Personal Tax – MTD Quarters Q&A 2026 onwards

personal-tax-mtd-quarters-qa-2026-onwards

Personal Tax – MTD Quarters Q&A 2026 onwards

31st March 2026

HMRC MTD is mandatory from 2026 onwards, there are questions raised and we shall add answers here:

Common terms used:

‘Digital Tax Hub’ (‘DTH’) and Making Tax Digital (‘MTD’) – we will use both these terms. At the top of PT, Digital Tax, Digital tax hub, select Trade or property. Once you have retrieved the quarters from HMRC and imported income etc, those details will appear in the ‘DTH /MTD’.

BSAS or ‘Business Summary’, full name: Business Source Adjustable Summary. When you open clients DTH screen, at the bottom there is a summary on what HMRC has received for the quarters.

How to set up MTD and retrieve quarters for my PT clients? Read this KB

Can I access training Videos and Webinars? Please read this KB here on INSIGHTS

How to link my ASA login into PT to retrieve quarters? Please read this KB here

How to get MTD data from AP to show in BT and PT? Please read this KB

How to complete the end of year submission? Please read this KB

Client/Agent is not recognised OR National insurance number is incorrect showing for random clients. The full checklist is here:

• Ensure the National Insurance is entered correctly in the Client > View > Tax tab and note them down
• Verify that the NI number meets HMRC formatting rules (2 letters, 6 digits, 1 letter)
• Delete the national insurance number, save, ok to close
• Change to a random client and load back to the affected client (to refresh the screens)
• Go back and manually enter in the NINO and save (Do not copy and paste it back in)
• Now try MTD again. If same issue and its stopping from working in MTD, then contact HMRC support and speak to a senior agent and explain you have already checked the clients NI code etc, and what else needs to be checked/fixed on the HMRC side.
• 2nd method if you decide to not call HMRC yet- to ‘Delete Tax year data’ which will refresh the clients data, see steps below. 1) Choose the MTD client (if several affected – choose the one client with the least amount of work done)
  2) Load it in PT (if you want a backup made- client/extract/and keep the XFR saved)
  3) Make note of the manual entries made in 2026/2027 or which tax year for MTD
  4) Edit/ choose ‘Delete tax year data’ – say yes (this will not delete any MTD quarters already submitted to HMRC)
  5) Refresh the client – change to random client and load back client
  6) Retrieve the periods again and if needed import any values back into PT/MTD
  7) Now try the MTD steps again

MATCHING RESOURCE NOT FOUND– This is a generic error, it can mean there is a ‘data issue between HMRC and IRIS’ (This can be coming from HMRC and not IRIS) and can also appear on any action involving MTD where you get wrong data/no data/cant complete an required action/just appears but nothing is incorrect/ rejection message- try the steps above for Client/Agent is not recognised

OBLIGATIONS NOT FOUND when retrieve period data Read this KB and can either mean there is a issue from the HMRC side OR ‘HMRC do not have the quarter data in your selected period/tax year’ (Trade is using the specific period entry, Property is using the Tax Year at top of PT) and only need it for the next tax year etc. If you get this warning when your not retrieving period data and your quarters are showing up – this is a data issue between IRIS and HMRC, do ignore it and continue work.

‘Business Summary’ screen or BSAS is incorrect is not showing the correct values and calculation (especially if you have used a 3rd party like Kashflow to submit all 4 quarters). It may need a refresh: Go to left side for MTD and the TAX CALCULATION tab – open it – this may show a error like Calendar type etc in red or other types. Go to the very bottom and click REFRESH – wait for the screen to change. If the values appearing are correct here, close it and go back to ‘Business Summary screen – is that now corrected too, if yes then proceed with your MTD work and submit end of year.

Quarters missing on MTD DTH screens, can only see a few and not all four? Look at the slidebar on the right side – you can scroll around the find the other missing ones OR just drag the screen wider/longer etc. If the screen is at max size and still missing periods then continue reading below this KB.

