How to use MTD Landlord Services
38 short guides to get you set up and Making Tax Digital ready, at your own pace. New here? Start with “Getting started: your first 15 minutes”.
Getting started
New here? Start with these.
Getting started: your first 15 minutes
A quick tour of what to do first, from setting up to sending your first figures to HMRC.
Read guideWhat Making Tax Digital means for you
Making Tax Digital replaces the once-a-year Self Assessment return with keeping digital records in the app, sending four cumulative quarterly updates, and finalising with a Final Declaration.
Read guideChoosing your income type: property, self-employment, or both
How to pick whether you track rental property, self-employment, or both: what you choose at signup, and how to add the other income type later.
Read guideYour dashboard and the setup checklist
What you see when you sign in: the Get HMRC-ready setup checklist for new accounts, the dashboard hero, and how to switch views.
Read guideProperties & co-ownership
Set up and manage your rental properties and ownership shares.
Add your first property
Add a rental property with the step-by-step wizard so you can start recording its income and expenses for Making Tax Digital.
Read guideEdit or delete a property
Update a property's address, dates, and ownership, or remove a property you no longer let. Deleting removes its records, so export anything you want to keep first.
Read guideCo-ownership, shares, and Form 17
Share a property with co-owners, declare each person's ownership percentage so everyone reports only their portion to HMRC, and record spouse or civil partner status and Form 17 where it applies.
Read guideSelf-employment
For sole traders and your trading businesses.
Add your self-employment business
Create a sole-trader business record with the Add Business wizard so you can record income and expenses and build your quarterly figures.
Read guideEdit or delete a self-employment business
Update a self-employment business's details (trading name, description, accounting basis, VAT) or delete it, and understand what happens to your records and income type.
Read guideIncome & expenses
Record what you earn and spend, your way.
Recording income and expenses
Record each rental or self-employment income and expense in the app using only a date, an amount and an HMRC category, so your quarterly figures are built automatically.
Read guideTransaction categories and disallowable expenses
Every category you pick maps automatically to a specific HMRC field, so you just choose the one that best describes the money and the app handles the box, including the self-employment disallowable option.
Read guideImport transactions from a CSV or spreadsheet
Bulk-import a bank statement or spreadsheet export so each row becomes a real transaction in the app, ready for your quarterly figures.
Read guideI keep my own records: what is the easiest way to get them in?
Yes, you can keep your own records. The easiest way to use this app is to import your spreadsheet or bank export so each row becomes a record, or type entries in by hand. No receipts required.
Read guideSplitting one bill across properties or businesses (shared expenses)
Enter a single bill once and split it across two or more properties (or two or more self-employment businesses), with each share saved as a normal transaction on the property or business it belongs to.
Read guideReceipts
Optional receipt capture and scanning.
Do I have to scan receipts?
Short answer: no. Receipts are an optional convenience, never a requirement.
Read guideScanning receipts and bulk upload
Scan a receipt to auto-fill a transaction, attach a photo or PDF as evidence, or upload up to 20 receipts at once and turn them into transactions.
Read guideTenants & compliance
Tenancies, Right to Rent, deposits, and certificates.
Tenant Compliance: tenancies, Right to Rent, deposits, and certificates
Tenant Compliance is an MTD Lite tool for property landlords that tracks tenancies, Right to Rent, deposit protection, and safety certificates. It is separate from your HMRC tax submissions.
Read guideAdding tenants and managing tenancies
Create a tenant record, link them to a property with a tenancy, and add, edit, or end tenancies (including HMOs) from the tenant's detail page.
Read guideRight to Rent, deposit protection, and certificates
Track each property's safety certificates, nation registrations, Right to Rent checks, and deposit protection on one per-property compliance page, with reminders worked out from the dates you record.
Read guideConnecting to HMRC
Link your HMRC account for Making Tax Digital.
Connect your HMRC account
Link your HMRC account once so the app can send your updates and declaration for you.
Read guideNot signed up for MTD yet? What to do
If HMRC says you are not signed up for Making Tax Digital, nothing is lost: keep recording, sign up on GOV.UK, then refresh from HMRC.
Read guideQuarterly updates
Send your quarterly figures to HMRC.
Submit a quarterly update
Send HMRC a cumulative, year-to-date summary that the app builds automatically from the income and expenses you have recorded, then review and confirm.
Read guideHow cumulative updates work, and fixing mistakes
Every quarterly update is cumulative, so a later one supersedes the last. To fix a mistake, just correct the transaction and let your next update carry the new totals.
Read guideThe Filing Calendar and your HMRC obligations
The Filing Calendar lays out every quarterly update and Final Declaration deadline for a tax year on any plan, while Filing Obligations shows the live open or fulfilled status read straight from HMRC once your account is connected.
Read guideAnnual tax & reliefs
Annual figures, adjustments, Section 24, losses, and other income.
Property annual finalisation
Send HMRC the annual-only UK property figures (adjustments and allowances) that do not belong in a quarterly update, the single source of truth for your annual property data before the Final Declaration.
Read guideBusiness adjustments (BSAS)
Run HMRC's BSAS flow for a property or self-employment business: trigger a calculation, then submit accounting adjustments to your income and expense totals before the year is finalised.
Read guideThe Section 24 calculator and finance-cost relief
The Section 24 Calculator at /tax/section-24 estimates how the residential mortgage-interest rules affect your tax and shows a live projection built from your recorded transactions, but it never submits anything to HMRC.
Read guideLoss relief
Register brought-forward losses and manage loss claims for your property and self-employment businesses, kept in step with HMRC.
Read guideAdditional income: reporting income beyond property and self-employment
Report your other taxable income (such as savings interest, dividends, employment, and pensions) alongside your property and self-employment totals, ready for your Final Declaration. Available on Free and MTD Lite once HMRC is connected.
Read guideYear-end
Finalise the tax year and file your declaration.
Year-end and your Final Declaration
Finalise a tax year and submit your Final Declaration to HMRC, the MTD equivalent of the old Self Assessment return for the income the app covers.
Read guideReconciliation: checking your records against HMRC
Reconciliation lines up your own year-to-date records in the app against the figures HMRC actually received, quarter by quarter, and flags anything that does not match so you can put it right.
Read guideReports & exporting
View your tax figures and download your data.
Viewing your tax reports
See a read-only summary of your income, expenses and net figures for a tax year, built automatically from the transactions you have recorded.
Read guideExporting your data
Download your transactions, tax reports, receipts, property list and HMRC submission history as CSV, PDF or ZIP files from the Export Data page.
Read guideAccount, plans & support
Plans, settings, reminders, and getting help.
Plans and pricing
Compare the Free and MTD Lite plans, see exactly what each one includes, and learn how to upgrade or downgrade without ever losing your records.
Read guideUpgrading and managing your billing
How to upgrade from Free to MTD Lite, and how paid subscribers update their card, view invoices, cancel, or undo a scheduled downgrade.
Read guideAccount settings: profile, email, password, and deleting your account
Manage your account: edit your name and email on your profile, change your password or delete your account in Settings, and add a second income type from the sidebar.
Read guideNotifications and reminders
The Notifications tab lets MTD Lite members switch on email reminders for HMRC deadlines (and, for property landlords, certificate expiry) and control product update emails, while everyone can still see their due dates on the Filing Calendar on any plan.
Read guideGetting help: support, contact, and feedback
All the ways to get help: raise an in-app support ticket, use the public Contact form, send feedback, or check What's New, all available to every signed-in user.
Read guide