MTD for Income Tax,
done from your invoices.

Send your invoices the way you always have. Together with your expenses, they become the digital records HMRC asks UK sole traders and landlords to keep. When the quarter ends, your update is filled in and ready for you to send.

Try It Free for 3 Months No card required. No automatic charges.
EasyInvoice quarterly update screen: sole traders and landlords with qualifying income over £50,000 must keep digital records and send quarterly updates to HMRC; a PDF sales invoice created in the app

Making Tax Digital is not optional. The workload is.

Quarterly updates can only reach HMRC through MTD-compatible software. There is no form on the HMRC website and no way round it.

What is still up to you is how much work that creates. With EasyInvoice, there is no accounting to learn. Your invoices and expenses already hold the numbers, and we add them up for you.

2 fields on the invoice. 4 approvals a year. That is all of it.

How to Sign Up for MTD

Who is EasyInvoice MTD software for?

EasyInvoice is Making Tax Digital software for self-employed sole traders and UK landlords who send invoices and are not VAT-registered. Made for tutors, cleaners, photographers, hairdressers, personal trainers and landlords, and for anyone who wants a simple invoicing app that takes care of MTD too.

MTD for Income Tax applies when your qualifying income is over £50,000, then over £30,000 from April 2027 and £20,000 from April 2028.

Check Your MTD Threshold
Smiling handyman in work overalls with a tool belt, leaning on a stepladder in a room being renovated
EasyInvoice invoice screen with MTD income source and category fields, next to the "MTD ready, Recognised by HMRC" badge with code ZY9GJZ

What is a digital record for MTD?

A digital record is simply your income and expenses kept in an HMRC-recognised software, not in a notebook or a pile of receipts in the van.

In EasyInvoice, you pick an income source and a category when you create an invoice. That is what makes it a digital record, and your client never sees either. When there is no invoice, like cash in hand or rent that lands straight in your account, you simply record it as income.

MTD Digital Records Explained

See your MTD quarterly update before HMRC does

Every figure is built from the invoices, income and expenses you recorded while you worked.

Curious where one came from? The invoices behind it are listed right next to it.

Read it, approve it, done.

First Quarterly Update Guide
EasyInvoice MTD quarterly update for a sole trader, 6 April to 5 October 2026: income £12,500 from digital records, turnover £10,500 and other income £2,000

How to send your quarterly update to HMRC in 4 steps

A quarterly update is just your income and expense totals, added up from the start of the tax year. Your invoices, and anything you attached, stay in EasyInvoice. None of it is sent to HMRC.

Totals go. The detail stays.

  1. 1

    Create invoices and add expenses

    A sales invoice and an office expense created in EasyInvoice
  2. 2

    We add up your totals

    EasyInvoice adds up quarterly totals: income £12,500 (turnover £10,500, other £2,000) and expenses £6,000
  3. 3

    See where they come from

    List of the invoices and expenses behind each total in EasyInvoice
  4. 4

    Send your update to HMRC

    Approving the quarterly update in EasyInvoice and HMRC confirming it received the update

4 updates a year.
Here are your MTD deadlines.

Here are all 4 deadlines for the 2026/27 tax year. Each one falls on the 7th of the month after the quarter ends.

Running late?

You can still start now. There are no MTD penalty points for late quarterly updates in 2026/27, and your next update covers the whole tax year from 6 April.

Try It Free for 3 Months
  1. 6 April - 5 July 2026 Due 7 August 2026.
  2. 6 April - 5 October 2026 Due 7 November 2026.
  3. 6 April 2026 - 5 January 2027 Due 7 February 2027.
  4. 6 April 2026 - 5 April 2027 Due 7 May 2027.
MTD deadlines explained →

Is EasyInvoice the right MTD software for you?

EasyInvoice is deliberately simple: an invoicing app for people who want MTD sorted without learning accounting software. Here is what it covers, and what it does not.

For sole traders and landlords

Based in the UK, not registered for VAT, and sending your own quarterly updates. One income source or several? Both work, with up to 3 businesses on one account.

An MTD app for
iPhone, iPad and web

A simple, intuitive app, so you can add transactions wherever suits you. MTD is not yet available in the Android app.

Periods and accounting
methods

HMRC gives you 2 choices for each, and EasyInvoice supports both: standard or calendar periods, cash basis or traditional accounting.

Unlimited transactions

Invoices, estimates, expenses and simple income records, as many as your work needs. The price stays the same in your busiest month.