How to use Import options APPEND and REPLACE? Append = Adds this data on top of what ever data you already have in place. Replace = Deletes all prior data and replaces it with the new data. Append issues: If you import the same CSV again and again, your just adding values repeatedly and values will increase constantly. Replace issues: It removes all data with the new data so be extra careful. Sole trade: You cannot see the breakdown of each income/expense, as it only just shows a total, if there is a error and values incorrect, then recreate one single CSV with all the relevant data for each quarter up to the quarter you need to submit for (eg If a error in Q2, then create a csv with Q1+2 data) and use the REPLACE tool and import this one csv. Property: you can see each row entry- you can delete incorrect rows manually and use APPEND and only import back the relevant Q data. We recommend you test this by creating a CSV with £100 for one of your clients income/rent under Q1. Import it in using append, shows as £100, now import it again using append – it may show as £200 (as you imported it twice)! Now use ‘replace’ and import again – Q1 now shows £100. This mainly helps sole traders because you cannot see the breakdown of quarter values once imported in and you need to use the correct append or replace tool to ensure the quarters are all correct.

Imported CSV/AP data for a TRADE but it wont populate the DTH periods? Open the affected trade period and use the ‘delete’ button at bottom (but not delete the period), so its empty of info – then click ‘retrieve periods’ (and retick Calendar periods if needed) and then check DTH is correct, now import the csv data into PT again – this data should now show in Q DTH. If the data was from AP/BT – in BT click the button ‘refresh PT’, then load PT and manually refresh the PT client so it picks up data – now look at Q again. Also run this check: open the trade period and make sure all the buttons are switched to ‘MANUAL value’ and not ‘HMRC values’ then do the same for expenses tab. Now check MTD/DTH again.

Imported CSV/AP data for a PROPERTY but it wont populate the DTH periods? OR its omitting specific rent/expenses. Load the client and tax year and on leftside of PT – UK OR Foreign property summary. Make sure all the buttons are switched to ‘MANUAL value’ not ‘HMRC values’ then do the same for expenses tab. Now check the MTD/DTH screens, it should show the rent/expenses correctly. Ensure on the CSV that you have assigned each row correctly for the category and correct dates and reimport if needed. If using AP, check the posting category and correct date and refresh the data from AP to BT to PT (KB guide). Do note if you leave the toggles on HMRC values (show ‘0 values’) and have imported data from CSV/AP – these values will still show on top half of property screens BUT will show 0 on the MTD screens.

Cannot manually enter data for property income/expenses? (If client is not required to do MTD quarters in a tax year eg 2026)This lock out of the income/expenses entry is triggered by the MTD registration date entry in PT (Admin/edit tax return dates/ MTD registration date). To unlock the property screens, load the affected tax year eg 2026, remove the MTD reg date, save. At the top of PT: Change year to the next tax year eg 2027, now enter in the MTD reg date, save. This will now only lock out the 2027 tax year entry screens and NOT affect 2026 – you can now enter data again for 2026. Note: Only enter a MTD registration date in the correct Tax Year. For example a date of ’05/04/2026′ should only be entered in the 2027 tax year (and not 2026 tax year – at the very top of TP, find the year selector). If you enter the MTD reg date in the wrong tax year, it may lock out the income/expense boxes for the specific tax year. If HMRC require quarters only for sole trade but not for Property in the same tax year- you can only use the CSV import tool for the affected tax year property.

Cannot submit a Quarter as ‘button is greyed out’? Go to Submissions (on left side) / Previous submissions / it will list every submission sent or rejected – open the relevant row to see the report.

How to edit and send amended quarter data? (after it was Accepted) There are HMRC rules on amending Quarter submissions:
1) You can use the ‘RESET STATUS’ button for each quarter – open the relevant quarter and its at the bottom. If you reset, it reopens the period and thus allows you to resubmit the values with your edits HOWEVER be careful because HMRC have a deadline for each quarter! if you pass this deadline, you cant submit it again and is rejected (There are no auto warnings of deadlines before submitting) AND your visual record in PT MTD will show a quarter not completed even tho HMRC have received it (and you cant manually change this status). If you are unsure of the deadline or you know its passed then do method 2) or 3)

2) You can resubmit just the 4th quarter, just add in any edits/missing values so HMRC gets the Full and complete records for all the combined cumulative quarters (Ensure you take into consideration any values already sent with Q1/2/3). For example: If nothing was sent for Q1/2/3 – you can enter the FULL whole year values in Q4).

