Using "untied" without linking bank accounts

This video shows you how to use "untied" without linking bank accounts via "untied" in the browser. There are two components - in year and end of year.

In-year for quarterly updates

If you bring in the transactions line by line (as in here), then the records are being kept in "untied".

If you bring in totals from your spreadsheet then you are responsible for your records and in this sense "untied" is acting as a bridging tool for MTD purposes.

If you use Excel, Numbers or Google Sheets you will need to save as either an XLSX or CSV format to import.

You'll find the templates in the import section in untied.

End of year

While "bridging" works for your quarterly updates, you still need to enter your other income sources, reliefs and claims in "untied" (or other software) for the end of year tax return.

You can't file this directly by logging into HMRC.

untied supports all your needs, and we have flexible ways to get your data in.

You'll find some information can be imported and tagged as transactions (interest income, dividend income, gift aid donations - just like the quarterly updates) but other things need to be entered manually including in forms. See Transactions, tags and forms - how to add income and expenses in untied for more.