What's new

52 updates shipped so far — new features, fixes and improvements to MTDsorted.

Introducing our changelog

  • added You can now see a history of updates to MTDsorted right here.

Consistent look for password reset pages

  • changed Password reset pages now match the style of the sign-in page.

Sign-in and password reset improvements

  • added You'll now see when you last logged in, shown right on the sign-in button.
  • improved Refreshed the look of the sign-in, registration and password reset pages.

More reliable Self Assessment estimates

  • fixed Fixed an issue where a missing calculation field could stop your Self Assessment estimate from updating.

Self Assessment setup

  • added Added a confirmation step for your National Insurance number during Self Assessment setup.

Faster Self Assessment setup

  • improved Self Assessment setup now automatically enables your income source when you only have one.

Invoice fixes

  • improved Improved accessibility of invoice item fields for screen reader users.

Refreshed invoice design

  • changed Redesigned invoices to match the newer Self Assessment look and feel.

Government Gateway now covers Self Assessment

  • added Government Gateway connections now also cover Self Assessment, not just VAT.

Clearer HMRC error messages

  • improved HMRC error responses are now translated into plain, readable messages.

Self Assessment deadline reminders

  • added Added optional email reminders for upcoming Self Assessment deadlines.

Team permissions page and invoice fix

  • added Added a dedicated page for managing team member permissions.
  • fixed Fixed special characters displaying incorrectly on PDF invoices.

Self Assessment redesign

  • improved Redesigned the Self Assessment section with clearer calculations, validation, and status displays.
  • added Added a view-only mode for Self Assessment quarterly updates for team members without submission permission.
  • changed You now need to choose a category before a transaction can be saved.

Self Assessment quarterly update improvements

  • added You can now import figures from a spreadsheet when submitting a Self Assessment quarterly update.

Self Assessment spreadsheet templates

  • added Added downloadable spreadsheet templates for Self Assessment quarterly updates, available from a new Files page.

Clearer Making Tax Digital enrolment messages

  • improved Clearer, plain-English messaging when HMRC reports your account isn't enrolled for Making Tax Digital for Income Tax.

Company switcher shows VAT and NI numbers

  • added Your VAT and National Insurance numbers are now shown when switching between companies.

Self Assessment submission notifications

  • added You'll now receive a notification when your Self Assessment quarterly update is successfully submitted.

Cash basis and accrual accounting support

  • added Self Assessment now supports both cash basis and accrual accounting, with in-app guidance for each.

Self Assessment deadline fix

  • fixed Fixed a bug that showed an incorrect deadline for some Self Assessment quarterly update obligations.

Self Assessment now supports rental income

  • added Self Assessment (Income Tax) now supports rental income from UK property as a business type, not just self-employment.

Self Assessment tax estimate

  • added Added Self Assessment (Income Tax) tax calculation, so you can see your estimated tax bill based on reported income, kept automatically up to date.

More reliable invoice numbering

  • fixed Fixed an issue that could cause invoice numbers to be generated incorrectly.

Reconfirm bank connections before they expire

  • added Bank account connections can now be reconfirmed before they expire, so you don't lose automatic transaction imports.

Accounting period settings

  • added Added company accounting period settings, now shown on your company details.

Transaction update notifications and reconciliation protection

  • added You're now notified when one of your transactions is updated.
  • fixed Fixed a bug that allowed reconciled transactions to be accidentally deleted.

More reliable bank transaction imports

  • improved Improved the reliability of bank transaction imports.

Duplicate transaction detection

  • added Added duplicate transaction detection, with a dedicated page to review and manage duplicates.

Start plan now includes bank connections

  • added The Start plan now includes bank account connections and related features.

Renamed Open Banking to Bank account connections

  • changed Renamed "Open Banking" to "Bank account connections" throughout the app.

Property income quarterly updates

  • added Added support for UK property income quarterly updates under Income Tax (ITSA).

Detailed Income Tax obligations view

  • added You can now view individual Income Tax (ITSA) obligations in more detail.

AI-assisted transaction categorisation

  • added Added AI-assisted transaction categorisation, with settings to control how it's used.

Link transactions to income sources

  • added Transactions can now be linked to a specific income source for Income Tax (ITSA) reporting.

Accept online payments on invoices

  • added Added the ability to accept online payments directly on your invoices.

Invoice tax basis and VAT return fixes

  • added Added tax basis options for invoices, with matching transactions created automatically.
  • fixed Fixed a bug that could let you create more than one draft VAT return for the same period.

More precise VAT tax codes

  • added Added specific VAT tax codes so transactions and categories can be assigned more precise VAT treatment.

VAT rounding fix

  • fixed Fixed a rounding issue affecting VAT calculations.

Spreadsheet import date fix

  • fixed Fixed spreadsheet imports sometimes misreading dates written in UK format (DD/MM/YYYY).

More transaction history on new bank connections

  • improved New bank connections now load up to 90 days of transaction history.

VAT obligation change notifications

  • added You'll now get a notification if a VAT obligation changes while your account syncs with HMRC.

ODS spreadsheet import support

  • added You can now import transactions from ODS spreadsheet files.

VAT obligation sync fix

  • fixed Fixed VAT obligations occasionally falling out of sync during automatic updates from HMRC.

VAT obligation status fix

  • fixed Fixed VAT obligations that were already filed incorrectly showing as outstanding.

Webhook support

  • added Added webhook support so paid-plan customers can send events to other tools.

Government Gateway cancellation fix

  • fixed Fixed an error page shown when cancelling your Government Gateway link.

Corporation Tax calculator

  • added Added a Corporation Tax calculator, including which transactions were used in the calculation.

VAT return received date

  • added VAT returns now show the date HMRC received them.

Upcoming tax obligations overview

  • added Added upcoming tax obligations to the tax overview page.

VAT return breakdown

  • added Added a detailed breakdown of the VAT values and categories used in your VAT return.

Shareable invoices and clearer VAT returns

  • added Added shareable public invoice pages you can send directly to clients.
  • improved VAT returns now clearly show whether you're due a reclaim or need to make a payment.

Submit VAT returns to HMRC

  • added VAT returns can now be submitted directly to HMRC, with a confirmation email sent after each submission.