MTD ScopeSources & checks

MTD Companion for iPhone & iPad

Use MTD Companion on iPhone or iPad with a Windows spreadsheet: QR import, supported iOS versions, subscription checks and the separate Mac option.

Can I keep my spreadsheet on Windows?

Yes. The developer describes opening a spreadsheet import link on Windows and scanning its QR code with the iPhone or iPad app. The spreadsheet stays on your computer; the Apple device is the submission route.

  • Check iOS 16.4 or iPadOS 16.4 or later before downloading.
  • For an on-device spreadsheet, the vendor describes template import links or opening an .xlsx file and mapping its cells. Its FAQ says CSV import is not supported.
  • As a practical trial, check that your phone can read the QR code and that imported totals match your spreadsheet before subscribing. Importing figures does not submit them to HMRC.

Selection notes checked 30 October 2026: Spreadsheet import instructions · Device requirements · MTD Companion FAQ · Import links and integrations. Product descriptions, not hands-on tests.

Price snapshot

Free read-only mode; first-year filing subscriptions from £34.99 a year (renewal price not verified)

Free option: Read-only access to HMRC information is free. Sending updates or a final declaration requires a subscription. The developer quotes first-year subscriptions from £34.99 per year; it does not state the renewal price or VAT treatment here. Check your selected plan in the app before buying.

Source extracts from mtd.tax, read on 26 October 2026:
First-year subscriptions start from £34.99 per year.

Read on the vendor’s pricing page or FAQ on 26 October 2026. Prices change and offers end; the vendor's page is the final word. How we check prices.

What it covers for MTD

Self-employmentYes
UK propertyYes
Foreign propertyYes
How you keep recordsIn spreadsheets, sent with bridging
Quarterly updatesYes
Submits your tax returnYes
Standard and calendar update periodsReady now / Ready now
Accountant accessReady now
Also does MTD for VATReady now
HMRC Assist (submission feedback)Ready now
Listed access and operating systemsInstalled app (iOS). Check the provider’s device requirements.

Other parts of your tax return

The product that submits your tax return must cover that whole return, including income outside your business. You can use different products for separate submissions, but each individual submission must go through one product. Confirm this with the provider before choosing.

A job (PAYE income)Ready now
UK savings interestReady now
UK dividendsReady now
State PensionReady now
Private pension incomeReady now
Partnership incomeReady now
Construction Industry Scheme (CIS)Ready now
Capital gainsReady now
Pension contributionsReady now
Gift Aid donationsReady now
Student loan repaymentsReady now
High Income Child Benefit ChargeReady now
Marriage AllowanceReady now
Voluntary Class 2 National InsuranceReady now
Foreign dividendsReady now
Foreign interestReady now

Accessibility support listed with HMRC

  • Sight loss: Not included
  • Hearing loss: Not included
  • Physical difficulties: Not included
  • Cognitive impairments: Not included

Features from HMRC's listing for MTD Companion for iPhone & iPad, captured 24 October 2026. "In development" means the vendor has promised it for the 2026 to 2027 tax return.

Visit MTD Companion for iPhone & iPad (opens in new tab)Back to all software

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