly work

Get ready for quarterly updates across your client list

Use Engager to track MTD deadlines for every client, chase records automatically and send engagement letters that cover the new quarterly work. Every feature is included, from £9 +VAT a month.

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