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MTD VS SELF ASSESSMENT

MTD for Income Tax vs Self Assessment. What's actually changing

Last checked: 9 September 2026 · Source: GOV.UK

MTD for Income Tax replaces how you report self-employment and property income, not how much tax you pay, and not when you pay it. It's a filing-process change wearing a much bigger name, which is part of why it causes more anxiety than it probably should.

Side by side

Self Assessment (before MTD)MTD for Income Tax
How often you reportOnce a yearFour quarterly updates, plus a year-end Final Declaration
How you fileHMRC online portal, or paperHMRC-recognised software only
Record-keepingAny method, digital or notDigital records required throughout the year
Balancing payment31 January31 January, unchanged
Payment on account31 July31 July, unchanged
Personal allowance, reliefsSame rulesSame rules

What actually changes

What doesn't change

Your actual tax bill is calculated the same way, using the same allowances and reliefs you're already familiar with. You still pay by 31 January, plus 31 July payments on account where they apply. MTD is a reporting mechanism. It isn't a new tax, and it doesn't touch your rate or your allowance.

Where the anxiety usually comes from

Most of the worry we hear isn't about the tax rules changing. It's about the four deadlines instead of one, and the fear of losing track of which one is next. That's a calendar problem, not a tax problem, which is exactly the gap this product exists to close.

However you file, the dates you're now working to are already in the calendar.

Further reading, direct from the source