The Income Tax Summary report shows an estimate of your tax bill. Use it to review your data before you submit updates to HMRC.
📎NOTE: You need to activate Making Tax Digital (MTD) in your settings before you can access this report.
The Income Tax Summary page includes four panels.
Business details
Tax estimate
Tax year (submission status)
End of year tasks
Run the Income Tax Summary report
Go to Reports, then select Income Tax Summary.
Select Go to Income Tax Summary.
Business details
Shows the business name and update period
Select Manage business details to update the information
Tax estimate
Displays the tax estimate for the current period
Select View breakdown to review the calculation
Tax year (submission status)
Displays submission status and deadlines for each quarter
Status values include:
Fulfilled
Current Quarter
Locked
From this panel, you can:
Select View history to review submitted updates
Select Open Quarterly Update to open and submit the update
End of year tasks
Displays the final declaration deadline and status
📎NOTE: This section remains locked until you submit all quarterly updates.
Connection to HMRC
Displays your connection status at the top of the page
Select the link to view connection details
If your connection isn't active, select the prompt to connect