Free CRM for accountants & bookkeepersFree for two months (60-day trial) · no per-user fees
Template · Client
MTD for Income Tax Quarterly Request Template (UK, Free)
Prepare for MTD for Income Tax with a structured quarterly data request for your clients.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
An MTD for Income Tax quarterly information request should specify the digital records needed for the three-month period. It must cover all business income and expenses to ensure the quarterly update is accurate. Providing a clear template helps clients transition to digital record-keeping requirements.
Who is this sent to, and when?
- Sent to
- Client
- When to send it
- Following the end of each quarterly period
What should an MTD quarterly request include?
The request must capture all digital records for business income and expenditure for the period.
Under MTD for Income Tax, clients must provide digital records of their transactions. Your request should remind them of these requirements.
- Digital summaries of business income
- Digital records of business expenses
- Bank statements for the period
- Details of any significant equipment purchases
- Notifications of any changes in business activity
When are the MTD for Income Tax deadlines?
MTD for Income Tax is mandatory from 6 April 2026 for qualifying income over £50,000, and £30,000 from April 2027.
Quarterly updates must be submitted following each three-month period. Consistent requests ensure you have the data ready for these mandatory filings.
Preview the template
Check the current process on GOV.UK before sending — many requests are now made online.
MTD for Income Tax Quarterly Request Template (UK, Free)
Subject: MTD for Income Tax - Quarterly Information Request [Period Ending Date]
Dear [Client Name],
As part of the Making Tax Digital (MTD) for Income Tax requirements, we now need to prepare your quarterly update for the period ending [Date].
To ensure we can process your digital records and submit the update to HMRC on time, please provide the following information by [Date]:
Digital
Preview shows the opening and key sections. The full editable file is free to download below.
See it working with your own clients
A 30-minute walkthrough using your services, deadlines and templates.
Send this from Remindoo
Save it once in Remindoo and send it from there. Store the wording as an email template, then use tokens so client names, company numbers and dates fill in automatically. Send it to one client or to a filtered group with bulk client emails. For requests that repeat, pair it with automated reminders and a recurring task so it goes out every period without anyone remembering.
Email templates
Standard client messages ready to send.
See featureTokens for emails and tasks
Merge client data into repeatable messages.
See featureAutomated reminders
Timely prompts before work becomes urgent.
See featureRecurring tasks
Repeat work is created automatically on schedule.
See featureClient portal and document sharing
Share requests and documents securely, not by email.
See featureWhat are the common mistakes?
- Not requesting digital records
- Leaving requests until the last minute
- Failing to check for missing periods
- Ignoring non-business income streams
- Not explaining the MTD requirement clearly
“Automated reminders and task templates save countless hours each week.”
Frequently asked questions
When does MTD for Income Tax start?
It is mandatory from 6 April 2026 for those with qualifying income over £50,000.
What is the threshold for April 2027?
The threshold reduces to £30,000 from 6 April 2027.
Do clients need digital software?
Yes, they must maintain digital records and use MTD-compatible software or bridging software.
How often are updates required?
Updates must be submitted quarterly to HMRC.
Can I automate these requests?
Yes, use Remindoo’s recurring tasks and email templates to handle the quarterly cycle.
What happens if a deadline is missed?
HMRC may apply penalties for late submissions under the points-based system.
Ready to run a calmer practice?
See Remindoo with your own clients, or start free for 60 days with unlimited users.
Sources
Last updated 23 September 2026. General guidance, not regulatory advice.
Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
