Getting Started Setup

Getting Started with AffordableMTD

Create your account, connect to HMRC, and get ready to submit your first quarterly update. A complete walkthrough of the setup process.

5 min read
HMRC

How to Connect Your HMRC Account

How the HMRC authorisation works, what permissions are needed, and how to fix common connection problems.

4 min read
Quarterly Updates Data Import

How to Import Spreadsheets and CSV Files

Upload your existing spreadsheet or CSV and let AffordableMTD map your columns to HMRC categories. Supports CSV and Excel formats.

5 min read
Submissions

How to Submit a Quarterly Update to HMRC

Walk through the full submission process — from choosing your quarter type to reviewing your figures and sending them to HMRC.

6 min read
Tax Estimate

Understanding Your Tax Calculation

After each quarterly update, HMRC sends back a tax estimate. Here's how to read it and what the different figures mean.

4 min read
End of Year Year End

How to File Your Final Declaration

The final step in your MTD tax year. Review your annual figures, confirm your tax calculation, and submit your final declaration to HMRC.

5 min read
Account & Billing Account

Managing Your Subscription and Billing

How pricing works, how to manage your subscription, update payment details, and download invoices.

3 min read

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