Making tax digital - tax return not received?

Bigbobby

I am a landlord and I decided to voluntarily sign up to the MTD tax returns. The software provider I use is Clearbooks. Throughout 25-26 I kept all records and did my quarterly submissions and then submitted my final declaration (which also included my salary) using clearbooks at the end of the tax year earlier on this month.

I wanted to submit it early because I do not like the stress of last minute submission.

When I now log into my HMRC account it confirms my quarterly submissions but then it states that it has not received my tax return from all income sources. I am just wondering why it states they have not received my tax return even though I have done it? It is the first time I have done this, is it because maybe I am being a bit impatient and they are busy this time of year and it takes several weeks to process?

Ayr_Rage

If MTD is anything like SA then every time your submit a return you get a submission receipt on the web page.

Dazed_and_C0nfused

https://forums.moneysavingexpert.com/discussion/6665687/making-tax-digital-tax-return-not-received

How can you submit the final declaration for a MTD tax return given the first quarterly update isn't even due until August?

Or do you mean you were part of the pilot in 2025/26?

noitsnotme

I might be wrong but from my understanding you need to make 4 quarterly submissions and then still a tax return on top of those. So effectively 5 submissions in total. Did you do all of these (I think you did from what you said)?

I don’t think all MTD providers can do all of them. No idea about Clearbooks.

Bigbobby

I was voluntarily part of the pilot for MTD for 25-26. As mentioned I have done my 4 quarterly submissions throughout 25-26 using Clearbooks. I then also did a final declaration through Clearbooks so in total that is 5 submissions through Clearbooks.

DRS1

I am being told by my provider that they are waiting for HMRC to finalise how the end of year submission works. Maybe that is just their excuse but I can't see anywhere on their website for doing it.

eskbanker

When I now log into my HMRC account it confirms my quarterly submissions but then it states that it has not received my tax return from all income sources. I am just wondering why it states they have not received my tax return even though I have done it?

Wondering if there's any significance in the bolded wording, i.e. does the MTD software cover all income sources, so that the final declaration completely replaces all aspects of the self-assessment return?

Bigbobby

https://forums.moneysavingexpert.com/discussion/comment/81977060#Comment_81977060

Ah that is interesting to hear. I plan to give Clearbooks a call next week to clarify what is going on. It is early days for everyone for MTD. I am very much an early bird for submitting using MTD!

Currently my rental income does not meet that required criteria that you must do MTD. I just thought I would do it voluntarily to get some practice at doing it. In the near future I am looking at expanding my rental portfolio and my rental income will therefore increase so at that stage it will be compulsory for me to use MTD.

Bigbobby

https://forums.moneysavingexpert.com/discussion/comment/81977062#Comment_81977062

Correct. The final declaration replaces all aspects of the tax return. You have to declare other sources of income such as employment, savings and investments etc.

DRS1

You didn't by any chance do a self assessment tax return did you? I am hoping the end of year submission under MTD will work the same way as the old self assessment tax return but I bet they don't.

Bigbobby

https://forums.moneysavingexpert.com/discussion/comment/81977073#Comment_81977073

No I have not done a self-assessment tax return. I have just done the MTD which is meant to replace it.