Quarterly updates to HMRC. Automatically.
MTD ITSA is mandatory from April 2026 for sole traders and landlords earning over £50,000. QuickEasyTax prepares and submits all six annual filings — four quarterly updates, an EOPS, and a final declaration.
April 2026
Mandatory for income over £50,000
Sole traders and landlords
April 2027
Threshold drops to £30,000
TBC
Further rollout to lower thresholds
What is a quarterly update?
A quarterly update is a summary of your self-employment income and expenses for a 3-month period, submitted to HMRC digitally. It replaces the income figures you used to include in your annual Self Assessment return.
It's not a payment — it's a digital record-keeping obligation. Your actual tax bill is still calculated at the end of the year via the final declaration.
QuickEasyTax pulls the figures from your categorised bank transactions, shows you the summary, and submits directly to HMRC's MTD ITSA API with one click.
What you submit each quarter
Income
Expenses
The full annual cycle
Six submissions per year. QuickEasyTax prepares all of them.
Q1 Update
6 Apr – 5 Jul → due 5 Aug
Income and expenses for the first quarter. Submitted digitally via HMRC ITSA API.
Q2 Update
6 Jul – 5 Oct → due 5 Nov
Same format as Q1. QuickEasyTax pre-fills from your bank feed.
Q3 Update
6 Oct – 5 Jan → due 5 Feb
Third quarter income and expenses.
Q4 Update
6 Jan – 5 Apr → due 5 May
Final quarterly update. After this, move to EOPS.
EOPS
End of period statement → due 31 Jan
Confirm your full-year self-employment figures. Declare that the quarterly updates are correct and complete.
Final Declaration
By 31 Jan following the tax year
Replaces your old Self Assessment return. Declares all income sources, claims reliefs, and settles your tax bill.
How QuickEasyTax handles it
We connect to HMRC directly. No third-party bridging software needed.
HMRC OAuth
Connect via HMRC's secure OAuth 2.0. We never store your Government Gateway password.
Bank feed pulls income
Transactions imported daily and categorised as self-employment income or expenses.
Quarterly summary prepared
At quarter end, review the pre-filled update before submitting. Make adjustments if needed.
Direct HMRC submission
Submitted directly to HMRC's MTD ITSA Self Employment Business API. Receipt ID stored.
⏰ Why set this up now
MTD ITSA mandation starts April 2026. Banks need time to authorise Open Banking connections. HMRC needs you to be enrolled in MTD ITSA before your first submission. And your first quarterly update covers 6 April – 5 July 2026 — due 5 August 2026.
Getting set up now means you're not scrambling in August 2026 with a submission that should have been done months ago.
Get MTD-ready before April 2026.
21-day free trial. No card required. Full MTD ITSA support from day one.
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