Making Tax Digital for Income Tax Self-Assessment Simplified for Self-Employment and Landlords

Big changes are coming with Making Tax Digital for Income Tax (MTD IT). Soon, you’ll need to keep digital records and update HMRC quarterly, using approved software instead of the HMRC Gateway once mandated.

Use TaxNav in your browser — no downloads or installation required.

TaxNav is HMRC-recognised software already trusted by hundreds of HMRC Pilot Users. It makes tax reporting easy, affordable and fully compliant. This helps you save time, reduce your tax bill, and navigate your income tax with confidence.

You can keep using your existing spreadsheet -  simply add the TaxNav import worksheet. There’s no need to change the way you already work.

What is Making Tax Digital (MTD IT) for Income Tax?

Starting April 2026, if you're self-employed or a landlord with a total income over £50,000, you must:

  • Stop using the HMRC Gateway
  • Start using MTD-compliant software like TaxNav
  • Keep digital records of your income and expenses
  • Submit quarterly unadjusted summaries as well as an annual return to HMRC digitally
  • At year-end, make any adjustments such as dividends, bank interest or gift aid, and confirm your total income with a final declaration via HMRC

What is TaxNav?

TaxNav is HMRC-recognised, MTD IT-compliant software, designed to:

  • Act as simple bridging software — ideal for spreadsheet users
  • Support any combination of income for an individual under one licence (e.g. self-employment and property)
  • Simplify digital record-keeping and submissions
  • Improve data safety with encryption and authentication
  • Reduce confusion and save time
  • Reduce errors and avoid penalties
  • Provide guidance to maximise deductions
  • Be Excel spreadsheet-friendly
  • Navigate your self-assessment obligations with ease

Benefits

  • We have hundreds of users already using TaxNav and submitting updates to HMRC
  • Continue to use your spreadsheet, we offer a simple solution to link this with TaxNav
  • Add your own transactions, we will summarise them and submit this to HMRC
  • One licence covers all your income and property income and expenses
  • When mandated you will have to use third-party software

Features

  • TaxNav supports Standard and Calendar reporting
  • TaxNav supports Cash or Accrual accounting
  • Complete your four submissions and then add your annual adjustments
  • Quarterly updates are unadjusted and don’t have to be 100% accurate
  • Mobile and PC based functionality

TaxNav is an MTD IT-compatible online tool, that is

Purpose built for the
self-employed & landlords to manage their own records

If you are self-employed and/or own a UK or foreign property and are earning over £50,000 TaxNav helps you:

  • Know what to do and when to do it
  • Remind you of what HMRC requires of you in MTD IT
  • Keep accurate financial records of your income and expenses
  • Submit your quarterly records on-time, with ease for self-employment and/or property income within the one licence
  • Learn how to reduce your personal tax liability
  • Avoid mistakes and risk of penalties
  • Have eyes on your estimated final tax bill
  • Streamline your year-end tax return

TaxNav is a UK-based company and is built on a solid foundation of knowledge

About TaxNav:

  • People who developed MTD for VAT who have followed the MTD IT programme since 2014 when it was first considered
  • TaxNav produces a detailed view and or download of all income and expense transactions for you to review, in addition to the summary submissions at HMRC
  • Guarantee full compliance with HMRC regulations
  • Make the HMRC connection and authentication process painless

Smart
Simple
Secure
Compliant

Why Choose TaxNav for Making Your Tax Digital for Income Tax?
(MTD IT) also known as (MTD ITSA)

Intuitive & Easy

TaxNav is an efficient and easy to use online tool for managing your quarterly self-assessment tax obligations, eliminating confusion and saving you time.

Step by step

TaxNav understands what is relevant to you and guides you through the submissions process, removing unnecessary information and extra steps along the way

Officially recognised by HMRC

TaxNav is officially recognised by HMRC as fully compliant software for Making Tax Digital for Income Tax

Safe & Secure

TaxNav keeps your data and privacy secure, so you can manage and submit your records with confidence. TaxNav has no access to your historic tax data.

We Specialise in Tax

At TaxNav we are proud of our technical tax knowledge, so our users don't have to be. We make navigating the complex and strict requirements of HMRC straightforward and easy to understand.

Cost-Effective

TaxNav is designed specifically for the self-employed and landlords, making it a much more affordable option than all-in-one bookkeeping solutions.

Find out more and

Important notice for Making Tax Digital for Income Tax (MTD IT)

Our current MTD IT solution supports most sole traders and landlords.

Please note that we do not yet support:

  • Partnerships
  • Trusts
  • Lloyd’s underwriters
  • Ministers of Religion
  • Other specialised income types

If you fall into any of these categories, please refer to HM Revenue & Customs’ list of compatible software providers

https://www.gov.uk/guidance/find-software-thats-compatible-with-making-tax-digital-for-income-tax