MTD quarterly totals calculator
Enter each quarter's totals by category. You get quarterly and year-to-date figures, ready to copy into your software or bridging tool. Saved on this device only.
| Category | Q1 | Q2 | Q3 | Q4 | Year to date |
|---|
Quarters and deadlines (standard periods)
| Quarter | Covers | Update due |
|---|---|---|
| Q1 | 6 April to 5 July | 7 August |
| Q2 | 6 July to 5 October | 7 November |
| Q3 | 6 October to 5 January | 7 February |
| Q4 | 6 January to 5 April | 7 May |
Each update is cumulative: it covers the tax year so far, so the year-to-date column is what most software asks for. You can choose calendar quarters instead (1 April to 30 June, and so on); the deadlines stay the same. After the year ends you still finalise your return by 31 January.
General information, not tax advice. Categories here are a simplified version of HMRC's. See GOV.UK: use Making Tax Digital for Income Tax.
Want this as a proper record book? I'll build an Excel or Google Sheets file where you enter each receipt and the quarterly totals fill in themselves, with a mileage log. See the Fiverr gig
Not in MTD yet? The Self Assessment Tracker (£12) keeps a year's records for your 31 January return.