How to videos

Short, clear video guides to help you use SimplifyMTD with confidence, from setting up your account and connecting to HMRC, through submitting and amending your quarterly returns, to closing your account.

Setting up your SimplifyMTD account & connecting to HMRC

Learn how to get started with SimplifyMTD. This guide walks you through entering your personal details, connecting your account to HMRC, and checking your Business IDs so you're ready to make your first quarterly submission.

Setting up a foreign property

How to add a foreign property in SimplifyMTD. Whether you've come from another MTD provider or this is your first time, we'll show you how to retrieve existing details or set up a new property and register it with HMRC.

Submitting your quarterly returns

A step-by-step guide to filing your quarterly return. Enter your income and expenses, review, and submit to HMRC. Also covers simplified mode for UK property and how foreign returns differ.

Making a submission using an Excel upload

Prefer not to type your figures in by hand? Learn how to download the SimplifyMTD spreadsheet template, fill in your income and expenses, and upload it to complete a quarterly submission.

Amending a quarterly return

Submitted the wrong figures? This short guide shows you how to amend a quarterly return in SimplifyMTD and how your changes are sent to HMRC automatically with your next submission.

In-year summary and tax calculation

See the cumulative totals HMRC holds for you and your estimated in-year tax. This video explains how to use the In Year view and why the tax figure is an estimate until your Final Declaration.

Viewing past submissions and downloading your records

How to review everything you've filed through SimplifyMTD. View submissions by quarter, download or print individual returns, and export a full tax year as a PDF or Excel file for your records or your accountant.

Ceasing a property's quarterly filing obligation

Sold a property or stopped receiving rental income? This video explains how to begin ceasing a property's quarterly filing in SimplifyMTD, why you also need to contact HMRC directly, and what happens once a cessation date is confirmed.

Closing your account

How to close your SimplifyMTD account, what happens to your data, and the 30-day window to reactivate if you change your mind. Includes a reminder to download your records first.

Related guides

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