Solution Properties
Solution ID:
260219164402013
Last Modified Date:
Wed Apr 22 08:05:36 UTC 2026
Taxonomy Path:
Case category//How do I...//governmental/legislative compliance
Author:
[email protected]
Set up your Making Tax Digital for Income Tax settings
Description

After you set up MTD for Income Tax, you'll see the settings window in your Connected services menu.

You can view your NI Number and business details, set your update period, check your submission information, and disconnect in this window.

Cause
Resolution

Access the settings window

  1. Log in to Sage 50 as Manager.
  2. Go to Connected services then select MTD for Income tax Settings.

Making Tax Digital for Income Tax Settings window.

 

▼ User details and Business details

This information displays your NI number, trading name, business type and address. These are the details you entered during the set-up process. You can only edit these details with HMRC.

▼ HMRC details 

Update period

This shows the two quarterly Making Tax Digital for Income Tax submission periods you can choose from.

You can change the Update period type between Calendar and Standard before you start submitting your quarterly update to HMRC. 

  • Standard - these align to the tax year, from the 6th of the first month to the 5th of the last month in the quarter
  • Calendar - runs from the first day of the quarter to the last day in the third month

After submitting, you'll see the message 'The update period can't be changed once a quarterly update has been submitted for the tax year.'

Last submission data and correlation ID

The latest date you submitted your MTD information to HMRC. This section also displays the correlation ID of that submission from HMRC.

  1. We recommend you press Copy ID and keep this safe.

Estimate your income tax liability

  1. Press Sign in to your account to log into HMRC online services and see the estimate in your HMRC account.

Disconnect

Use this option to disconnect Making Tax Digital for Income Tax.

 

Steps to duplicate
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