Once you’ve connected your account to HM Revenue & Customs (HMRC), you can view your Making Tax Digital (MTD) obligations and submit your quarterly updates directly from within the platform.
Before You Start
Make sure:
You have successfully authorised your HMRC connection
Your income and expense transactions are up to date
Your tax categories are correctly mapped
If you haven’t completed authorisation yet, go to Settings → Making Tax Digital → Authorise with HMRC first.
Step 1: Review Your Obligations
As a landlord, you are required to make 4 quarterly submissions and an annual submission each year in order stay compliant. The obligations can be accessed via the Making Tax Digital menu on the left.
Note, if no obligations appear, ensure you are signed up to MTD for Income Tax with HMRC and that your connection is active.
Step 2: Review Your Figures
Select one of the obligations to access your quarterly report. The report summarises your income and expenses across your property portfolio by quarter.
Before submitting:
Check all transactions are recorded
Confirm tax categories are correctly mapped
Make any required adjustments
Step 3: Submit to HMRC
Click Submit to HMRC
Confirm submission
Wait for confirmation
The submission is sent securely to HMRC via their MTD API. Once submitted to HMRC, quarterly updates cannot be edited.
Step 4: Submission Confirmation
Once accepted:
The obligation status will change to Fulfilled
A submission details will be stored within Nexus
A timestamp of submission will be recorded
Keep this for your records.
Important Notes
Quarterly updates are cumulative within the tax year.
Submitting a quarterly update does not calculate your final tax bill. However, a tax estimate based on the figures submitted can be retrieved via HMRC.