Self Assessment sorted

Simplify tax season and get ready for MTD for Income Tax with Clear Books — HMRC-recognised software for sole traders and landlords.

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HMRC-recognised for Making Tax Digital

Clear Books is officially recognised by HMRC for MTD for Income Tax and VAT. That means you can report to HMRC with confidence — including quarterly updates and year-end submissions.

Self Assessment tax returns made simple

From April 2026, sole traders and landlords must start to follow new MTD for Income Tax rules:

Keep digital records
Submit quarterly updates to HMRC
Finalise your return with a year-end statement

Clear Books helps you stay compliant without the stress.

Effortless MTD compliance with Clear Books

Our easy-to-use software keeps you on top of income, expenses, and tax — so you can focus on your business, not paperwork.

Submit quarterly updates to HMRC
Track income and expenses in real time
Estimate your tax liability automatically
Submit your final return with ease

Keep your tax records in one place

Never lose a receipt or forget to record income. With our award-winning software and mobile app:

Snap receipts and create records automatically
Enter bills manually if you prefer
Stay fully digital — and fully compliant

We support thousands of businesses and landlords with MTD each year.

Submit quarterly updates with ease

Clear Books makes MTD for Income Tax quarterly updates simple:

Track your income and expenses as you go
Review the update automatically generated for the quarter
Submit directly to HMRC from within Clear Books

Stay compliant and avoid last-minute stress — every 3 months.

Prepare your end-of-year return

When it's time to finalise your Self Assessment:

Select your tax year
Review the return generated from your records
Make any adjustments and click to submit your return to HMRC from within Clear Books.

Clear Books keeps everything in one place — so year-end is just a final check and submit.

Track sales, no matter how you work

Whether you raise invoices or just record bank payments, Clear Books fits your workflow — and automatically includes your sales in your MTD quarterly updates and your end-of-year return.

Track purchases, claim deductions

Snap photos of receipts with the Clear Books app — our software reads and records them for you. Or enter bills manually using our simple forms. Either way, you can capture all your allowable expenses.

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Tax estimates at a glance

Clear Books shows an estimate of your sole trader or landlord income tax, so you can plan ahead. Plus, access detailed reports with just a click.

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Frequently Asked Questions about MTD for Income Tax

Do I need an accountant to help with my MTD for Income Tax?

You don't need an accountant, as you can submit your quarterly updates from within Clear Books yourself. If you're not confident with your end-of-year tax filing, you may want help from an accountant for that.

Do quarterly updates need to be accurate?

In a word, no. There are no penalties from HMRC related to the accuracy of the quarterly updates, but there are deadlines by which the updates must be submitted. Using Clear Books will make it easier to submit quarterly updates on time, and help improve the accuracy of them, too.

Will I be taxed based on my quarterly updates?

No. MTD quarterly updates don't trigger a tax liability - but they do give you better visibility into what your tax might be at the end of the year.

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