Third quarterly update due 7 February 2027 → All 2026-27 dates
File MTD for Income Tax and VAT from bank statements and receipts.
AATAX is for accountancy practices running MTD for Income Tax and VAT for their clients, and for sole traders and landlords doing their own.
Reference: D6Q7XMView on GOV.UK ↗GDPR compliantWho is AATAX for?
For accountants and agents
Run MTD for Income Tax and VAT for your clients. Authorise through your Agent Services Account, send reminders they can simply reply to, and see every quarterly update and VAT return in one place.
From £99 a year ex VAT
For sole traders and landlords
Connect your HMRC account, turn your bank statements and receipts into records, and send your quarterly updates and final declaration yourself.
Free
How it works
Step 1Connect to HMRC
Agents authorise through their Agent Services Account, and individuals sign in with their HMRC account.
Step 2Add your records
Upload bank statements, receipts or spreadsheets. You don't need bookkeeping software.
Step 3Send your updates
Review and send each quarterly update and your final declaration, and we'll keep track of the deadlines. Agents send their clients' VAT returns from the same records.
Who needs to use MTD, and when
MTD for Income Tax applies to sole traders and landlords registered for Self Assessment, based on their qualifying income. See what counts as qualifying income or check in five questions.
- In effectFrom 6 April 2026Qualifying income over £50,000
- NextFrom 6 April 2027Qualifying income over £30,000
- LaterFrom 6 April 2028Qualifying income over £20,000
MTD for Income Tax guides
Do I need MTD?
Software
For accountants
Questions
Do I need bookkeeping software?
No. You can upload bank statements, receipts or spreadsheets, and you check your records before anything is sent to HMRC.
What does AATAX cost?
Agents pay a yearly package by how many clients they have, excluding VAT: from £99 a year for up to 20 clients, with unlimited users and no setup fees. Filing VAT returns is an add-on, for 25% more. AATAX is free for sole traders and landlords doing their own.
Does AATAX do MTD for VAT?
Yes, for accountants and agents. Ask a client to authorise you for VAT and AATAX lists their VAT periods, works out each return from the same records as their Income Tax, sends it to them to approve and files it with HMRC. Limited companies and partnerships can be VAT-only clients.
Is AATAX recognised by HMRC?
Yes. AATAX is recognised by HMRC as MTD ready, with reference D6Q7XM.
Can my accountant use AATAX for me?
Yes. Once you authorise your accountant with HMRC, they can send your quarterly updates and final declaration for you. You reply to their reminders with your bank statements and receipts.