Connect. Sort. Submit. Exhale.

The first Making Tax Digital quarterly update is due 7 August 2026.

Get it done in minutes with Sage Sole Trader. It’s simple, free, and works on mobile or desktop.

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First MTD deadline? Take a breath.

If MTD’s quarterly update feels like one more thing on an already long list, you're not alone—but you're closer to done than you think. The quarterly update not a full tax return. It’s a summary of your income and expenses since 6 April 2026. And with Sage Sole Trader, the whole thing can take minutes: connect your bank, sort your transactions, and submit to HMRC. Exhale. Job done.

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With Sage, you’ve got it sorted

Born and bred in the UK, Sage has over 40 years’ experience perfecting the tools that help businesses like yours succeed. Two million customers across 26 countries can’t be wrong, and we’ve won over 100 awards for customer support, software innovation, and more. Today Sage leads the field with Sage Ai agents—intelligent automation to save you hours, meaning you can focus on what matters.

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Quarterly updates: Far simpler than they seem

Here's what your quarterly update actually is–and what it isn't.

A simple summary

Just the running totals of your income and expenses–the software adds them up for you.

Not a tax return

No adjustments, no final figures to agree–that all happens at year end, as before.

No payment required

Submitting a quarterly update doesn't trigger a tax bill. Your payment deadlines haven't changed.

Easy to put right

Spot a mistake later? No drama–you can fix it in the next update.

Connect

Getting connected now can save time later. Watch these quick step-by-step videos to connect Sage to HMRC, link your bank account and give your advisor access if you work with one.

Connecting Sage to HMRC (1:09)

This important step means your MTD update reaches HMRC securely. Completing this step early means you can make sure everything goes smoothly when it comes to submission time.

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Connecting a bank feed (1:43)

There are several ways to add your income and expenses, but linking your bank account is a fast, secure way to pull everything in automatically. No manual entry, no missed receipts.

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Connecting an advisor / accountant (2:36)

If you're supported by a bookkeeper or accountant, then connecting them to your Sage account is quick and easy. You can manage or disconnect advisors at any time.

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Sort

See how to categorise your income and expenses in a few taps–the app can do the heavy lifting, and your digital records build themselves.

Categorising transactions (2:31)

Stay organised and get a clearer view of your cashflow. Mark transactions as personal to exclude them from business totals, so they don't affect your quarterly updates or year end figures.

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Autocategorisation (2:29)

To save you time, Sage Copilot will automatically categorise any transactions it recognises. Up to 25 autocategorisations per month included on the Free plan, or upgrade to unlock unlimited.

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Multi actions (1:35)

Update multiple records at once with multi actions. Reduce repetitive work, improve consistency and save time by updating transactions in bulk rather than one by one. Two bulk actions per month in the Free plan, upgrade for more.

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Submit

Watch how to send your quarterly update straight to HMRC from the app–and see exactly what happens when you hit the button.

Submitting your quarterly return (2:11)

Find out how to quickly adjust, verify and submit your update - and what happens next.

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Income Tax Summary Report (SA103s) (1:47)

Use the summary report to help you quickly and accurately complete your tax return.

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One deadline. One app. You've got this with our webinar.

The tools you need for your 7 August quarterly update are there in Sage Sole Trader, ready to go as soon as you sign-up.

Register for our free webinar where one of our experts will walk you through how to get set up before the deadline–from connecting your bank to making your first submission. No pressure, no jargon, just a clear path to done.

Connect your bank in minutes and watch your transactions import automatically.
Sort income and expenses with a few taps and you’ve got MTD-ready digital records, no spreadsheets.
Submit your quarterly update to HMRC directly from the app.
Free for sole traders–simple software with support when you need it.

Don't worry if you can't make the session after you register - we'll send you a link so you can watch it back.

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