If you are signed up for MTD for Income Tax, you can now preview your MTD Tax Return and tax estimate in Clear Books.

During the tax year, you can use this to view self employment businesses, and property income in one place, and view your latest HMRC tax estimate.

When the tax year has ended, you will then be able to enter any other income, allowances, charges and reliefs, view your final tax calculation, and finalise your MTD tax return.

Note: The option to view and enter the other tax return information during the tax year, will be coming soon to your MTD Tax Return.

Navigation

Use the "MTD Tax Return" link from your MTD for Income Tax dashboard widget to view the MTD Tax Return page.

You can also navigate to your MTD Tax Return using the button on the MTD for Income Tax Submissions page.

The first time you use either link, you will be prompted to create the MTD Tax Return account.

MTD Tax Return

Your MTD Tax Return dashboard shows the status of all your quarterly submission obligations, and the latest tax estimate from HMRC.

Use the business name or UK property links to navigate back to your Clear Books business or property accounts.

Tax estimate

The HMRC tax estimate is based on your quarterly submission amounts projected for the remainder of the tax year.

Not authorised Clear Books with HMRC yet?

If you have not yet set up your Clear Books business or property account for MTD for Income Tax, you can still create an MTD Tax Return account from the account menu.

You will be prompted to authorise Clear Books when the MTD Tax Return account has been created.

After you have authorised Clear Books, you will be able to view your MTD Tax Return information.