What's new

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

16 October 2026

Transaction fixes

  • fixed Transactions from invoices, file imports and connected bank accounts now show whether they are incoming or outgoing. Editing one also lists the right Income Tax categories again.
  • changed Searching transactions now shows the current tax year to start with, instead of only the last 7 days.
  • fixed The Current Tax Year and Previous Tax Year date ranges now run from 6 April to 5 April.
  • improved When a transaction search finds nothing, it tells you which dates it searched.
  • fixed Typing quickly in transaction search no longer shows duplicate or out-of-date results.
  • fixed The totals at the top of transaction search stay in place while results load, instead of disappearing and reappearing.
  • fixed Deleting a transaction from its edit page now asks you to confirm, then takes you back to your transactions.
  • fixed You can edit your existing transactions after reaching your plan's transaction limit. The limit only applies to logging new ones.
  • fixed Double clicking Log transaction no longer saves the same transaction twice.
  • fixed If reconciling or excluding a transaction fails, the page no longer gets stuck loading.
  • fixed If deleting a transaction fails, you stay on the transaction instead of being taken back to the list as if it had been deleted.
8 October 2026

Two-factor authentication

  • security You can now turn on two-factor authentication in Account Settings. Once it's on, after you enter your password or sign in with Google, Microsoft or Yahoo, we'll ask for a 6-digit code from an authenticator app on your phone.
  • added When you turn on two-factor authentication you get a set of single-use recovery codes, so you can still sign in if you lose your phone. Account Settings shows how many you have left.
  • security We email you whenever two-factor authentication is turned on or off for your account.
  • added You can download your recovery codes as a text file when you first get them.
  • improved The page where you enter your code shows which account you're signing in to, and has tips for when a code isn't accepted.
  • improved If you open our help guides before entering your code, a Finish signing in button takes you back to the code page.
  • improved Each section of Account Settings now starts with a short summary, and you change your email address or password from its own button instead of a form that is always open.
  • added You can copy your support key with one click from Account Settings.
6 October 2026

Safer webhook delivery

  • security Webhooks are only delivered to public web addresses.
  • changed Webhooks no longer follow redirects. If your endpoint responds with a redirect, the delivery is marked as failed, so make sure your webhook URL points straight at its final address.
  • fixed Fixed webhook deliveries that couldn't reach your endpoint being stuck as pending. They now show as an error in your webhook log, with the reason.
5 October 2026

Tighter permissions on webhook settings

  • security Viewing or changing your company's webhook settings now requires the 'Manage company account settings' permission.
4 September 2026

Introducing our changelog

  • added You can now see a history of updates to MTDsorted right here.
26 August 2026

Consistent look for password reset pages

  • changed Password reset pages now match the style of the sign-in page.
20 August 2026

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.
8 August 2026

More reliable Self Assessment estimates

  • fixed Fixed an issue where a missing calculation field could stop your Self Assessment estimate from updating.
1 August 2026

Self Assessment setup

  • added Added a confirmation step for your National Insurance number during Self Assessment setup.
23 July 2026

Faster Self Assessment setup

  • improved Self Assessment setup now automatically enables your income source when you only have one.
19 July 2026

Invoice fixes

  • improved Improved accessibility of invoice item fields for screen reader users.
16 July 2026

Refreshed invoice design

  • changed Redesigned invoices to match the newer Self Assessment look and feel.
10 July 2026

Government Gateway now covers Self Assessment

  • added Government Gateway connections now also cover Self Assessment, not just VAT.
2 July 2026

Clearer HMRC error messages

  • improved HMRC error responses are now translated into plain, readable messages.
29 June 2026

Self Assessment deadline reminders

  • added Added optional email reminders for upcoming Self Assessment deadlines.
9 June 2026

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.
8 June 2026

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.
6 June 2026

Self Assessment quarterly update improvements

  • added You can now import figures from a spreadsheet when submitting a Self Assessment quarterly update.
5 June 2026

