Announcement: MTD for Income Tax
News posted by Pete Jones 7 days ago
Early this year, Clear Books was recognised by HMRC as software for MTD Income Tax.
To get ahead of the crowds and opt into MTD Income Tax for the 2025-26 tax year, Clear Books is ready for you now.
If you have a Clear Books sole trader account, just go to the tax menu and you will see “MTD Income Tax”. This will guide you through how to opt in with HMRC, and then link your Clear Books account to HMRC.
And that’s it! Continue working as normal. Then once per quarter, visit the MTD submissions page to view and submit your cumulative income and expenses.
How to submit an MTD Income Tax Quarterly Update
Submitting a quarterly update is easy. Go to Tax > MTD for Income Tax to see which one is due.
Viewing the next submission will show the breakdown for that period.
You can click any value to see the digital records behind it, or simply click “Submit to HMRC” and it’s done.
For those who want to wait until MTD for Income Tax becomes mandatory in April 2026, you don’t need to do anything but we are here as always if you have any questions.
