Filing quarterly updates for MTD in untied

To file quarterly updates in untied in the browser

1. Log in via the browser at https://app.untied.io
2. Click on Digital Tax (MTD) in the left hand menu

3. On the right hand side of the screen you should see your obligations (if it says to connect to HMRC, try refreshing a couple of times ... but if for some reason it isn't connected you may need to do so)

4. You can file each of your obligations (NOTE THE EARLIEST OBLIGATION MAY BE AT THE BOTTOM)
5. You will need to file SEPARATELY FOR EACH OF YOUR MTD INCOME SOURCES - so if you have both self employment trading income and property, you will need to submit for each

Once you have filed for a quarter it will show as met - if you realise you've missed something off you could choose to amend, but don't worry if you don't do so ... as the totals will be included in your next quarterly update anyway.

In the "untied" mobile app

1. Navigate to the Taxes tab - you'll want to be in "this tax year" for quarterly updates
2. Tap on "Prepare your tax submissions"

3. Tap on Making Tax Digital

4. Make sure you're in the right tax year - and use the selector to submit each MTD income source

5. You may need to scroll down to see the obligations and to submit your update

(Note it may show due dates of 5 August etc during the testing phase - once mandation comes in the due dates will be 7 August, 7 November, 7 February and 7 May).

Any update after the end of a quarter will meet the obligation

Repeat for each MTD income source

6. You can use the menu at the top right to see other income and year end processes

A reminder about quarterly updates

MTD works on the basis of quarters beginning on the start of the tax year:

6 April - 5 July - due by 7 August

6 July - 5 October - due by 7 November

6 October - 5 January - due by 7 February

6 January - 5 April - due by 7 May

End of year processes need to be completed by 31 January (consistent with the traditional self assessment deadline).

In untied, quarters aren't "locked" ... but we will indicate that a submission has been made. That is because when we send data to HMRC it is cumulative up to that date - if a quarter end date has passed, then that marks that quarter as having been met.

And if you find you've missed something off, that's fine ... it will be included in the next submission (though you can actually submit as often as you want).

During the testing phase there are no penalties associated with the quarterly update deadlines and the deadlines may appear to be the 5th not the 7th of the month - don't worry about that.