LOYALS

MTD Quarterly Submission

Upload your records — takes about 5 minutes

Secure & Private ~5 minutes
Step 1 of 8 Your details

Let's start with your details

So we can follow up if anything's unclear.

Required
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Which quarter are you submitting for?

Select the period your records cover.

Q1: 6 April – 5 July
Q2: 6 July – 5 October
Q3: 6 October – 5 January
Q4: 6 January – 5 April

What type of income are you reporting?

Select all that apply — we'll walk you through each one.

🔧 Self-Employed / Sole Trader
Trade or freelance income
🏗️ CIS Construction Worker
Paid under the Construction Industry Scheme
🏠 Landlord / Property Rental
Income from rental properties

Upload your bank statements

All statements covering Q1 (6 Apr – 5 Jul) from all your bank accounts.

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Choose files or drag & drop

Do you have your CIS payment & deduction statements?

These show tax deducted by contractors. No worries if you don't have them.

Yes, I have them
No, I don't have them
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Choose files or drag & drop

Any cash receipts to submit?

For anything paid in cash that won't appear on your bank statements.

Yes, I have receipts
No cash payments this quarter
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Choose files or drag & drop

How do you want to report travel?

Pick whichever is easier for you.

Use my bank statements
Fuel, parking and travel costs are already in my statements
Report by mileage
I'll enter my business miles for the quarter

Rental income bank statements

Does your rental income go through the same bank account you already uploaded?

Yes, same account
Rental income is in the bank statements I already uploaded
No, separate account
I have a different bank account for rental income

Upload the bank statements for your rental account covering the same quarter.

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Choose files or drag & drop

Do you have a mortgage interest statement?

Your lender provides this annually — upload it if you have it.

Yes, here it is
No / Not applicable
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Choose file or drag & drop

Any property repair or maintenance invoices?

Repairs, letting agent fees, insurance, or other property costs paid in cash.

Yes, I have invoices/receipts
No, everything is on my bank statements
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Choose files or drag & drop

Has anything changed recently?

Tick anything that applies since your last submission.

Changed address
New vehicle for business use
Started a new business or trade
New rental property
Changed bank account
Received a letter from HMRC
Penalty notice, tax code change, or any other correspondence
Nothing has changed

Upload a photo or scan of the letter(s) you received.

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Choose files or drag & drop

Anything else we should know?

Notes, questions, or anything we might need.

Ready to submit

Here's what you're sending us.

Thanks there! We've received your Q1 records.

We'll take it from here.

Next Steps

1

We'll review your documents within 2 working days

2

If anything's missing, we'll give you a call

3

We'll file your MTD update with HMRC and confirm when it's done

If there's anything you'd like to tell us or have any questions, get in touch — we're always happy to help.

Your data is secure — only used by LOYALS to file your MTD return