Making Tax Digital, built into your records from day one.
Digital record-keeping and quarterly submissions structured to Making Tax Digital for Income Tax requirements, so the transition doesn't fall on your senior staff as thresholds phase in.
Quarterly digital reporting, kept current
As the MTD for Income Tax threshold phases down — £50,000 from April 2026, £30,000 from April 2027, £20,000 from April 2028 — more clients need this handled properly.
Digital record-keeping
Income and expenses kept in MTD-compatible software throughout the year, not reconstructed at deadline from a shoebox of receipts.
Quarterly updates
The four quarterly submissions to HMRC prepared and filed on schedule through the agent services account, plus the year-end final declaration.
Qualifying income tracking
Gross self-employment and property income monitored against the phased thresholds, so you know ahead of time which clients are mandated in and when.
Software-agnostic setup
Records structured inside whichever MTD-compatible software your firm and client already use — no new platform imposed.
MTD fails when it's a quarter-end scramble
Digital record-keeping only works if it happens continuously — not reconstructed the week a quarterly deadline lands. Records are kept current throughout, so each submission is a formality, not a fire drill.
Three steps to MTD-ready reporting
Set up once around your client's software, then run quietly every quarter.
Qualifying income checked
Client income is checked against the current MTD threshold to confirm if and when they're mandated in.
Records structured digitally
Income and expense records set up inside the client's existing MTD-compatible software.
Quarterly submissions filed
Each quarterly update and the year-end final declaration filed on schedule, with confirmation reported back to your team.
What is Making Tax Digital for Income Tax?
It's HMRC's new way for sole traders and landlords to report income and expenses — digital records kept throughout the year, with quarterly updates submitted instead of a single annual return.
Who needs to comply with MTD for Income Tax, and when?
Sole traders and landlords with qualifying income above £50,000 must comply from April 2026, above £30,000 from April 2027, and above £20,000 from April 2028 — based on gross self-employment and property income.
What counts as qualifying income for Making Tax Digital?
Qualifying income is gross turnover from self-employment plus gross rental income, before expenses are deducted — it's the threshold test used to decide when a client is mandated into MTD.
What records do I need to keep digitally under MTD?
Individual transaction-level income and expense records, kept in MTD-compatible software rather than a spreadsheet or paper ledger, ready to generate each quarterly update directly from the data.
Not sure which clients MTD applies to yet?
Send us your client list and income bands — we'll map who's mandated in and when, and set the records up ahead of it.
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