Update history and tax estimate

Check what you have sent and see HMRC confirm it arrived. Then view HMRC’s tax estimate to plan what to set aside. It is not your final bill.

Real human support

Stuck on something? You talk to a real person who knows the app, not a chatbot.

The year-end tax return (final declaration) is not in EasyInvoice yet. It is not due until 31 January 2028 for the 2026/27 tax year, and plenty of sole traders and landlords send their quarterly updates from an app and leave the year-end to their accountant. You can work that way too.

£89.99 a year.
One price. That’s it.

EasyInvoice costs £8.99 a month, or £89.99 a year with 2 months free. You get invoicing and MTD for Income Tax in one app, with no hidden fees, no add-ons and cancel anytime.

  • Create unlimited invoices, estimates, expenses and income records
  • Keep your MTD digital records as you invoice, with nothing to retype
  • Send quarterly updates to HMRC and see them confirmed
  • Check HMRC’s tax estimate after every update
  • Talk to a real person when you need help

You should not have to buy a whole accounting system to send HMRC four sets of totals a year.

Try It Free for 3 Months No card required. No automatic charges.
EasyInvoice welcome screen: 3 months free, no automatic charges

EasyInvoice reviews from small business owners and freelancers

600,000+ downloads worldwide
Rated 4.7 out of 5 from over 13,000 reviews
11+ years on the market

MTD for Income Tax: questions people ask before they start

Do I need to sign up for Making Tax Digital myself, or will HMRC sign me up automatically?

From September 2026, HMRC has started signing up, in stages, people who need to use Making Tax Digital for Income Tax for 2026 to 2027 and have not signed up themselves. HMRC writes to you in your HMRC online account or by post. Not sure? Check your HMRC online services account, and if you are not signed up yet, sign up yourself or ask your agent to do it. If HMRC signs you up, you still need to check and confirm your income sources, choose and authorise compatible software, then catch up on your digital records and quarterly updates. Here is how to sign up for MTD.

Is a quarterly update a tax return, and do I have to pay tax when I send one?

No, a quarterly update is a summary, not a tax return, and Making Tax Digital for Income Tax does not change the way you pay tax or the dates payments are due. For the 2026 to 2027 tax year, the tax you owe is still due by 31 January 2028. HMRC receives totals for each income and expense category, from the start of the tax year to the end of the update period, not your invoices or receipts. After an update, EasyInvoice shows you HMRC's estimate of your tax bill. Useful for setting money aside. It is not your final bill.

What happens if I miss a quarterly update deadline?

For the 2026 to 2027 tax year, HMRC does not give penalty points for late quarterly updates. You still need to send them before you can submit your tax return, and a late tax return still gets a point. From the 2027 to 2028 tax year, each missed quarterly update or tax return deadline gets a point. At 4 points you pay a £200 penalty, and another £200 for each further miss. If you are behind, catch up on your digital records from the start of the tax year and send the overdue update as soon as you can.

Can I keep using my spreadsheet for MTD for Income Tax?

Only with bridging software: a spreadsheet on its own cannot send a quarterly update to HMRC, but bridging software can connect to it and make your submissions, as long as both are digitally linked. That means 2 tools, and the figures still start in the spreadsheet. EasyInvoice works differently: the invoices you already send become your digital records, income without an invoice and your expenses go in as simple entries, and the quarterly update goes to HMRC from the same app. It does not import spreadsheets or CSV files, so your records start in EasyInvoice.

Can my accountant do Making Tax Digital for me, or do I still need software?

Yes, an accountant you authorise as your agent can sign you up, keep your digital records and send your quarterly updates using compatible software. So someone needs the software: you or your agent. Only your main agent can submit your tax return. EasyInvoice does not support submissions made by an agent, so with EasyInvoice you check and approve your quarterly updates yourself before they go to HMRC. You can still leave your annual tax return to your accountant.

What is the best MTD software for sole traders and landlords?

The best MTD software for sole traders and landlords is the one that fits the work you already do. HMRC does not recommend any provider, and its software finder lists recognised products, including free ones. Check that it covers all your income sources, works with your accounting period, sends quarterly updates and handles your tax return. If you send invoices without VAT, HMRC-recognised EasyInvoice Premium turns them into your digital records and sends your quarterly updates, for £8.99 a month or £89.99 a year, with 3 months free. You can leave your annual tax return to your accountant.

Reviewed on 5 October 2026

Make your next invoice
your first MTD record.

Try It Free for 3 Months No card required. No automatic charges.