Self Assessment spreadsheet templates

  • added Added downloadable spreadsheet templates for Self Assessment quarterly updates, available from a new Files page.
22 May 2026

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.
14 May 2026

Company switcher shows VAT and NI numbers

  • added Your VAT and National Insurance numbers are now shown when switching between companies.
4 April 2026

Self Assessment submission notifications

  • added You'll now receive a notification when your Self Assessment quarterly update is successfully submitted.
3 April 2026

Cash basis and accrual accounting support

  • added Self Assessment now supports both cash basis and accrual accounting, with in-app guidance for each.
31 March 2026

Self Assessment deadline fix

  • fixed Fixed a bug that showed an incorrect deadline for some Self Assessment quarterly update obligations.
14 March 2026

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.
24 January 2026

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.
11 December 2025

More reliable invoice numbering

  • fixed Fixed an issue that could cause invoice numbers to be generated incorrectly.
2 December 2025

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.
23 November 2025

Accounting period settings

  • added Added company accounting period settings, now shown on your company details.
13 October 2025

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.
12 October 2025

More reliable bank transaction imports

  • improved Improved the reliability of bank transaction imports.
11 October 2025

Duplicate transaction detection

  • added Added duplicate transaction detection, with a dedicated page to review and manage duplicates.
29 September 2025

Start plan now includes bank connections

  • added The Start plan now includes bank account connections and related features.
25 September 2025

Renamed Open Banking to Bank account connections

  • changed Renamed "Open Banking" to "Bank account connections" throughout the app.
19 September 2025

Property income quarterly updates

  • added Added support for UK property income quarterly updates under Income Tax (ITSA).
27 August 2025

Detailed Income Tax obligations view

  • added You can now view individual Income Tax (ITSA) obligations in more detail.
19 August 2025

AI-assisted transaction categorisation

  • added Added AI-assisted transaction categorisation, with settings to control how it's used.
21 May 2025

Link transactions to income sources

  • added Transactions can now be linked to a specific income source for Income Tax (ITSA) reporting.
13 May 2025

Accept online payments on invoices

  • added Added the ability to accept online payments directly on your invoices.
28 April 2025

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.
27 April 2025

More precise VAT tax codes

  • added Added specific VAT tax codes so transactions and categories can be assigned more precise VAT treatment.
23 April 2025

VAT rounding fix

  • fixed Fixed a rounding issue affecting VAT calculations.
26 February 2025

Spreadsheet import date fix

  • fixed Fixed spreadsheet imports sometimes misreading dates written in UK format (DD/MM/YYYY).
6 December 2024

More transaction history on new bank connections

  • improved New bank connections now load up to 90 days of transaction history.
18 October 2024

VAT obligation change notifications

  • added You'll now get a notification if a VAT obligation changes while your account syncs with HMRC.
10 October 2024

ODS spreadsheet import support

  • added You can now import transactions from ODS spreadsheet files.
3 September 2024

VAT obligation sync fix

  • fixed Fixed VAT obligations occasionally falling out of sync during automatic updates from HMRC.
26 June 2024

VAT obligation status fix

  • fixed Fixed VAT obligations that were already filed incorrectly showing as outstanding.
15 June 2024

Webhook support

  • added Added webhook support so paid-plan customers can send events to other tools.
7 June 2024

Government Gateway cancellation fix

  • fixed Fixed an error page shown when cancelling your Government Gateway link.
31 May 2024

Corporation Tax calculator

  • added Added a Corporation Tax calculator, including which transactions were used in the calculation.
17 May 2024

VAT return received date

  • added VAT returns now show the date HMRC received them.
14 May 2024

Upcoming tax obligations overview

  • added Added upcoming tax obligations to the tax overview page.
10 April 2024

VAT return breakdown

  • added Added a detailed breakdown of the VAT values and categories used in your VAT return.
7 April 2024

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.
4 April 2020

Submit VAT returns to HMRC

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