Your Making Tax Digital IT quarterly update with TaxNav
Submitting your Making Tax Digital for Income Tax quarterly update to HMRC doesn't need to be complicated. This guide explains what HMRC needs, how to submit your information using TaxNav’s software and answers some common questions.
In this guide:
What is a quarterly update?
As part of MTD IT, HMRC requires you to submit your year-to-date income and expense totals for each qualifying income source four times a year. For example:
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If you have more than one qualifying income source (for example, self-employment and property rental income) you'll need to submit a separate quarterly update for each one. If you have multiple UK properties, however, they can be included in a single property quarterly update. You can do all this at no extra cost through your single TaxNav account.
Your reporting periods and deadlines
As part of MTD IT, HMRC requires you to submit your year-to-date income and expense totals for each qualifying income source four times a year. For example:
For Quarter 1
Standard quarterly reporting
For Quarter 1
Calendar quarterly reporting
Not sure which option you're using? Read our helpful guide.
Quarter 2
Quarter 3
Quarter 4
The submission deadlines remain the same if you use standard quarters or calendar quarters. Only the reporting periods themselves change. The deadlines are:
Quarter 1: 7 August,
Quarter 2: 7 November,
Quarter 3: 7 February,
Quarter 4: 7 May
When can I submit?
You can add information to your TaxNav account at any time during the year. However, HMRC only allows quarterly updates to be submitted from 10 days before the end of the reporting perioduntil the relevant submission deadline.
How to submit your quarterly update
TaxNav gives you two options.
Option 1: Use a spreadsheet
Whether you’re using your own spreadsheet or one of our templates, TaxNav makes it simple to submit your quarterly totals to HMRC.
When you're ready, follow this quarterly submission video to submit your totals to HMRC through TaxNav:
Option 2: Enter information directly into TaxNav
Enter your income and expenses directly into TaxNav.
Continue adding information throughout the quarter.
Submit your quarterly update to HMRC when you're ready.
Watch our step-by-step video guide.
Frequently asked questions
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Is TaxNav right for you?
Self-employed
Freelancers, consultants, tradespeople, contractors, side businesses — if you file Self Assessment for self-employment income, TaxNav handles your MTD IT submissions.
Landlords
UK property, foreign property, or both. One TaxNav licence covers all your rental income. No separate accounts needed.
Self-employed AND landlord
Got income from both? No problem. TaxNav supports any combination under one account — self-employment, UK property, and foreign property.
CIS construction workers
TaxNav retrieves your CIS deductions directly from HMRC. Always know what's been deducted to ensure it’s claimed back.
Also have PAYE income?
If you have employment income alongside self-employment or property, you'll see that at year-end in your final declaration. TaxNav guides you through it.
Income under £50,000?
MTD IT won't be mandatory for you until April 2027 (£30k+) or April 2028 (£20k+). But you can start using or practising now to be ready.