MTD - HMRC
Track MTD Income Tax in one clear place: self-employed users can manage their own quarterly updates, and accountants can manage client filing, annual review and agent authorisation.
MTD Income Tax
Open the quarterly workflow for business details, obligations, submission and proof.
| Client | Status | Income | Due |
|---|
📊 Accountant Monthly Overview
Dates are informational for workflow planning. Always confirm official HMRC deadlines for each taxpayer.
| Status | Client & business | UTR | Filing status | Income | Tax due | Deadline | Complete |
|---|
| Date | Source | Description | Reference | Amount |
|---|
| Date | Category | Description | Reference | Amount |
|---|
| Date | Contractor | Rate | Gross | Deducted |
|---|
| Date | Company | Reference | Amount |
|---|
| Date | Property | Reference | Income | Expenses | Net |
|---|
| Date | Type | Provider | Reference | Amount |
|---|
| Vehicle | First 10,000 | Over 10,000 |
|---|---|---|
| Car / Van | 55p | 25p |
| Motorcycle | 24p | 24p |
| Bicycle | 20p | 20p |
| Date | Vehicle | Miles | Amount |
|---|
| Date | Employer | Gross | Tax | |
|---|---|---|---|---|
| No employment entries | ||||
An SA302 is an HMRC Tax Calculation Summary — the document commonly requested by:
- 🏠 Mortgage lenders as proof of self-employed income
- 🏢 Landlords when renting a property
- 🏦 Banks & lenders for loans or credit applications
- 🌍 Visa applications requiring income verification
SelfTaxPro generates an SA302-style document based on your client's tax data. For official HMRC copies, log into your Government Gateway account.
0000 = layout test only).| Date | Type | Reference | Amount |
|---|
Date,Description,Amount 01/04/2026,Client payment,1500.00 15/04/2026,Office supplies,45.00
- Date: DD/MM/YYYY or YYYY-MM-DD
- Amount: numbers only, no £ symbol
- Max 1000 rows per import
Saved on this device. The portfolio PDF shows logo, ASA agent ref, email, phone, address and who prepared the report — click Save after any change.
If HMRC returns "required scopes", enable these scopes in Developer Hub, reconnect OAuth, then test again.
HMRC sandbox results will appear here.
Making Tax Digital is here
Guided MTD Income Tax setup for your selected client — check enrolment, connect HMRC, load business details, review quarters, then submit.
Step 1 — Check MTD status
Confirm whether this client is enrolled for MTD Income Tax (sandbox or production).
Step 2 — Connect to HMRC
Use the MTD Income Tax test user in the GOV.UK popup (not your SelfTaxPro login).
Step 3 — Business details
Pull self-employment business details and obligations from HMRC for the active client.
Step 4 — Review quarters
Auto-calculate income and expenses from your registers, then save each quarter below.
Step 5 — Submit update
Submit the selected quarter to HMRC sandbox when connected as MTD Income Tax.
Step 6 — Final declaration
Run calculation checks, choose a HMRC calculation ID, then submit final declaration.
SelfTaxPro UK is independent software for UK tax workflow support. It is not HMRC, not a government service and not legal or tax advice. This policy is designed for UK GDPR, Data Protection Act 2018 and HMRC workflow expectations for record handling, accountability and user control.
1. Scope and data roles
For account, billing, login security and platform operations, SelfTaxPro UK acts as data controller. For tax records entered by users or accountants (client files, return values, evidence and notes), the user or accountant remains responsible for accuracy, lawful basis and compliance with professional obligations.
2. Data categories processed
- Account data: name, email, password hash, role, registration status, subscription status.
- Tax workflow data: UTR, NINO, addresses, income/expense lines, SA/MTD values, client and firm references.
- Documents and evidence: uploaded files, OCR-extracted values, export metadata and filing pack references.
- Security and audit: session tokens, login events, rate-limit events, admin/audit log entries, abuse prevention markers.
- Payment metadata: plan and subscription status from Stripe events (no full card data stored by this app).
3. Purposes of processing
- deliver account access and workspace functionality;
- prepare and manage Self Assessment/MTD workflows chosen by the user;
- connect to HMRC APIs where enabled and explicitly requested by the user;
- support subscriptions, billing, support and essential service notices;
- protect platform security, prevent fraud and maintain auditability.
4. Lawful basis under UK GDPR
Processing relies on one or more of: contract performance, legitimate interests (security and reliability), legal obligation, consent for optional communications, and user instruction for HMRC/API interactions.
5. Storage and retention
SelfTaxPro uses local browser storage and server-side storage associated with your account. Users should maintain secure backups and keep records in line with HMRC retention expectations (commonly six years, depending on circumstances). Deletion requests are handled subject to legal, security and accounting retention duties.
6. Data sharing and processors
- HMRC/GOV.UK for API and official content actions initiated by the user.