3) If you only need to redo Q1 (but deadline is passed etc) and haven’t sent Q2/3/4– just make the amendments in Q2/3/4,eg increase/decrease profits/expenses as required so the total adds up to the correct value at that stage of time.(Ensure you take into consideration any values already sent with Q1/2/3).

4) Use the ‘Make Adjustment’ button which is at the bottom of trade and property screens in PT (where you enter income). It has two conditions to operate as this reopens the Trade/property screen so you can manually enter values (where its normally blocked/greyed out when doing a MTD year):

a) All Quarters must be sent by IRIS PT MTD only and not via 3rd party

b) Must be end of year submission

If you try and use it if you have not met a) and b) then you get this error: IN YEAR CHANGES MUST BE MADE AT SOURCE – THIS OPTION WILL ENABLED AFTER END OF YEAR

If you have already submitted all 4Qs and also submitted the end of year– then open ‘end of year submission’. Then click option: ‘Need to make Post finalisation amendments?’ say YES. Now make any edits in ‘Quarter 4’ with the UPDATED COMPELTED VALUES and use reset status/finalise and submit it. Also if you made edits to capital allowances – we recommend you also open the ‘adjustment/allowances’ row- use the reset status/finalise and submit. This ensures HMRC receives all edits in the Quarter and allowances as well – now check the Business summary/BSAS is now corrected. If all are updated go to ‘End of Year submission’ and submit the end of year again.

IRIS Developers are looking to add a new ‘adjustment’ button on the upcoming version 26.2 to allow edits instead of using the ‘reset status’ a period or using the 4th quarter

Submission Rejection with ‘foreign property’ PROPERTY ID – Please ensure you are on IRIS version 26.2.0.496 and you open the specific property in the PT screens (Not on the MTD screens) at the very bottom, there is a ‘ADD WITH HMRC’ button, click this, (ignore any warning pop ups) and follow the steps and click ‘add with HMRC’ and now submit the quarter again.

‘Unmatched record’ – and lists trades names: This pop up cannot be forced to show/or stopped from showing: It will list the trade name at the top of the pop up and required for you to check if its matches. Highlight the relevant row and click ‘OK’ if its matches (You may have multiple trades etc and it may even show if only one trade exists). If you are unsure, then cancel and then contact HMRC because they may have a different name for the trade on their side. If you have identical trade name appearing – stop and check what names you have created for the clients (read the next guide below)

If i have multiple trades like 2+ for a client? Stop and read this guide: Ensure each TRADE created has a unique name (not the ‘ID name’) – do not use the identical names several times like JOHNS SHOP and another called JOHNS SHOP because when you try and link the client to MTD; it will ask to match the trade names from what HMRC hold, but you cant tell which is which, as you used JOHNS SHOP several times. Click the button ‘details’ and look up the address on your ASA account, look up client UTR and find the trade address. Ensure you match the trade named correctly based on the address . If you incorrectly match the trade names; the data fed to HMRC will go to the wrong trade or start overwriting the HMRC data between the several trades. If you get this issue: Delete the affected PERIOD in TPV screens for the affected trades and then add them back in and click retrieve periods, it will then ask to rematch the trade name data (if the data is from AP, this will need to be deleted and you need to start again the AP data for the period)

‘Column(s) Missing’ when import? Warning when importing a file for income/expenses. First check the file you want to import – it has to be ‘CSV type’ and not EXCEL as that cant be imported in. So use option ‘save as’ and choose the ‘CSV comma delimited’ from the list of option. If it is already a CSV type, open it and ensure the columns are completed correctly and no new columns are added etc.

‘Match IRIS records’ like employment / bank account details for other types of income which isn’t Trade/Property? – This is a HMRC designed MTD, users will need to match information like bank details coming from HMRC to avoid duplicating records. HMRC would have collated this information from other submissions, such as RTI for payroll and CGT etc. This will be the case for Employment, Benefits, Capital Gains, Interest etc. You will need to match the records as there is no way around it.

