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.
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.
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 MTDEasyInvoice 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
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 ExplainedEvery 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
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.
Here are all 4 deadlines for the 2026/27 tax year. Each one falls on the 7th of the month after the quarter ends.
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 MonthsEasyInvoice 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.
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.
A simple, intuitive app, so you can add transactions wherever suits you. MTD is not yet available in the Android app.
HMRC gives you 2 choices for each, and EasyInvoice supports both: standard or calendar periods, cash basis or traditional accounting.
Invoices, estimates, expenses and simple income records, as many as your work needs. The price stays the same in your busiest month.
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.
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.
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.
You should not have to buy a whole accounting system to send HMRC four sets of totals a year.
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.
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.
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.
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.
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.
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