Income & expense tracking
Capture each period in one structured form with totals that roll up for your quarterly MTD update.
Product
Core MTD record-keeping and submission features
SelfSubmit brings together monthly digital records, receipt storage, deadline reminders, and HMRC quarterly updates for UK sole traders.
What SelfSubmit includes
SelfSubmit is a subscription service for UK self-employed record-keeping and Making Tax Digital quarterly updates. Every plan includes the same core tools — you only pay more when you need additional businesses.
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Digital record-keeping
Income, expenses, receipts, and monthly records in your account.
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Monthly records
Save and review each period in profession-tailored forms with running totals.
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HMRC account connection
Connect your HMRC account, fetch obligations, and link your businesses.
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Quarterly MTD updates
Preview, submit, and retrieve cumulative self-employment quarterly updates when HMRC is connected.
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Production HMRC filing
Live submissions to HMRC production following API recognition.
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Final Declaration (end of year)
Year-end Final Declaration in SelfSubmit — until then, use HMRC Personal Tax Account or other compatible software.
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GOV.UK compatible software listing
Listed on GOV.UK after HMRC production approval.
For official eligibility and start dates, see GOV.UK Making Tax Digital for Income Tax. Questions? Contact us.
Record keeping
Profession-tailored categories
Choose your trade when you add a business — income and expense lines match how you actually work.
Vehicle & mileage support
Record actual vehicle costs or HMRC simplified mileage where allowed, with guidance not to mix methods.
CSV uploads
Import spreadsheet data where it saves time, alongside manual line-by-line entry.
MTD & submissions
MTD submission preparation
Roll monthly records into figures ready for quarterly updates. Submit to HMRC when your account is connected.
Final declaration (year end)
Not in SelfSubmit yet. After year end, complete Final Declaration in your HMRC Personal Tax Account or other MTD-compatible software — we link you to GOV.UK guidance.
Submission history
Review saved records and exports — useful for you and your accountant.
MTD compliance dashboard
See deadlines, progress, and what still needs attention across your businesses.
Documents & reminders
Receipt uploads
Attach evidence to expenses and keep documents stored with your records.
Secure document storage
Receipts and submission data kept in your account for HMRC’s typical six-year expectation.
Deadline reminders
Email and optional SMS reminders ahead of quarterly deadlines.
Mobile access
Update records from your phone — designed for busy self-employed schedules.
Included on every plan
All subscription tiers include the same core features — you only pay more when you need additional business profiles.
- Income tracking
- Expense tracking
- Receipt uploads
- CSV uploads
- MTD-ready record keeping
- Monthly records
- Final declaration support
- Deadline reminders
- MTD compliance dashboard
- Submission history
- Secure document storage
- Email support
- Mobile access