°Ç¸ç³Ô¹Ï

Our guidance explains what you need to do from when you have signed up for Making Tax Digital for Income Tax, to submitting your first tax return using the service.

It includes:

• useful information such as new things you need to do for Making Tax Digital for Income Tax and an overview of your first year

• how to get your software ready

• how to access your Making Tax Digital for Income Tax service and what you can do in your online account

• how to create digital recordsÌý²¹²Ô»åÌýsend quarterly updates

• how to add or cease an income source

• how to adjust your self-employment and property income

• how to submit your tax return and what to include

• what to do if your circumstances change

Ask your software provider for help with your software

HMRC cannot give advice about specific software products. Each product will work differently depending on how the software provider has developed it.

Your software provider should have guidance on how to use their software. Contact your provider directly if you need any additional support.

If you’ve not signed up yet

If you or your client have not yet signed up, you can find out more using Making Tax Digital for Income Tax or our step by step guides can help you understand the actions to take first:

• Making Tax Digital for Income Tax for sole traders and landlords: step by step

• Making Tax Digital for Income Tax as an agent: step by step

If you need more support

You can ask our digital assistant for help with Making Tax Digital for Income Tax, including: 

• who needs to sign up and when 

• checking if you can get an exemption

• how to choose the right software 

• how to sign up

• how to use Making Tax Digital for Income Tax

It cannot help with personalised advice but can offer guidance to answer your questions.

If you cannot find the support you need in our guidance, you can contact:

• Self Assessment: general enquiries

• ³Ù³ó±ðÌýagent dedicated line (if you’re an agent)

If you or your client signed up to test Making Tax Digital for Income Tax for either the 2024 to 2025 or 2025 to 2026 tax years, then you can get support from HMRC’s dedicated customer support team.

They can help with any queries that you have in relation to those tax years.

The customer support team’s phone number is in the letter you received confirming you’d signed up to Making Tax Digital for Income Tax.

The team can help with:

• income and expenses to include in quarterly updates

• support with submitting the 2025 to 2026 tax return (due by 31 January 2027)

• payments and refunds

• deadlines

• penalties

• reporting of errors in calculations, statements, and payments resulting from submissions

• Self Assessment and Capital Gains Tax including the years before you or your client started using Making Tax Digital for Income Tax

The team cannot help with queries that are about:

• the 2026 to 2027 tax year and later tax years

• Corporation Tax, VAT, or National Insurance (except for Self Assessment)

• software product advice — contact your software provider directly for support

If you are voluntarily using Making Tax Digital for Income Tax  

When you volunteered to sign up to use Making Tax Digital for Income Tax, you were given the option to sign up for the current tax year or the next tax year.  

If you chose the wrong year, you should contact Self Assessment: general enquiries for support.  

If you need to use Making Tax Digital for Income Tax  

HMRC will contact you if we notice any problems with the tax year that you signed up for.  

There are different ways to request a refund depending on how you submitted your tax return.  

If you submitted your tax return using Making Tax Digital for Income Tax software  

You need to request the refund using your HMRC online services account.  

If you submitted your client’s tax return as an agent using Making Tax Digital for Income Tax software  

You need to request a refund using your agent services account and provide your client’s bank account details.  

If you or your agent submitted your Self Assessment tax return before signing up for Making Tax Digital for Income Tax  

You can find more information on how to claim a tax refund.  

If someone who has been using Making Tax Digital for Income Tax dies, then their obligations stop. Their personal representative must tell HMRC about the death and must make sure any outstanding tax returns are completed.  

For more information, read returns for someone who has died.  

The personal representative does not need to use Making Tax Digital for Income Tax on behalf of the person. This means they do not need to:  

• create digital records  

• send any outstanding quarterly updates  

• submit any returns using Making Tax Digital for Income Tax software