Help Centre

Step-by-step guides for using Affordable MTD. From connecting HMRC to filing your final declaration — everything explained simply.

Getting Started Setup

Getting Started with Affordable MTD

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 Affordable MTD 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

Annual Allowances and Adjustments

Claim capital allowances, the trading or property allowance and other annual adjustments before your final declaration.

5 min read Year End

How to File Your Final Declaration

The final step in your MTD tax year. A walkthrough of the seven-step wizard, from reporting other income to submitting your declaration.

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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