Personal Tax- MTD ‘Quarter periods missing’ guide

personal-tax-mtd-quarter-periods-missing-guide

Personal Tax- MTD ‘Quarter periods missing’ guide

9th February 2026

The FULL guide to the KB is linked here, as this is a quick checklist to help new users etc.

a. HMRC step: You need an ‘Agent Services Account’ created via the HMRC website (or we commonly use the term ‘ASA’ login). Your ASA allows the online interaction between your HMRC account and the IRIS PT. This ASA login is NOT the same login as your other HMRC ‘Agent credentials’ (which is used for BT/PT/TT submissions) and is the same as the ASA login used for the VAT filer. IRIS can only advise this ASA be setup, please contact HMRC support if you need help.

b. HMRC step: You need to move your PT clients to your ASA and sign them up for MTD on the HMRC site. If you do not move and register your clients then no quarterly periods will show for your client. Upon completion of your ASA and client setup to MTD, go below for the next steps needed in Personal Tax. IRIS can only advise this move/signup be completed, please contact HMRC support if you need help.

1. IRIS version – Help and About- ensure your on the latest version
2. Check HMRC steps a) and b) are completed: Users must ensure that the affected Client has been registered with HMRC for MTD and then the user has authorised the IRIS software using your HMRC ‘ASA’ credentials before retrieving the obligation periods.
3. Add the next period if a trade: If you are trying to access eg 5th Apr 2025 periods but nothing shows. You need to manually add the next period eg 5th Apr 2026 or 2027 etc into PT – go to the very bottom of TPV, New and add the next period and try again. If nothing shows for the newly added period then again add the next period and check that too. See step 4 below to retrieve the quarters on each periods.
4. If a Trade – Open the relevant period, go to Period Settings and click ‘Retrieve periods from HMRC’ – if they appear here, now check Making Tax digital, click sole trade, click the trade name and the periods should now be listed
5. If a Property – On the leftside of PT, UK Property and UK Other Property summary, go to Period Settings and click ‘Retrieve periods from HMRC’ – if they appear here, now check Making Tax digital, click Property, click the property name and the periods should now be listed

6. If still no periods show Reset your credentials: If your client is correctly registered for MTD and you have used correct ASA login, added the next period and still get the error – please reset your login in PT. Go to Setup/Authorised Agents – your initials will show under a row named ‘SELF ASSESSMENT’, click on it and click ‘reset agent credentials’ and ok to warning. It will be deleted, Ok to exit this screen and go to retrieve the quarter periods, the HMRC screen will show to allow you to login with your ASA. There can be a delay of 24/48hrs for the HMRC side to pick up the login and show the quarters.