Get started with Income Tax (MTD)
Income Tax (MTD) is now available on all Squeegee subscription plans.
To get started:
- Go to Settings > New & Beta Features.
- Turn on Income Tax (MTD).
- Open Finance > Income Tax (MTD) from the side menu.
- Complete the Setup for Income Tax (MTD) process to connect your Squeegee account to HMRC.
Once setup is complete, you will be able to access the submission option.
Having trouble connecting?
A connection error will typically mean that the business has not registered for MTD or that HMRC has not yet fully activated the registration.
Activation can take up to 72 hours. HMRC will send an email when activation is complete. Wait for this email before attempting to connect your account in Squeegee.
Important information
The Squeegee integration is live with HMRC, however, HMRC is currently experiencing technical issues when enabling some MTD accounts.
There are no penalties for missing a quarterly-update deadline during the 2026–2027 tax year. You must still maintain digital records and send all outstanding quarterly updates before you can submit your tax return.
If you need to make a submission before 7th August 2026, use View & Export Figures in Income Tax (MTD) to export your figures from Squeegee and temporarily submit them through alternative MTD-compatible software. Other providers may be affected by the same HMRC-related issues.
New Features 🚀
Work & Planning
- Added Skip Job type to Custom Forms allowing this type to be triggered when recording a job as skipped.
Manage Customers
- Added Expired Card Check to the Stripe section of Payment Risks view which checks for customers with an expired card and allows a message to be generated for these specific customers.
Billing & Quotes
- Added support for accounts based in Australia to use ABN prefix on Quotes.
Finance
- Added UK Statutory Accounts iXBRL report to Financial Reports
- Added Self Assessment Summary report to Financial Reports
- Added an Import option to the Expense Categories view to support bulk upload of data from CSV files. The data mapping tool will assist with imports from custom CSV files.
- Added an Import option to Chart of Accounts to support bulk upload of data from CSV files. The data mapping tool will assist with imports from custom CSV files.
UI & Behaviour
- Added a Quote section to the Advanced Search feature allowing users to filter lists using Quote specific data.
Updates and Improvements 💥
Work & Planning
- Updated the Appointment Card to display related Custom Forms to access with a progress indicator.
- Updated the Appointment Card to display the currently viewed appointment date in the Last / Next date selector section for clarity.
Manage Customers
- Updated Customer list to allow scrolling for customer records that have a large number of tags that exceed normal screen bounds to be able to view them.
- Improved optimisation on Payment Risks screen to return
Messaging
- Updated the Notification Token Date Format setting screen to simplify the view.
- Updated Microsoft email accounts when connecting to Two Way Email to enforce authentication via MS Graph.
Billing & Quotes
- Updated invoices to include text with In Credit or Owed text based on the customers balance where this is included.
Finance
- Income Tax MTD figures can be viewed and exported without an active HMRC connection.
- Improved the text provided when no obligations are due for Income Tax (MTD).
Insights
- Updated the Quote by Date Range report to include the Initial Price column.
- Updated reports to restrict the file name length when this is generated during download.
UI & Behaviour
- Updated the Support Contact form to display operating hours and information on tickets handling once submitted.
- Updated the Rounds screen sort order to handle all cases on Round Names.
- Improved the performance on Planner views when updates are received.
- Improved account owner validation on sign in.
Bug Fixes 🔧
Work & Planning
- Fixed an issue with the spacing of items on the Day Pilot Completed list.
- Fixed an issue preventing overwrite of the inital zero in multi-day job schedule selection screen.
Messaging
- Fixed an issue that caused the Mark All As Read and Menu buttons to overlap on the Inbox view.
- Fixed an issue preventing the annual verification alert number verification action from initiating the first step.
- Fixed an issue preventing the [dateFromNow] token calculating the date from the scheduled date when using scheduled message option.
Billing & Quotes
- Fixed an issue that saved an invoice immediately after removing a line item.
- Fixed an issue that did not save the user assigned to a quoted job when converting a quote to a job.
Finance
- Fixed an issue preventing opening balances for a period from saving correctly.
- Fixed an issue preventing refresh of chart of accounts after journal create/post/reverse activity.
- Fixed an issue preventing today's transactions showing in Chart of Accounts.
- Fixed an issue that caused the Accountant user to see the VAT-setup flow when accessing VAT Returns section.
UI & Behaviour
- Fixed an issue preventing all last payment methods being displayed on customer or job list items.
