I appreciate you for bringing this up, Paul.
Just to make sure I provide the right guidance, can you clarify a bit more about your situation? Are you filing for Income Tax (ITSA) where you need to submit Quarterly Updates to HMRC or are you filing for VAT, and HMRC is requesting a quarterly MTD report?
If you’re filing for Income Tax under MTD, QuickBooks lets you submit Quarterly Updates directly to HMRC without needing to generate a separate report. You can seamlessly file these updates from within QuickBooks.
Here's how:
- Go to All apps.
- Select Income Tax.
- Click Overview.
- Find the current open quarter. You can start the update in two ways:
- Select Send update on the specific update card at the top of the page.
- Scroll down to the Quarterly Updates list and select Send update next to the specific income source.
For detailed guidance, here are some helpful resources:
If it’s for VAT, QuickBooks supports MTD filing through a digital link. While QuickBooks does not generate a separate quarterly MTD report for VAT beyond the VAT return itself, you can prepare and submit your return to HMRC digitally once you've set up MTD in QuickBooks. Ensure your VAT registration and details align with HMRC’s records to avoid any errors during submission.
For more information, refer to this guide: Set up MTD (Making Tax Digital) for VAT in QuickBooks.
Let us know if you have further questions or need additional help.
