Next Making Tax Digital quarterly update deadline: 7 November 2026.Start filing now

Help Centre

Guides and reference for Making Tax Digital with aligned.tax

Popular guides

Getting StartedSigning UpHow to create your aligned.tax account, choose your account type and verify your email address MTD BasicsWhat 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.tax helps you comply.SubmissionsUploading a SpreadsheetHow to file a quarter from a summary of totals or your transactions: choosing a file, checking the mapping, and reviewing before submission SubmissionsSmart Map - AI Column MappingHow Smart Map and saved mappings propose source cells, and how to review or correct them

Getting Started

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

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

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 MTD Error Codes Explained (ITSA) - Plain English Fixes

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 Jointly Owned Property and Making Tax Digital

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 Cumulative Quarterly Updates Correcting a Submitted Quarter Keeping and Checking Transaction Records

Calculations

How HMRC calculates your tax position

Your Tax Estimate

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 Requesting Client Records Authorise a Client for MTD (HMRC Agent): Digital Handshake & ASA The Client Page Importing Clients Working in a Client's Context Work Practice Forms

Account

Account setup and configuration

Account Settings