Making Tax Digital for Income Tax

Quarterly information for your Xero filing workflow.

Send your cumulative figures and digital-record export to FMX for review.

Send your quarterly information to FMX.

For sole traders and landlords using Making Tax Digital for Income Tax. Provide cumulative figures and an original digital-record export for your selected update period.

FMX will review the request, agree the service fee and confirm the records, authorisation and Xero setup needed. Any HMRC submission takes place separately through compatible software after your approval.

Typed totals are a review summary. They do not replace digital records or the digital links required between record-keeping and filing software. HMRC digital-record requirements.

MTD quarterly information

Choose the update period and provide totals from your digital records.

FMX AccountantsMTD Income Tax · quarterly information
  1. 1. Your details
  2. 2. Return sections
  3. 3. Prepared figures
  4. 4. Digital-record checks
  5. 5. Documents
  6. 6. Review and send

This form sends information to FMX, not HMRC. Actual MTD submissions must use compatible software and digitally linked source records. Do not send Xero or HMRC login passwords.

Loading return questions...

1. Your details

Official SA100 and supplementary forms by tax year

Your details and documents are stored encrypted outside the public website. Notification emails contain no tax figures or identifiers. Do not provide HMRC passwords, card details or banking passwords. Contact info@fmxaccountants.co.uk about your information or a deletion request.

Before you send your update information

Does sending this form complete my HMRC obligation?

No. FMX must first confirm the records, authorisation and compatible-software workflow, then obtain your approval and submit through Xero or suitable compatible software.

Should figures cover only the latest three months?

No. Provide the cumulative totals from the start of the update year to the selected quarter end. The form supports standard and calendar update periods. HMRC quarterly-update guidance.

What does this service cost?

FMX agrees the MTD service fee separately after review. The £50 prepared annual-return offer is a different service.

Do you need my Xero password?

No. FMX will arrange appropriate access through the Xero organisation and the required HMRC agent authorisation. Do not provide login passwords in this form.

Can I submit VAT through this page?

No. This form is for MTD Income Tax information from sole traders and landlords. Contact FMX about VAT returns.

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