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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 quick walkthrough — from creating your account to your first submission.

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.

The EasyTaxer create-account form — email, first and last name, National Insurance number and password.
Creating your EasyTaxer account.
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.

HMRC's own GOV.UK authorise screen: "Allow your software to connect with HMRC" — you give EasyTaxer permission to view and change your Self Assessment information.
HMRC's own secure authorise screen — you approve the connection, never sharing your password with us.
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.

The EasyTaxer income sources screen — a grid of every income type you can add, from self-employment and UK property to dividends and pensions.
Adding an income source in EasyTaxer.
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.

The EasyTaxer new-transaction dialog — account, date, description, amount, transaction type and receipt attachment — over the transactions list.
Recording income and expenses — type them in or import from a spreadsheet.
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.

A self-employment business in EasyTaxer showing the four quarterly obligations with their deadlines and a Submit button for the quarter that's due.
Your quarterly obligations, ready to submit when each quarter ends.

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