What should we see on my ASA accounts when looking at MTD client for Trade/UK prop/Foreign prop? Log into the HMRC site using your ASA, find the MTD section, open it up and look for lookup clients already registered/setup(last option). It will ask for their UTR, it will load it up and click the expected/deadline periods option: It should show ALL the upcoming quarters and then the type of business next to each period (eg trade/ukp/foreignp). So below images has one showing only trade+Ukp and the other has ukp+Foreignp. if you note one of the types of income is missing – contact HMRC support to enquire.

5th row: Adjustments and Allowances section, states ‘Display purposes only entries will not be submitted’ (This is the 5th section below the four quarters). This screen cannot be edited in DTH, this is by design as It is finalised and submitted like the other quarters but is an annual submission for the entire year. We recommend you only complete and submit this closer to the end of year (eg when completing the 4th quarter) because if you wish to make edits, you need to reset and submit again.

5th row: The listed total income/expenses values are for information purposes only. Editing cannot be done on this 5th row. If you need to make manual adjustments to just the income/expenses – read the rules on ‘How to edit/send amended quarter data?’ and choose the option you want to use to edit the income/expenses etc.

5th row: How to edit ‘capital allowances or annual adjustments’? This is not to be done in MTD but is a manual entry in PT. If a sole trade, go to trade, profession and vocation screens, open the relevant period, open the tab ‘Adjustments, losses etc’ OR ‘Capital Allowances’ make edits here. If a Property, open the relevant one and make an ‘expense’ entry and enter it under ‘Capital allowances’ type and a value, save. This may now show as a value in the ‘Adjustment’ 5th row screen and will taken into the Tax calculation.

IRIS Excel/CSV import template and when you manually select IRIS categories when importing csv file into personal tax for a self employment business, what is this category meant to be used for “Any other tax deducted from trading income”? what is this linked to?

Answer: It captures any tax that’s already been deducted at source from your self-employed trading income, that isn’t Construction Industry Scheme (CIS) deductions (CIS has its own separate box). You then get credit for this tax against your total Self Assessment bill, so you’re not taxed on it twice.
Common examples:
a) Tax deducted under statutory deduction schemes for certain types of trading income
b) Tax withheld by a client or payer in specific industries where deduction-at-source arrangements apply (outside of CIS)
c) Foreign tax deducted from trading income in some cases (though this sometimes has its own separate treatment depending on the return)

CIS deductions values where to enter in MTD etc? – HMRC doesn’t require PT users to send CIS Deductions with any of the 4 Quarters. Do not import this data using CSV or type it in. Open the sole trade period/Adjustments and losses tab/ at very bottom the CIS deductions box/ Do not manually fill this in and instead use the ‘Update HMRC data’ button – this should populate if HMRC has the data and then at top of the screen tick ‘HMRC values’ (not Manual values) and it will pick this up. If incorrect/missing then contact HMRC support as this data comes from them. If HMRC has the data correctly on their side then it will return it in the tax calcs. KB also explains this

IBrowser instance is null. If you get this error then change ‘Tax year’ (eg if it was on 2027, change to 2026 or vice versa) and go to Period Settings, use the retrieve periods button again. If you keep getting this for all years then deactivate any antivirus/any other security mechanisms installed and try again.

End of year ‘Property Income Allowance has been claimed and no further expense can be claimed’. If you have used a 3rd party tool to submit the Qs periods and need to claim the £1000 property allowance – you cannot make ANY expense claims using 3rd party and then try make this allowance claim in PT/MTD, you will get this warning below. If you have the option in 3rd party to make the property allowance claim then make it there and resubmit to HMRC and remove the claim in PT. If you have no option in 3rd party for this claim, then remove all 3rd party expenses and resubmit the 3rd party Q again and now make the allowance claim in PT which should feed into MTD.

If a client falls under the income threshold (eg below £20K)? Once mandated by HMRC, a taxpayer remains in MTD for a minimum of three years even if the qualifying income falls below the respective threshold, unless they terminate the self employment and inform HMRC via the software. They may still be required to send rental figures via MTD if they had both. The clients should however consult HMRC guidance first.

