Making Tax Digital (MTD) for Income Tax
Stay Compliant. Stay Prepared. Stay Ahead.
Practical support to help you navigate the move to digital tax reporting.
Making Tax Digital for Income Tax is part of HMRC’s move towards digital tax reporting for individuals with self-employment or property income.
Under these rules, affected businesses and landlords will be required to keep digital records and submit regular updates to HMRC using compatible accounting software.
I support sole traders and small business owners in preparing for Making Tax Digital by helping ensure their systems, records and processes meet HMRC’s requirements.
Who Is Affected by MTD — And When?
MTD for Income Tax will apply to:
Self-employed individuals
Landlords
Based on turnover (before expenses):
From April 2026 – Those with qualifying income over £50,000 (based on 2024/25 tax return)
From April 2027 – Those with qualifying income over £30,000 (based on 2025/26 tax return)
From April 2028 – Those with qualifying income over £20,000 (based on 2026/27 tax return)
If your combined self-employment and property income exceeds these thresholds, you will likely need to comply.
If you’re unsure whether this applies to you, I can help you determine your position.
What I Can Help With
MTD Readiness Check
Helping you understand if and when Making Tax Digital will apply to you, based on your income.
Digital record keeping & software setup
Supporting the move to compatible accounting software — choosing the right option for how your business works, and setting it up properly.
Quarterly submissions to HMRC
Preparing and submitting the required updates every quarter (7 August, 7 November, 7 February and 7 May).
End-of-year reporting
Ensuring your final declaration is completed and submitted by 31 January, in line with HMRC requirements.
Prepare Early — Avoid Last-Minute Pressure
Even if you're not affected yet, preparing early makes the transition much smoother. Setting up compliant software, organising digital records, and understanding the new reporting process takes time — especially if you're used to submitting one annual Self Assessment return.
Getting set up starts from £150–£300 depending on complexity, covering software selection, setup and training. Ongoing quarterly support can then be built into business support, so your records — and your MTD filing — are handled year-round rather than four times a year in a rush.
If you would like to discuss whether Making Tax Digital will affect your business, you are welcome to get in touch.