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Accounting

Making Tax Digital for Income Tax

RentFig sends quarterly updates for your UK property income straight to HMRC under Making Tax Digital for Income Tax (MTD ITSA), using the figures already in your books. Joint owners can each file their own share.

Getting Started

  1. Turn on two-factor authentication — Submitting to HMRC needs 2FA on your RentFig login (Settings → Profile → Two-Factor Authentication).
  2. Connect to HMRC — Go to Accounting → MTD, click Connect to HMRC, enter your National Insurance number and sign in at HMRC to authorise RentFig.
  3. Check your categories — Each accounting category maps to an HMRC field. Any unmapped category is flagged and left out, so fix those first.
  4. Review the quarter — Open the quarter (Q1 6 Apr–5 Jul, Q2 to 5 Oct, Q3 to 5 Jan, Q4 to 5 Apr) to see the year-to-date income and expenses. Use Preview CSV to check them.
  5. Export & lock, then submit — Click Export & lock period (records up to the quarter end can no longer be edited), then Submit to HMRC and enter your authenticator code.
  6. Joint owners — On a jointly-owned portfolio, use "Invite to file their share" so each owner connects their own HMRC account and submits from their own My tax return page, or tick "Not in MTD" for an owner who only files a yearly return.

Common Questions

Which plan do I need?

Sending quarterly updates straight to HMRC is included on Starter, Standard and Business at no extra cost for now. On Free you can still Preview CSV and Export & lock period, then upload the file to bridging software.

Who can submit?

The account owner or a team member with full Accounting access. Read-only Accounting members and accountant guests can't export or submit.

Can RentFig file my final tax return?

An owner filing from their My tax return page can send their year-end UK property figures, some other income and reliefs, and their final declaration after reviewing HMRC's calculation. RentFig doesn't support self-employment or foreign property income — use HMRC's online services or other software for those.

Will I be reminded?

Yes, for personally-owned portfolios: a For Your Attention item and an email when each quarter ends, and another email before the deadline (5 days by default — change it in Settings → Reminders → MTD Quarterly Update).

Still need help?

Try our AI help bot — it can answer most questions instantly.

If it’s still not resolved, email us at support@rentfig.co.uk