Feature

Making Tax Digital

Prepare rental income records for HMRC MTD submissions — classify income and expenses, connect to HMRC, submit cumulative quarterly updates, and complete year-end steps from the Tax dashboard.

Q1 update

Rental income

£14,200Submitted

Q2 update

Rental income

£14,550Submitted

Q3 update

Rental income

£14,850Ready to submit

Quarterly updates without the spreadsheet scramble

MTD-ready rental records

Classify rental income and allowable expenses per property. Proper Agent structures records for HMRC Making Tax Digital for Income Tax.

HMRC connection

Connect to HMRC from the Tax dashboard to submit cumulative quarterly updates for UK property income without leaving Proper Agent.

In-year tax estimates

See estimated tax liability as you go — helpful for setting aside funds and avoiding surprises at year-end.

Year-end support

Complete BSAS adjustments and final declaration steps from the same dashboard. Add records manually or import CSV when bank feeds are unavailable.

Frequently asked questions

Common questions about making tax digital.

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