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
Required

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.

📁
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
📁
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
📁
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
HMRC rate: 45p/mile for first 10,000 miles, 25p after that

Your rental property

Tell us about the property you're reporting for.

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
📁
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
📁
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
Nothing has changed

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

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