After you sign up

How to access your new Making Tax Digital for Income Tax service and dedicated support.鈥�

After signing up, you or your client will use software that works with Making Tax Digital for Income Tax to create digital records and send quarterly updates.聽

You鈥檒l also get access to a dedicated support team in HMRC and鈥痽ou can use your HMRC online account to review and update business details.鈥�

Before you continue, check you鈥檝e completed all the steps for signing up, 鈥痠ncluding authorising your chosen software.

Access your new tax service online鈥�

Once you are signed up, you鈥檒l be able to access your new Making Tax Digital for Income Tax service through your existing HMRC online鈥痑ccount.

For sole traders and landlords鈥�

Use your Government Gateway user ID and password to鈥�sign in to HMRC online services 鈥� this is the user ID you use for Self Assessment.聽

Then select Making Tax Digital for Income Tax.鈥��

If you cannot access Making Tax Digital for Income Tax as a service, you can add it manually:鈥�

  1. Sign in to your business tax account.鈥�

  2. Select Add a tax to your account to get online access to a tax, duty or scheme.鈥�

  3. Select Making Tax Digital for Income Tax.鈥�

  4. Answer the security questions.

For agents鈥�

Once authorised by your client, you can access their Making Tax Digital for Income Tax details from your鈥�agent services account.

What you can do in your online account鈥�

Your HMRC online account also gives you access to information about your Making Tax Digital for Income Tax service. You can use it to:鈥�

  • view Self Assessment tax calculations鈥�
  • view quarterly update periods鈥��
  • view quarterly update and Self Assessment return due dates鈥�
  • check what you owe鈥�
  • view your Self Assessment and property business details鈥�
  • add a new business鈥�
  • tell us when an income source stops (ceases)鈥�
  • make a payment鈥�
  • claim Self Assessment refunds鈥��
  • adjust a payment on account鈥�
  • view the status of your Self Assessment refund request鈥��
  • opt out of quarterly updates (all voluntary Making Tax Digital for Income Tax customers can do this)鈥�

For other changes to business details, contact our customer support team.

What you can do in the future鈥�

You鈥檒l be able to use the service to:鈥�

  • set up regular payments (except for agents who cannot setup a client鈥檚 direct debit)鈥�
  • update business details鈥�
  • print Self Assessment tax calculations鈥�
  • view and appeal a penalty鈥�

If you鈥檙e an agent, you鈥檒l also be able to submit a Self Assessment return for clients who are not using Making Tax Digital for Income Tax.鈥�

What to do next

You or your client will now need to start鈥�creating digital records of income and expenses to send quarterly updates.