The Quarters are missing in DTH when they appeared before. When in MTD DTH screen you could see the 4 quarters but when i exit and went back into MTD, the 4Qs are missing (just shows the 5th adjustment row, see below). This is a random refreshing issue – just open the Relevant period/Or property section – go to ‘Period Settings’ tab and click ‘Retrieve periods’ – it should say completed and now reopen MTD DTH, the 4Qs should show again.

Foreign property rejection when submitting? Update to IRIS version 26.2.0.496 first and then open the foreign property in the PT screens and click ‘ADD WITH HMRC’ and follow the steps below and resubmit the quarter again. HMRC do not have this property listed on their side and thus causes the rejection.

Multiple properties – How to import rent/expenses etc per property? You will need to assign all entries to one of the multiple properties – on the IMPORT screens once you have downloaded the CSV file, click on the header “Property” and you will see the list of all the properties saved in PT. 1) You can either decide to manually assign each row to which property one by one OR 2) Only create the CSV for one specific property when you use the import tool: at the top of import screen(See image below with red box) so it assign all rows to a specific property. Also when you do the 2nd/3rd etc properties then use the import tool option APPEND which adds in new entries and not replace them.

Does IRIS offer any non-bridging software? Answer: We have an IRIS Kashflow/Cashbook solution (Cashbook is free to our IAS Tax users dependent on license limits)

Sent Quarter data to HMRC using 3rd party eg XERO/SAGE/KASHFLOW, how to show this data in PT? (if not importing the data from AP to PT or CSV imports)Load the MTD client in PT, select relevant Sole trade period – at bottom click ‘Update HMRC values’ now toggle between Manual value and then HMRC values- it should show the data here. If Property – go to ‘UK Other property summary’, at bottom click ‘Update HMRC values’ now toggle between Manual value and then HMRC values. Now run the Tax comp etc. if it still dosnt show – do a client refresh and toggle again and recheck the comp.

HMRC ‘MFA’ login – how it affects PT MTD? The 2026 onwards HMRC MFA (multi-factor authentication) rules will not affect PT MTD, it only applies if users login to the HMRC website directly (and not via PT).

The training videos imply that data could be manually input into excel and converted to a CSV for upload. Is this deemed to be digital? Answer: HMRC does in fact accept excels as digital record keeping and IRIS has functionality to consume transactional data electronically which passes digital link rules and so yes this is acceptable

Why are the MTD periods showing incorrectly (eg 6 April 2025 to 5 January 2026)? This is a HMRC decision: When the user retrieves period data from HMRC, the period returned is based on HMRC’s cumulative reporting structure, NOT the full tax year. HMRC does not return data up to the end of the tax year (5 April) unless the taxpayer is already in that period. Instead, HMRC returns: Start date: the start of the tax year (always 6 April), and End date: the end of the current quarterly update period that the taxpayer is currently in. This means the end date changes depending on when the retrieval is performed: So if a retrieval is triggered today 19 November 2025, HMRC considers the user to be in Quarter 3, so the cumulative period it returns is 6 April 2025 to 5 January 2026, once the date passes 5 January 2026, the same retrieval will return 6 April 2025 to 5 April 2026 because the client will then be in Quarter 4, which is the final cumulative period of the year.

What are the ‘Status types’ for each quarter in DTH? 1. Awaiting Action, 2. In Progress, 3. Approved, 4. Rejected. If you use the ‘Reset Status’ option for a specific quarter it will change the status to ‘Awaiting Action’. You cannot manually change this status.

Reasons why submission was REJECTED: If the status says ‘REJECTED’ then go to Submissions (on left side) / Previous submissions / it will list every submission sent or rejected – open the relevant row to see the report

Rejection for end of year submission – ‘One or more employments have no directorship declaration submitted‘. Defect to be fixed in later IRIS version(Date TBC)

Rejection ‘Cannot move backwards/cannot be earlier then existing submission’– This means the specific quarter you tried to submit has passed the HMRC deadline, this quarter cannot be submitted by PT MTD. If HMRC has already received this quarter submission from a earlier time then keep a note/record to state the PT MTD quarter row has been accepted but it cant be updated on the DTH screens. If the specific quarter needed to be sent as HMRC never received it/or was never sent, then go to the 4th quarter and add in the missing values as one combined value and submit it, so HMRC will receive the correct total.

