Making Tax Digital Calculator

Tip the team Load progress

⚠️ Remember to download your records regularly. Closing the page may lose unsaved changes.

Summary

Quarterly Summary

⚠️ Remember to download your records regularly. Closing the page may lose unsaved changes.

Add New Income

Income Date

Income Amount

Employee Pension Amount

Employer Pension Amount

Notes (e.g. employment name)

Make recurring

Income Records

Date	Income Amount	EmpEE Pension	EmpER Pension	Notes

⚠️ Remember to download your records regularly. Closing the page may lose unsaved changes.

Add New Expenses

Expense Category

Expense Date

Total Amount

Claimable Percentage

Notes (e.g. expense name)

Make recurring

Expense Records

Date	Total Amount	Percentage	Claimable Amount	Category	Notes

Dashboard

The Dashboard gives you an at-a-glance view of your finances for the active tax year.

Summary

The summary section shows your total income, total expenses, and net profit for the year so far. These figures update automatically whenever you add or delete a record.

Quarterly Summary Table

The quarterly breakdown table shows income and expenses split across the four MTD quarters:

Q1 — 6 April to 5 July
Q2 — 6 July to 5 October
Q3 — 6 October to 5 January
Q4 — 6 January to 5 April

Use this table to check your figures before submitting each quarterly update to HMRC.

Tax Year

The active tax year is shown at the top of the page. It is set automatically when you add your first record. All records must fall within the same tax year — the app will warn you if you try to add a record outside it.

Saving & Loading

Your records are saved automatically in your browser. However, clearing your browser data will erase them. Use the Save to Excel button regularly to download a backup. To restore a previous session, use Load progress and select your exported file.

Income

Use this tab to log all income received during the tax year.

Adding a Record

Enter the Income Date — the date the income was received.
Enter the Income Amount — the gross amount received before any deductions.
Optionally enter Employee Pension (EmpEE) — your own pension contribution deducted from pay.
Optionally enter Employer Pension (EmpER) — your employer's pension contribution.
Optionally add a Note — e.g. the name of your employer or client.
Click Add Income.

Recurring Income

If you receive regular income such as a monthly salary, tick Make recurring and configure the frequency:

Choose how often — daily, weekday, weekly, monthly, or yearly.
For weekly recurrence, select which day of the week.
For monthly recurrence, select which day of the month.
Set an end date — records will be generated from the start date up to and including the end date.

A confirmation will list all dates successfully added once complete.

Filtering Records

Use the quarter dropdown in the table header to filter records by MTD quarter. Use the Notes filter to search by employer or description. Click Clear Filters to reset.

Deleting Records

Click the delete icon on any row to remove a single record. Use Delete All to clear all income records at once — this cannot be undone.

Expenses

Use this tab to log allowable business expenses. Only the claimable portion of each expense is counted towards your totals.

Adding a Record

Select an Expense Category that matches the HMRC category for the expense.
Enter the Expense Date.
Enter the Total Amount — the full cost before any percentage reduction.
Enter the Claimable Percentage — defaults to 100%. Reduce this if the expense is only partly for business use (e.g. 50% for a phone used personally and professionally).
Optionally add a Note to describe the expense.
Click Add Expense.

Mileage (Car Travel)

Selecting Car Travel switches the form to mileage mode:

Enter the miles driven for the journey.
Enter the number of passengers (including yourself).
The claimable amount is calculated automatically using the HMRC approved mileage rate.

Expense Categories

Category	Examples
Car Travel	Business mileage at HMRC approved rate
Non-Car Travel	Trains, buses, taxis, flights
Prof. Fees	Accountancy, legal fees, professional subscriptions
Office	Stationery, phone, computer equipment
Rent/Bills	Business premises, utilities, home office proportion
Banking	Bank charges, loan interest
Repairs	Maintenance of business assets
Goods Sold	Cost of stock or materials used
Staffing	Wages, subcontractor costs
Advertising	Marketing, website, promotion
Insurance	Business insurance premiums
Other	Any other allowable expense

Recurring Expenses

Works the same as recurring income — tick Make recurring, set the frequency and end date, and the app will generate entries for each occurrence.

Filtering Records

Filter the expense table by quarter, category, or notes using the controls in the table header. Click Clear Filters to reset all filters.

Deleting Records

Click the delete icon on any row to remove a single record. Use Delete All to clear all expense records — this cannot be undone.