Help Centre

Guides and reference for Making Tax Digital with Aligned

Popular guides

Getting Started Signing Up How to create your Aligned account and verify your email address MTD Basics What is MTD for Income Tax? A plain English guide to Making Tax Digital for Income Tax - what it is, who it affects, and how bridging software like Aligned helps you comply. Submissions Uploading a Spreadsheet How to upload your quarterly income data using a spreadsheet file Submissions Smart Map - AI Column Mapping How the Aligned AI reads your spreadsheet columns and maps them to HMRC income and expense categories

Getting Started

Create your account, choose your type, and connect to HMRC

Signing Up Choosing Your Account Type Connecting to HMRC Your First Login as an Accountant Your First Login Navigating the App

MTD Basics

What Making Tax Digital means and how it works

What is MTD for Income Tax?Who Needs to Comply with MTD ITSA?Quarterly Update Deadlines The Penalty-Free Period for MTD ITSA MTD ITSA Glossary Agent Authorisation Explained HMRC Error Codes and What They Mean

Obligations

View and understand your quarterly update deadlines

Understanding Your Obligations

Income Sources

Add and manage your business and property income

Managing Your Income Sources Business Detail

Submissions

Upload data, review, and submit to HMRC

Uploading a Spreadsheet Smart Map - AI Column Mapping Reviewing Before You Submit Submitting to HMRC Viewing Submission History

Calculations

How HMRC calculates your tax position

Tax Calculations

Year End

Coming soon

Final Declaration and end-of-year process

Final Declaration (Year End)

Your Account

Manage your settings, subscription, and profile

Authorising your account with HMRC Your Dashboard

Clients

Manage your clients and their tax affairs

Managing Your Clients Adding a Client Authorising a Client with HMRC Your Workspace

Account

Account setup and configuration

Account Settings