- IONOS for hosting/infrastructure and operational email routing where configured.
- Stripe for payments, subscriptions and customer billing portal flows.
- Email providers for account and support communications where enabled.
No sale of personal data and no third-party advertising data brokerage.
7. International transfers and safeguards
Where any processor may involve cross-border processing, appropriate contractual and organisational safeguards are required. Users can request processor details by contacting support.
8. Security controls
- TLS/HTTPS for data in transit.
- Session-based access control and role-based restrictions.
- Administrative action auditing and anti-abuse/rate-limit controls.
- Export/backup tools for user-controlled record portability.
9. Anti-fraud and HMRC integrity measures
We apply anti-fraud and integrity controls to protect users, client records and HMRC-facing workflows. This can include suspicious activity detection, audit logging, access restrictions and account safeguards where false, misleading or abusive behaviour is detected. Users and agents must submit only complete and accurate information.
False declarations may expose the user or agent to HMRC penalties, compliance action or prosecution under applicable UK law, including fraud-related legislation.
10. Data subject rights
You may request access, correction, erasure, restriction, objection and portability where legally applicable. Requests: contactselftaxpro@payrollwageuk.co.uk. You may complain to the UK ICO at ico.org.uk.
11. Compliance notice for accountants and agents
Accountants and agents using this platform are responsible for client authority, confidentiality, lawful processing basis and HMRC Agent Services compliance. SelfTaxPro provides software workflow support, not regulatory representation.
By creating or using a SelfTaxPro UK account, you agree to these Terms and the Privacy Policy. If you do not agree, do not use the service.
1. Service scope
SelfTaxPro UK provides software tools for Self Assessment and MTD workflow preparation, tax record organisation, document export and accountant-client operational processes. It does not provide tax advice, legal advice or HMRC representation.
2. HMRC independence and status
The platform is independent and is not HMRC, not affiliated with HMRC and must not be described by users as HMRC-endorsed. HMRC API access, production status and recognition are subject to HMRC processes and may change.
3. Eligibility and lawful use
- Use only for lawful UK tax, bookkeeping and accountancy purposes.
- You must be 18+ and authorised to use any client or business data entered.
- Agents/accountants must act within professional and regulatory obligations.
4. User responsibilities
- Maintain accurate, complete and up-to-date records.
- Review all calculations, exports and submission payloads before filing.
- Meet HMRC deadlines and payment obligations.
- Keep credentials secure and prevent unauthorised use.
- Maintain your own secure backups/export history.
5. Accountant and agent clauses
Where an accountant or agent uses the service, they are responsible for client authority, client data handling, confidentiality, lawful basis for processing, and HMRC Agent Services compliance. Platform features (including sign-off and workflow checks) support but do not replace professional duty.
6. Submissions, checks and liability boundaries
Any automation, warnings, checklist, OCR or validation is provided as workflow assistance. Final legal responsibility for submitted values remains with the submitting user/agent. To the extent permitted by law, the provider is not liable for penalties, losses or claims caused by incorrect source data, user omissions, missed deadlines, third-party outages or misuse.
7. Payments, plans and termination
Paid access may be subscription-based or one-off. Billing is processed through Stripe. Plan features and pricing may be updated with reasonable notice. Accounts may be suspended or terminated for non-payment, abuse, fraud, unauthorised access attempts, or material breach of these terms.
8. Data and security obligations
You must not upload unlawful content, malicious code or false declarations. False declarations can trigger HMRC penalties or enforcement action under applicable UK legislation. Security incidents should be reported immediately to support.
9. Anti-fraud, false declarations and enforcement
Any attempt to create, submit or facilitate false records, tax evasion behaviour, unauthorised access, identity misuse or manipulation of filing workflows is strictly prohibited. The provider may suspend or terminate access, preserve audit evidence, and cooperate with lawful requests from competent authorities where required.
Users remain legally responsible for declarations sent to HMRC. False or misleading declarations may lead to penalties, investigations or prosecution under relevant UK tax and fraud legislation.
10. Intellectual property
Software, design, branding, templates and content are owned by the provider or licensors. You receive a limited right to use the service for permitted workflows. Copying, reselling, reverse-engineering or unauthorised redistribution is prohibited.
11. Governing law and contact
These terms are governed by the laws of England and Wales. Disputes are subject to the courts of England and Wales unless mandatory consumer protections require otherwise. Contact: contactselftaxpro@payrollwageuk.co.uk.
HMRC News & Compliance Desk
Curated official links and briefing cards for sole traders, landlords and accountants — structured like the tax-news desks in leading UK practice software, so your team always sees deadlines, MTD and SA context in one place.
HMRC does not endorse SelfTaxPro UK or any commercial software. SelfTaxPro UK is not affiliated with HMRC. Every link opens an official GOV.UK or GOV.UK-hosted page — verify critical dates on GOV.UK before filing.