ReceiptTrack MTD: supported functions and income sources

Quick answer

ReceiptTrack’s current MTD product scope is cash-basis self-employment for individuals, plus supported mapped end-of-year income and personal information. UK property, foreign property, partnership profit, accrual accounting and agent filing are not supported. Live HMRC filing remains subject to production access and release.

The short version: ReceiptTrack is self-employment first

ReceiptTrack supports an individual sole trader using cash basis records for a self-employment business. The customer can find their HMRC business, keep and review income and expense records, work through cumulative quarterly updates, review annual information, complete supported end-of-year sections, request an HMRC calculation and make the Final Declaration when every required gate is satisfied.

The ordinary customer journey supports both standard tax-year quarters, running from 6 April to 5 April, and calendar update periods, running from 1 April to 31 March. ReceiptTrack does not offer accrual accounting as an alternative to cash basis. It is designed for individuals managing their own affairs; an agent filing journey is outside the present customer scope.

UK property and foreign property business submissions are not supported. A customer with either property source should not try to treat it as self-employment income in ReceiptTrack. HMRC says chosen software must support all relevant income sources, and customers can use more than one product only where the products work together and each separate submission is handled by one product.

Additional income and information supported at end of year

Quarterly updates summarise the relevant self-employment business income and expenses. They are not a complete tax return. At the end of the year, other income and personal information may still need to be reported. ReceiptTrack has separate customer sections for Employment, Annual Summary, Losses and Individual Information, followed by one End of Year review. This keeps additional income away from self-employment turnover while still allowing supported information to reach the correct HMRC product family.

The Individual Information journey covers supported mapped fields across employment-related information, dividends, savings, pensions, state benefits, foreign income, other income, capital gains information, charges, reliefs, insurance-policy income and other deductions. CIS deductions and directorship dividends have dedicated ReceiptTrack workflows and reconciliation controls. Support is field-specific: seeing a broad heading does not mean every possible tax circumstance or every HMRC form beneath that heading is supported.

The customer should complete only the sections that match their real situation and resolve every visible warning before Final Declaration. If ReceiptTrack identifies a form that has no approved submission path, it blocks completion rather than silently dropping the answer. That distinction matters: a saved draft is not the same thing as a supported HMRC submission.

What the supported self-employment journey includes

For an in-scope self-employment customer, ReceiptTrack connects the year rather than presenting unrelated API buttons. The customer retrieves their HMRC business details, chooses the supported quarterly basis, prepares cumulative figures from reviewed records and sends each quarterly update through the ordinary signed-in workspace. The customer can also read back the cumulative position HMRC holds for the selected year.

The annual path includes supported self-employment allowances and adjustments, Employment, Individual Information, CIS, Directorship Dividends and the version of Individual Losses applicable to the selected supported tax year. End of Year is a readable review and submission step. ReceiptTrack also prepares the supported Periods of Account, retrieves the current Late Accounting Date Rule election as a protective check, and prevents calculation where an unsupported condition would make the result unsafe.

Final Declaration remains gated. ReceiptTrack requests and retrieves the HMRC calculation, displays the declaration, requires the customer to agree explicitly, and submits only after the supported sections and reconciliation checks are complete. A protective block is not a missing submission hidden from the customer; it is an instruction that the current situation needs to be corrected or completed through another route.

What to do when your income source is not supported

Do not relabel an unsupported source to make it fit. Property income is not self-employment income, and partnership profit should not be entered as ordinary business turnover. That would make the records less reliable and could send information through the wrong HMRC route. Instead, stop before submission and decide how the unsupported source will be handled.

HMRC provides a software finder that asks questions about your circumstances and gives a personalised list of compatible options. Use the finder if you have UK or foreign property, partnership income, accrual accounts, agent requirements or any other feature outside the ReceiptTrack scope. Ask the alternative provider directly whether it supports both the income source and the accounting period you need.

It can be possible to use more than one product, but the products must work together to meet the full MTD obligation. Keep a clear boundary between them: decide which product holds the records, which creates each quarterly submission, which reports other income and which completes the tax return. Never send the same separate submission through two products.

• Open the GOV.UK compatible-software finder and answer for every income source you have.
• Confirm support for your accounting period, tax year and customer type before paying or transferring records.
• Tell your accountant or adviser which parts ReceiptTrack will handle and which parts will use another route.
• Keep evidence of the figures passed between products so the final return can be reconciled.

How to read this scope responsibly

This page describes current implemented product scope and will be updated when ReceiptTrack adds, removes or materially changes a supported customer journey. HMRC APIs, tax rules and production-access conditions can also change. A green Supported label therefore means the function exists in the defined ReceiptTrack journey; it is not a promise that every unusual combination of facts is covered.

Before filing, use the validation and review messages shown for the selected tax year. If a section is marked unsupported, incomplete or blocked, do not assume it will be included later. Resolve it in ReceiptTrack where an action is offered, or use an adviser or another compatible software route where the function is outside scope.

ReceiptTrack will not enable live HMRC filing until production access is granted and the relevant release is ready. Until then, this page helps customers and reviewers understand the intended product boundary. It should not be used as confirmation that ReceiptTrack appears on HMRC’s recognised-software list.

Use the official software finder

HMRC’s software finder provides a personalised list based on income sources and required features. Use it whenever the table above shows a source or setup as not supported, or when your circumstances are more complex than this summary.

Keep the boundary visible

• Use ReceiptTrack only for the supported sources shown in the customer journey.
• Resolve every blocker before End of Year and Final Declaration.
• Do not assume a saved answer was sent unless the workflow confirms submission.
• Recheck software suitability whenever a new income source begins.