Digital summaries of income and expenses sent during the year for people in MTD scope.
In short
Making Tax Digital for Income Tax (MTD for ITSA) is HMRC’s digital regime for many self-employed people and landlords. It adds quarterly updates during the year. The annual Self Assessment (SA100) still closes the year. Self Assessment Software today is year-end SA production — quarterly MTD updates are planned as a later add-on, not in the current filing price.
MTD quarterly vs year-end SA100
They work together — they are not the same filing.
The SA100 (and related pages) still finalises the year, claims, and balancing tax.
HMRC is phasing in self-employed people and landlords above income thresholds. Dates and thresholds change — check GOV.UK for your year.
MTD updates must come from compatible software, not typed into a paper-style form on GOV.UK.
What Self Assessment Software sells today
Clear scope so you buy the right tool for the right job.
Year-end SA100–SA110, partnership SA800 path, combined calculation, reports and HMRC filing desk.
MTD quarterly Income Tax updates. Planned as a later add-on — similar to how other vendors sell quarterly products separately.
Use an MTD-ready bookkeeping product (or a dedicated quarterly filer) for updates, and keep Self Assessment Software for year-end depth.
If your only need is MTD quarterly submissions today, wait for our add-on or use a product that already supports it.
In our product
How this fits with our desk
Same prepare-free model for the year-end return.
- Prepare the annual return Complete SA pages, preview tax, and file when the year is closed.
- Individuals from £39 Pay per tax year when you file — Employment £39, Self-employed & property £49, Partnership £69 (ex VAT).
- Practice credits One credit = one client tax year at filing. Unlimited logins. Drafting stays free.
- Bookkeeping stays elsewhere Invoices and bank feeds are not in this product — keep Xero, FreeAgent or QuickBooks for the ledger and any quarterly feeds they support.
Year-end vs quarterly
MTD quarterly is not in the current price
Year-end Self Assessment is included. Quarterly ITSA is a later add-on. Buy the right product for quarterly updates today.
Handbook
Related guides
The year-end return MTD still closes into.
Why the ledger and the SA desk are different jobs.
31 January online for the annual return.
What is on the year-end desk today.
FAQs
MTD — questions answered
What is Making Tax Digital for Income Tax?
MTD for Income Tax (ITSA) is HMRC’s regime that requires many self-employed people and landlords to send quarterly digital updates using compatible software, while still completing a year-end Self Assessment.
Does MTD replace the SA100?
No. Quarterly updates run during the year. The SA100 (and related pages) still closes the year and deals with the full Self Assessment position.
Does Self Assessment Software support MTD quarterly updates?
Not in the current public price. Year-end Self Assessment is included now. Quarterly MTD updates are planned as a later add-on.
What should I use for quarterly updates today?
Use MTD-compatible bookkeeping or a dedicated quarterly filing product for updates. Use Self Assessment Software for year-end SA100 depth, calculation and filing.
Where do I check if I am in MTD scope?
On GOV.UK. Thresholds and start dates are set by HMRC and can change by tax year — do not rely on a vendor blog alone.
Prepare free
Need year-end Self Assessment now?
Prepare free, file the SA100 when ready, and keep quarterly MTD tools for the job they do best.