How Otis Works
Otis takes your existing spreadsheet and handles everything from there — right through to submitting your MTD returns to HMRC.
Create Your Free Account
Sign up and tell us about your income. We'll work out your MTD requirements and get you set up in a few minutes. Whether you're self-employed, a landlord, self-employed and a landlord or something else, we've got you covered.
Let's get started with your taxes
We'll help you figure out your making tax digital requirements.
Do you already know what taxes you need to file?
Upload Your Spreadsheet — We Do the Rest
Easily upload your spreadsheets—our software automatically converts them into HMRC-compliant digital records. Your data is securely stored, searchable, and exportable in both PDF and spreadsheet formats.
| A | B | C | D | E | F | G | |
|---|---|---|---|---|---|---|---|
| 1 | Date | Description | Category | Vendor | Amount | Reference | Details |
| 2 | 2023-05-15 | Printer paper and pens | Office Supplies | Staples | £249.99 | ||
| 3 | 2023-05-16 | Creative Cloud subscription | Software | Adobe | £99.50 | Annual plan | |
| 4 | 2023-05-18 | Travel | Uber | -£120.00 | Receipt available | ||
| 5 | 2023-05-30 | Marketing materials | Marketing | PrintShop | -£180.00 | MKT-2023-05 | Brochures and flyers |
| 6 | 2023-06-01 | Office rent | Utilities | Property Management | -£750.00 | RENT-06-2023 | Monthly office rent |
View Your Converted Digital Records
See your uploaded data transformed into organised, HMRC-compliant digital records. Everything is categorised, searchable, and ready for your tax calculations.
📊2024 Digital Records
| 📅Date | 📝Description | 📁Category | 🏪Vendor | 💰Amount | ℹ️Details |
|---|---|---|---|---|---|
| May 15, 2024 | Printer paper and pens | Office Supplies | Staples | £249.99 | |
| May 16, 2024 | Creative Cloud subscription Annual plan | Software | Adobe | £99.50 | Annual plan |
| May 18, 2024 | Travel | Uber | -£120.00 | 📄 Receipt | |
| May 20, 2024 | Laptop purchase Ref: CAP-EXP-23-001 | Capital Expenses | - | -£300.00 | Ref: CAP-EXP-23-001 Warranty: May 20, 2025 |
| May 22, 2024 | May invoice payment Invoice: INV-548 | Income | Freelance client | £800.00 | Invoice: INV-548 Via: Bank Transfer |
We Categorise Everything — You Just Check It
Our categorisation engine reviews your spreadsheet, tags and organises your transactions automatically. All that’s left to do is quickly check everything looks right.
| Date | Description | Amount | Type | Category | Reference |
|---|---|---|---|---|---|
| 05/01/2024 | Website design project for client | +£1200.00 | Income | Suggestion: Other Income | 1 |
| 08/01/2024 | Freelance consulting session | +£450.00 | Income | Suggestion: Other Income | 2 |
| 12/01/2024 | Commission income from partner site | +£150.00 | Income | 3 | |
| 15/01/2024 | Purchase of materials for client project | £320.00 | Expense | 4 | |
| 18/01/2024 | Payment to subcontractor for graphics | £500.00 | Expense | 5 | |
| 20/01/2024 | Virtual assistant wages | £300.00 | Expense | 6 |
Your Forms, Ready to Review
Our platform pre-fills your MTD-compatible tax forms using your uploaded data. Just answer a few easy, guided questions. Edit anytime and stay compliant effortlessly.
Quarterly Income Period
Most taxpayers must report income and expenses every 3 months under Making Tax Digital for Income Tax.
The standard quarterly periods are:
- 6 April – 5 July
- 6 July – 5 October
- 6 October – 5 January
- 6 January – 5 April
These are fixed unless you've agreed with HMRC to use different dates.
Submit to HMRC in a Few Clicks
Submit your forms returns directly to HMRC in just a few clicks. Get instant confirmation and downloadable proof of submission.
Summary
Income for the period
Expenses for the period
Track Estimated Tax Owed—All Year Long
View real-time estimates of your tax liability throughout the year.
-999.99
Estimated Tax Liability
Estimated Liability
This calculation provides an estimate based on available information and may not reflect your final tax liability.
Quarterly Update
Self Employment
Period: 6 Jul 2025 - 5 Oct 2025
ID: XBIS12345678901
Quarterly Update
Foreign Property
Period: 6 Jul 2025 - 5 Oct 2025
ID: XFIS12345678901
Quarterly Update
UK Property
Period: 6 Jul 2025 - 5 Sept 2025
ID: XPIS12345678901
Access All Past Submissions Anytime
Never lose a return again. Download, view, or recheck any previously filed forms from your secure dashboard whenever you need them.