Send a quarterly MTD update
Review the period, submit the figures and keep the confirmation receipt.
Check the quarter first
- Open Tax and select the correct tax year.
- Find the quarterly update that is due.
- Review cumulative income and each expense category.
- Fix missing or incorrect records before continuing.
Submit
- Choose the option to submit the quarterly update.
- Read the confirmation carefully.
- Confirm only when the figures are complete and correct.
- Wait for Broom to show that HMRC received the update.
Keep your receipt
Download the submission receipt from the quarterly card. HMRC may take a short while to mark the quarter as filed after receiving it.
After all four quarters
The Final Declaration becomes available after the tax year ends and the required quarterly updates have been sent.