Quarterly updates
Easily submit your income and expenses on a quarterly basis, as required by HMRC. All your digital records are saved and stored securely for compliance.
Tax returns are complicated,
Otis makes them easy.
How Otis works
Our 3-step process makes tax filing easy.
Upload your spreadsheet
No retyping, no manual calculations. Simply upload your income and expenses spreadsheet (Excel or CSV) and we’ll instantly create compliant digital records for you.
Get instant insights
Otis automatically updates your tax position after every upload. See your estimated tax liability at any time, along with a personalised list of your upcoming HMRC obligations.
File with confidence
When it’s time, submit your quarterly updates and final tax return directly to HMRC, (including any extra income like dividends or savings interest) all from the same secure platform.
Making Tax Digital for Income Tax starts April 2026
Get Ready with Otis
Otis is built specifically with MTD in mind, we are fully compliant with all MTD for Income Tax regulations, ensuring your tax filing is accurate and up-to-date. So whether you are a self-employed, sole trader, freelancer or landlord - Otis can help you with all of your making tax digital requirements.
Business summaries
Generate comprehensive summaries of your business income, expenses and allowances for each tax year.
File your tax return
File your final tax return directly through Otis, with all the necessary information pre-populated.
HMRC accreditation pending
What is Making Tax Digital?
Making Tax Digital (MTD) is HMRC's programme to modernise the UK tax system, requiring businesses and individuals to maintain digital records and submit returns using MTD-compatible software for streamlined electronic filing.
When is it being implemented?
April 2019
MTD for VAT became mandatory for all VAT-registered businesses above the threshold
April 2026
MTD for Income Tax applies to sole traders and landlords with qualifying income over £50,000
April 2027
MTD for Income Tax extends to those with qualifying income over £30,000
Future Plans
Government plans to further reduce the threshold to £20,000 for qualifying income
What are the requirements?
To meet Making Tax Digital obligations, you must maintain digital accounting records and submit tax returns using HMRC-recognised MTD-compatible software for all electronic communications with HMRC. So why not use Otis, you can take care of the business and we can take care of the tax.
Frequently Asked Questions about MTD
Ready to simplify your making tax digital returns?
Save hours every quarter
File your forms quickly and efficiently, without the need for professional help.
Remove the guesswork
Clear breakdowns, accurate calculations, and instant insights into your tax position. Keeping you ahead of every HMRC deadline so nothing slips through the cracks.
Stay compliant
Our user-friendly, accessible platform makes tax filing easy for everyone, with every update stored securely, ready for HMRC inspection at any time.