Why it shows the same values on all quarters and Reporting types of the quarters? In specific reports it will list the per quarters values as a cumulative total which include any prior quarters. This is by HMRC design. For example Quarter 1 income is £1000, Q2 income is £500, Q3 is £0 and Q4 is £0. When you run certain reports which lists the 4 quarters it may a £1500 per quarter, rather then £1000 for 1st and £500 for 2nd and if you only enter for Q1- this value will appear on Q2/3/4 as well. Only specific reports will use the cumulative totals.

Get ‘Business ID is blank’ when open a period or retrieve periods – this means when PT is linking your ASA login with HMRC, they cannot find the trade or property. When clicking ‘Retrieve periods’. Click on the button from the ‘Period Settings’ screen, you would have to select the correct business from the “Unmatched record screen” and Click OK. This will match the trade with your client and HMRC MTD. if that doesn’t work then 1) Check the clients NI code and ensure it matches the one saved from the HMRC side and then ensure the Client exists as MTD registered in your ASA account. 2) If the Sole trade is saved under the type ‘Partnership’ then its because HMRC is comparing the type, so they do not match and you get the error – read this KB. 3) Reset your ASA login under Authorised agents and log in again (Do not use the option ‘Agent services account sign up). 4) Ensure you have created the next trade period and also loaded the next tax year and try again under the next period/new year.

Error FORMAT VALUE the value must be between -9999etc and 999etc. Path Period expenses: (A specific expense is mentioned here). This is a known defect linked to the Excel file/MTD issue and fixed with the latest IRIS update.

‘FHL’ Furnished Holiday let type Property income/expenses omitted from the MTD screens? The ‘FHL’ property type is not a valid property type from 25-26 onwards anymore. As HMRC does not accept FHL MTD submissions the screens have not been built to support it which is why its omitted in MTD.
If you open the UK property on left side in PT and open that 1 property – you get a automated warning mentioning FHL types
You can change the property type to another type in PT and the data should come through in MTD.

Property expenses are correct on Property screen but in MTD DTH looks incorrect for a Quarter. Its by design, the reason why property expenses look different in MTD is because PT has to auto ‘group’ certain expenses together into 6 specific types, these types are used in DTH See this KB (You can see the DTH totals add up the expenses total). Also why a loan type 16/17 etc wont show in Q1/2/3 and only shows in Q4, this is a visual error and we are looking to fix this so the loan 17 will show in Q1/2/3 as expected. To be fixed in Early August 2026 v26.2 (date TBC).

Property Residential loans type 16/17 values incorrect on Tax comp/Residential relief comp and it only appears in MTD Quarter 4: The IRIS Development team is investigating both two issues. NOTE: When running MTD for a client – you effectively do not need to run the PT tax comp/residential relief comps, as MTD report picks up the information (see the Q4 matter below) and you only need to submit via MTD. If you do need to print the affected comps (So show the breakdown of information), then go to Administration | Edit Tax Return Dates- remove the ‘MTD registration date’, save it, and now run the reports (you may need to delete the loans and type them back in if they are still incorrect) then the PT comps will show the correct value, then add back in the ‘MTD registration date’ so MTD is now working again. Why loans only show in Quarter 4 and omitted from Q1/2/3? – This is a visual error and HMRC will still receive the correct data if you submit now. We plan to fix both issues in later IRIS versions to show the loans in the correct quarters and allow PT to show the correct data on the comps.

Property ‘Calendar periods’ For Example: 1st April to 30 June, 1 July to 30 Sept, 1 Oct to 31 Dec, 1 Jan to 31 Mar. No this is not yet available in PT MTD. IRIS Development team have checked with HMRC and they confirm the Calendar accounting period information is not yet collected for property businesses (This may change in future).

