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Tax & MTD

Preparing quarterly MTD records

Review digital records and prepare a quarterly handoff while production filing remains disabled.

When to submit

Quarterly updates are due by the 7th of the month after each period ends: 7 August, 7 November, 7 February and 7 May. For example, the period 6 April to 5 July is due by 7 August. The deadlines are the same if you use calendar quarters. See HMRC's guidance on quarterly updates. Tendmere does not send deadline reminders.

Review your figures

Go to Finances → Tax → Quarterly update. Tendmere shows a summary of income and expenses for the quarter, broken down by property. Check for any missing rent payments or uncategorised expenses.

Export or hand off

Once the figures are reviewed, use the available export or accountant handoff. Production submission to HMRC is not enabled, and Tendmere will not show a filing confirmation for a review-only pack.

Corrections

If a late item changes the figures, update the record and regenerate the review pack. Follow HMRC or your accountant's process for any actual amendment.

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