Filing MTD end of year 2025/26 using untied in MTD

If you have been in MTD early - during the 2025/26 tax year - you are among the first in the country. This is what you need to do in untied for the end of the year process.

While most people will self-serve, we also offer handholding to make sure things are working properly.

Reassuring you

This is a new process. If you think you want to get it right, we can say with confidence that HMRC do too, and they have people on hand to help if there are any questions or issues
You will be able to file amendments after submitting
And remember HMRC don't get transactions, just the totals
If there is something you're not sure about, then contact us

Basic principle

The end of year process also needs to take place in software (ie there is no direct filing with HMRC)
We will use data that has already been filed, so this effectively is an extension of the work you've already done

Self-serve filing

Se suggest you self-serve if you have:

No foreign income
No CIS
Working on the cash basis (accounting for transactions when you get money in or pay money out - this is the HMRC default)
Accounting year is aligned with the tax year and ends 5 April
No child benefit
Additional information to add or attachments

Hand-held filing

Contact untied if you have:

Foreign income
CIS
The accrual basis
An accounting year ending 31 March
Child benefit
Additional information to add or attachments

We will arrange hand-held support later in April or May.

Self-serve steps - you will need to work through all tabs

Pre-requisites

You need to be signed up to MTD for 2025/26 and have linked your software
You can file in the untied mobile app or untied in the browser: go to the MTD tab where all this will happen
Make sure you have tagged all your transactions in untied for all your sources and filled in forms where appropriate
You can file from 6 April - some of these steps will only work after the year end

Tab 1 - your MTD sources

This is for your self-employment and property income.

Go to the Making Tax Digital item in the menu
Make sure you're filing for the right tax year - it should be 2025/26
For each MTD income source, do a final update (even if you've already done a quarterly update for the full year, we suggest doing a further one to take account of any changes you've made since) - it will then show you've filed up to 5 April
If you need to, you can refresh the calculations at the top
Your income tax and national insurance totals will show at the top. There will also be a calculation below your businesses which you can expand (see this note).

Tab 2 - your employment, pension and benefits

Check the numbers are right on the Employments & Benefits tab.

Go to Employments & Employments
Review the employment and benefit information - any problems let us know

Tab 3 - Other income

Ideally this will flow from transactions tagged in untied.

Go to Other Income Sources
Check the data in untied. Although you can edit individual values, we don't suggest you do this - instead this should flow from data in untied
Send changes to HMRC - at this point the HMRC amount and the Amount in untied should match
Other information appears at the bottom, but we suggest that you contact us for handholding if these apply:

Tab 4 - End of year

This is where things now happen.

Go to the end of year tab
For HMRC purposes we support direct adjustments - we suggest not to use these. Instead make changes in transactions and then repeat the Tab 1 process if you need to make changes
You can then tap on "Finalise Tax for 2025 to 2026"

4, Tap on "Review"

You can download and review the draft tax return - this will have all your data though in a different format to a return you are familiar with
If you're happy, tick that you're ready
Then hit submit

You've filed! Click OK for the warm fuzzy feeling
If you can drop a note to us to tell us how it was (and if you're happy to be part of our feedback that would be amazing!)