Everything You Need for MTD ITSA Compliance
From quarterly submissions to year-end finalisation — manage every step of MTD ITSA compliance, fully connected to HMRC’s API.
Nine Powerful MTD ITSA Features one platform
A complete MTD ITSA software platform designed for individuals and accountants. From digital record keeping to HMRC submissions and year-end finalisation, every feature is built to simplify compliance and save time.
Quarterly Submissions
Submit property income and expenses to HMRC each quarter under MTD ITSA. Use manual entry or CSV import, review submissions before sending, and receive instant HMRC confirmations with receipt references, status updates, and full submission visibility.
- All income categories supported
- CSV import with column mapping
- Draft, review & submit workflow
- Instant HMRC confirmation
- Amend or delete past submissions
- Residential finance cost separation
Submission History
Complete, permanent audit trail of every submission made. View full breakdowns of income and expenses, see HMRC receipt references and timestamps, download professional PDF reports, and export data to CSV. Compare submissions across quarters and sync with HMRC to verify records match.
- Full submission archive
- HMRC receipt references stored
- Professional PDF reports
- CSV data exports
- Cross-quarter comparison
- HMRC sync verification
Tax Calculations
Trigger HMRC's official tax calculation engine directly from the platform after any quarterly submission. View a comprehensive breakdown of your estimated liability, including income tax by band, National Insurance contributions (Class 2 and Class 4), student loan repayments, dividend tax, and all applicable deductions and reliefs.
- HMRC's official calculation engine
- Income tax by band (basic, higher, additional)
- NIC Class 2 & Class 4
- Student loan repayments
- Dividend tax calculations
- Calculation history & comparison
Allowances & Deductions
Manage all your personal tax allowances and deductions in one place and submit them directly to HMRC so they are reflected in your tax calculation. Includes personal allowance, marriage allowance transfer, blind person’s allowance, Gift Aid donations, pension contributions, and venture capital trust relief.
- Personal allowance management
- Marriage allowance transfer
- Blind person's allowance
- Gift Aid donations
- Pension contributions
- VCT & EIS relief
Annual Adjustments
End-of-year adjustments that refine your tax position before finalisation. Includes balancing charges on capital allowances, private use adjustments for mixed-use assets, business premises renovation allowance, non-qualifying distribution relief, and averaging adjustments for farmers and creative professionals.
- Balancing charges
- Private use adjustments
- Business premises renovation
- Non-qualifying relief
- Averaging adjustments
- Loss relief claims
Year-End Finalisation
The final step in your MTD ITSA compliance year. Review your complete tax position across all four quarters, including annual adjustments and allowances. Confirm everything is accurate, then submit your Final Declaration to HMRC to crystallise the tax year and generate a comprehensive year-end summary report.
- Full year-end review wizard
- Final Declaration submission
- Crystallisation confirmation
- Year-end PDF summary
- Post-finalisation lock
- Amendment support if needed
HMRC Gateway Integration
Direct, secure connection to HMRC's Making Tax Digital (MTD ITSA) APIs using the OAuth 2.0 Government Gateway protocol. Authenticate once while the platform manages automatic token refresh. Submit updates, retrieve obligations, trigger calculations, and file final declarations through real-time API integration.
- OAuth 2.0 Government Gateway
- Automatic token refresh
- All MTD API methods supported
- Real-time submission status
- HMRC error message passthrough
- Obligation retrieval
Sandbox Testing
A full HMRC sandbox environment built into the platform, allowing you to test every feature before going live. Create test users, submit sample quarterly updates, trigger calculations, and practise year-end finalisation without affecting real tax records.
- Full HMRC sandbox environment
- Test user generation
- All features available in sandbox
- Safe testing before going live
- Switch between sandbox & production
- Sandbox-specific test scenarios
Professional Reports
Generate print-ready A4 PDF reports for any quarterly submission, tax calculation, or year-end summary. Reports include detailed income and expense breakdowns, HMRC references, profit calculations, and submission status. Accountancy firms can add their logo, name, and contact details to every report.
- Print-ready A4 PDF format
- Income & expense breakdowns
- HMRC reference numbers
- Firm branding support
- CSV export option
- Batch report generation
Built for Secure, Fast & Reliable MTD ITSA Filing
Our MTD ITSA software is built on secure, scalable infrastructure with direct HMRC API integration. From encrypted data handling to real-time submission processing, every component is designed to ensure accuracy, reliability, and uninterrupted compliance.
256-bit SSL Encryption
All data is encrypted in transit and at rest using industry-standard 256-bit SSL/TLS encryption. Your sensitive tax data is protected with the same level of security used by major banks and financial institutions.
UK-Based Servers
All data is stored on UK-based servers in a Tier 4 data centre. Full GDPR compliance with data protection impact assessments, regular security audits, and strict access controls for our infrastructure team.
99.9% Uptime
Built on enterprise-grade hosting infrastructure with automated failover, load balancing, and continuous monitoring. We guarantee 99.9% uptime so your platform is always available when you need to file.
Automatic Backups
Daily automated backups of all data with point-in-time recovery. Your submission history, calculations, and documents are protected against data loss with multiple redundant backup copies.
Mobile Responsive
Full mobile-responsive design that works on phones, tablets, and desktops. File your quarterly submissions from anywhere — on a train, in a café, or from your sofa. All features work on all screen sizes.
Accessibility
Built to WCAG 2.1 AA standards. Keyboard navigable, screen reader compatible, and tested with assistive technologies. Clear colour contrast, proper heading structure, and semantic HTML throughout.
Features — FAQ
Questions about our platform capabilities.