MTD for Income Tax final declarations

BrightTax handles the final declaration, the annual part of MTD for Income Tax. It retrieves clients’ quarterly totals (income and expenses) directly from HMRC, so there’s no re-entering figures already submitted during the year. You complete the remaining sections - employment income, savings and reliefs - and BrightTax calculates the tax due and submits the final declaration directly to HMRC.

Clients can use any MTD-compatible software for their quarterly updates - Excel (via bridging), BrightBooks, Xero, Sage, FreeAgent or QuickBooks. For the final declaration, BrightTax retrieves that quarterly data directly from HMRC via API, so clients keep the bookkeeping system that works for them, with no forced platform migration or data re-entry.

BrightTax serves accountants and clients who need to meet the annual final declaration part of MTD for Income Tax, including sole traders and landlords. It also caters for all individuals, partnerships, corporation tax and VAT.

BrightBooks and BrightTax cover both parts of MTD for Income Tax: BrightBooks sends quarterly updates for clients who use it, and BrightTax handles the final declaration. BrightTax retrieves quarterly data from HMRC, so the final declaration works the same whichever software sent the updates. Separately, BrightTax AP users can import trial balances from BrightBooks and export journals to it. Use them together or on their own.