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Getting started

Getting started with EasyTaxer.

From a blank account to your first HMRC submission in five steps. New to Making Tax Digital? Read What is MTD for Income Tax? first.

A walkthrough video is coming soon.

For now, the written steps below take you through everything.

Before you start

Have these to hand — it makes setup quick:

  • Your National Insurance number (NINO).
  • Your HMRC online sign-in (Government Gateway user ID and password).
  • Details of your business or property income.
1

Create your account

Head to the register page and enter your name, email, National Insurance number and a password. You'll confirm your email with a short activation code, and you're in. Setting up is free — you only pay when you make your first HMRC submission.

Screenshot: the EasyTaxer registration form.
2

Connect to HMRC

To submit on your behalf, EasyTaxer needs your permission to talk to HMRC. You'll be taken to HMRC's own secure sign-in page to authorise the connection — you never share your Government Gateway password with us. This takes about a minute. For a full walk-through of the permissions, see Connecting EasyTaxer to HMRC.

Screenshot: the HMRC authorise screen.
3

Add an income source

Tell EasyTaxer what you do — a self-employment business, a rental property, or both. You can add as many income sources as you have. EasyTaxer supports every income type HMRC recognises, so everything lives in one place.

Screenshot: adding an income source.
4

Record income & expenses

Enter your transactions as you go — type them in directly or import them from a spreadsheet. EasyTaxer categorises everything and calculates your estimated tax in real time, so you always know where you stand.

Screenshot: recording income and expenses.
5

Make your first quarterly update

When a quarter ends, EasyTaxer shows you the figures it will send and lets you submit your quarterly update to HMRC with a single confirmation. That's it — you're compliant. For the detail, see How to submit a quarterly update.

Screenshot: submitting a quarterly update.

That's the whole journey

Once you're set up, EasyTaxer keeps track of every deadline and walks you through each submission when it's due.

Create your account