Your Dashboard
What this is
Your Dashboard is your home screen in Aligned. It gives you a complete picture of where you stand with your MTD obligations - which quarters are due, what you have already submitted, and your overall progress for the tax year.
What you see on screen
The Dashboard at /app shows several sections:
- Your Filing Journey - stat cards showing how many quarters are still to file, past deadline, due soon, and filed with HMRC
- QuarterTrack - a visual progress tracker showing the status of each quarterly obligation for each of your income sources. Each quarter is marked as open, fulfilled, or overdue, with an “Upload Data” button on open quarters
- HMRC connection status - whether your account is connected to HMRC
If you have not yet connected to HMRC, the dashboard will prompt you to connect your account first.
How to use your dashboard
View your obligations
QuarterTrack shows each of your income sources (self-employment, UK property, foreign property) with their quarterly obligation statuses. Each quarter shows:
- Open - data not yet submitted for this period
- Fulfilled - you have submitted data and HMRC has accepted it
- Overdue - the deadline has passed and you have not yet submitted
Start a new upload
Click the Upload Data button on any open quarter in QuarterTrack. This takes you directly to the upload wizard with that quarter pre-selected, skipping the obligation selector and going straight to choosing your upload method. You can also go to Upload Quarterly Data in the sidebar to start from the beginning.
Check submission history
Your recent submissions are shown on the dashboard. For a complete history, go to Past Submissions in the sidebar.
Things to know
- Your dashboard shows YOUR tax information only. Unlike the agent workspace which shows multiple clients, your dashboard is about your own tax affairs.
- Obligation dates come from HMRC. The deadlines and periods shown are set by HMRC based on your registration, not calculated by Aligned.
- The tax year selector in the header controls which year’s data you see. Make sure it is set to the current tax year when checking obligations.
- QuarterTrack updates after each submission. When you successfully submit data to HMRC, the relevant quarter will change from “Open” to “Fulfilled”.