Sole Trader ‘Calendar periods‘ – You can tick the greyed out box only if the account period end date is ’31/03/YYYY’, now click Retrieve Periods again and it may then retrieve periods ending in calendar quarters AND ONLY IF HMRC send them back that way (so if dates do not change then HMRC may not have those dates on their side). Also as soon as the 1st Quarter shows as ‘fulfilled’, you cant tick/untick it anymore. There is also a time delay when clicking ‘Calendar dates’ if nothing happens: wait a few minutes and refresh the client – now untick and tick it again and it should update correctly (or just try later)

If DTH screens have not changed with the new calendar dates: Click ‘retrieve periods’ again and then check DTH. If that doesn’t work, open the affected trade period and delete the entered income/expense etc data (but not delete the period), so its empty of info. Exit the period and reopen it – then click ‘retrieve periods’ again (and retick Calendar dates) and then check DTH which should be corrected, now import the data into PT again. If the data comes from AP/BT, then load BT and click refresh PT, and reload the PT client again. If that doesn’t work – delete the affected period in PT (Note: if the data comes from AP, it will also delete the data from AP, so make sure you keep details of the entry as you need to recreate it in AP again) and add back in the period and retrieve period.

Error: ‘Rule start date not aligned ‘ = its usually involving calendar dates and to apply the fix from above: If DTH screens have not changed with the new calendar dates:

The MTD registration date is now linked to the tick box ‘Traditional rather then cash basis’. If you have a MTD reg date saved and you match your sole trade and get the quarters to show – the tick box ‘Traditional rather then cash basis’ can be ticked/saved (open the period/ business details tab). If you have a MTD date and not matched/no quarters show – you cannot save this tick box as its required by HMRC due to MTD rules.

When importing a CSV file for the Quarters get a error? Review the original excel/csv – its because it may have a empty 2nd row at the very top below the headers (the empty space is in yellow) – just make sure that top space is filled in (eg move everything up one row) and that stops the error as its warning you theres a empty row etc

It should look like this

‘Resource Forbidden and mentions a non trade/property income and API?’ These can be ignored as they do not stop you from doing work on the trade/ property quarter periods. These may appear against capital gains, interest or even retrieving quarter data etc. Our Development team are also reviewing these pop ups and will update this KB once we have further news.

Cannot get the HMRC login screen to show on a PT client? You need to signin with your ASA but the HMRC screen wont show

1. Ensure the PT client you are on has data entered for the tax year – eg usually Sole trade/property entries. If there is no data at all the HMRC pop will never show.
2. If there is data but the popup wont show, then read this KB here as it can be environmental etc

What does ‘Agent is responsible for MTD obligation’ tick box do? It is currently only used for information and doesn’t restrict/limit usage to the client or user.

Why it shows income data even tho there is no data imported? (in the DTH screen on the bottom middle) Answer: This is what HMRC have received in the prior/past for the quarters, as they keep a record on what was submitted even when it has deleted it from PT.

Get Error: ‘SERVER ERROR’. This is normally caused by HMRC doing maintenance and work on their servers which may stop the processing of MTD retrieval and submissions for all clients etc. This may also happen if their servers have technical issue. Check with HMRC support.

Get Error: ‘RULE INCORRECT EMPTY BODY SUBMITTED’. If you are trying to submit ‘Any other income’ when the error appears saying that this cannot be matched. This is planned to be fixed in the Early August 2026 IRIS version (date TBC).

Used other software like Kashflow/XERO to submit the quarters and are all accepted but the DTH screens top right and left side say the 4 quarters are still ‘In progress/awaiting action’ etc – why? Look at the bottom right of the DTH screen (see image below) showing the quarters – this is what HMRC has actually received (eg ‘Obligation met’). So you can ignore the rest of the DTH screens as the MTD Development team look to enhance this screen in a future update to help explain this.

Make edits in PT AFTER my quarters are submitted using Kashflow/XERO? You can either make the adjustment via KF/Xero (then retrieve HMRC data in PT) OR you can import data via a CSV into PT with the the correct cumulative values and proceed to ‘Review & Amend’ for the year end submissions, that will give you the comparative HMRC (KF/xero submitted) versus the IRIS values table to check before finalising and submitting year end.

MTD screens lagging and slow for all pcs/users – Known issue which affects 26.1.10.61 version. Please update to version 26.2.0.