How to file MTD (Making Tax Digital) in CleanerPlanner

To meet the HRMC requirements starting in 2026, CleanerPlanner supports filing MTD for income tax. You keep your records in CleanerPlanner, then link records through any HMRC-recognised bridging tool.

In CleanerPlanner, go to Reports > "MTD for Income Tax" tab > follow the instructions there to file each quarter.

If you do not see the tab, send us a message to have it enabled on your account.