Check your quarterly figures

The MTD screen works the figures out from the transactions you've already recorded. There's nothing to compile — the job is checking it looks right before the figures are used.

1. 1

   Open MTD for ITSA

   Year-to-date income, expenses and net position sit at the top, with the year's quarters below. Each quarter shows its period, its deadline, and whether anything is outstanding.

   
2. 2

   Select a quarter to see what's in it

   The panel below breaks the quarter down by category, so an unexpected total can be traced to the transactions behind it rather than taken on trust.

   
3. 3

   Check UK and overseas separately

   They're separate property businesses and each has its own figures. If you don't own overseas property you'll only ever see the UK set.

4. 4

   Remember the figures are cumulative

   MTD quarterly updates run year-to-date, not quarter-in-isolation. Q3's figures include Q1 and Q2, which is why a correction to an earlier quarter changes the later ones too.

   Worth knowing

   If you record something after marking a quarter as submitted, Handled flags that the figures have changed since — so a late receipt can't quietly diverge from what you filed.

All names, addresses and figures in these screenshots are illustrative sample data.