After You Sign Up
After signing up, you will use Calceum to create digital records and send quarterly updates to HMRC.
You’ll also get access to a dedicated support team at HMRC and you can use your HMRC online account to review and update business details.
Before you continue, check you’ve completed all the steps for signing up, including authorising Calceum.
Access your new tax service online
Once you’re signed up, you can access your Making Tax Digital for Income Tax service through your existing HMRC online account.
For sole traders and landlords
Use your Government Gateway user ID and password to sign in to HMRC online services — this is the user ID you use for Self Assessment.
Then select Making Tax Digital for Income Tax.
If you cannot access Making Tax Digital for Income Tax as a service, you can add it manually:
- Sign in to your business tax account
- Select Add a tax to your account to get online access to a tax, duty or scheme
- Select Making Tax Digital for Income Tax
- Answer the security questions
For agents
Once authorised by your client, you can access their Making Tax Digital for Income Tax details from your agent services account.
What you can do in your HMRC online account
Your HMRC online account gives you access to information about your Making Tax Digital for Income Tax service. You can use it to:
- View Self Assessment tax calculations
- View quarterly update periods
- View quarterly update and Self Assessment return due dates
- Check what you owe
- View your Self Assessment and property business details
- Add a new business
- Tell HMRC when an income source stops (ceases)
- Make a payment
- Claim Self Assessment refunds
- Adjust a payment on account
- View the status of your Self Assessment refund request
- Opt out of quarterly updates (all voluntary MTD customers can do this)
For other changes to business details, contact HMRC’s customer support team.
What you can do in the future
You’ll be able to use the service to:
- Set up regular payments (except for agents who cannot set up a client’s direct debit)
- Update business details
- Print Self Assessment tax calculations
- View and appeal a penalty
If you’re an agent, you’ll also be able to submit a Self Assessment return for clients who are not using Making Tax Digital for Income Tax.
Connect Calceum to HMRC
After signing up with HMRC, you need to authorise Calceum to submit updates on your behalf:
- Log in to Calceum
- Go to Settings > HMRC Connection
- Click Connect to HMRC
- You’ll be redirected to HMRC to sign in and grant access
- Once authorised, you’ll return to Calceum ready to start
What to do next
You’re now ready to start creating digital records of your income and expenses in Calceum, and sending quarterly updates to HMRC.