Connect your software to HMRC for Income Tax

How to connect to HMRC using Making Tax Digital (MTD) for Income Tax in Sage Sole Trader.

Once you've enabled Income Tax, you then need to connect Sage Sole Trader to HMRC. This allows Sage authority to interact with HMRC on your behalf. 

Before you start, you'll need your:

• Government Gateway user ID
• Government Gateway password
• National Insurance number

1. Go to Sole Trader.
2. Select Income Tax from the side menu.
3. Select Continue to grant Sage authority to interact with HMRC on your behalf.
4. Follow the HMRC portal steps, which include entering your user ID and password.
5. Enter your National Insurance number to help us locate your business income source, then select Continue.
6. Check your business details are correct, select Change if required.
7. Otherwise, select Confirm to finish the connection.

Once you're connected, you're redirected to the Income Tax summary page.

What's next?

• View your Income Tax summary
• Submit Income Tax quarterly update