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Making Tax Digital for Income Tax

MTD. Handled.

Quarterly reporting doesn’t need to mean quarterly stress. We set up your digital records, keep them up to date and send your quarterly updates to HMRC, with an accountant checking every one.

When it starts

Who needs to join, and when.

MTD for Income Tax is coming in stages for sole traders and landlords. When it starts for you depends on your income.

Qualifying income is your gross self-employment income plus gross property income, before expenses, for the tax year shown. Exemptions and individual circumstances can affect whether and when MTD applies. Source: HMRC guidance. Last reviewed .

MTD for Income Tax start dates by qualifying income and tax year
Qualifying incomeIn tax yearMTD applies from
Over £50,0002024/256 April 2026
Over £30,0002025/266 April 2027
Over £20,0002026/276 April 2028

What MTD involves

An annual job becomes a year-round rhythm.

Once MTD applies to you, there are four things to keep on top of through the year.

  • Digital records

    Your income and expenses need to be kept digitally, not on paper.

  • Compatible software

    Your records need to be in software that can send updates to HMRC.

  • Quarterly updates

    A short summary goes to HMRC every three months.

  • Year-end return

    After the tax year ends, your final figures are confirmed with HMRC.

Examples

How the thresholds work in practice.

Example figures, to show how the rules work.

  • A sole trader

    Income in the 2025/26 tax year

    Self-employment income
    £38,000
    Property income
    £0
    Qualifying income
    £38,000

    MTD likely from 6 April 2027

  • A landlord

    Income in the 2026/27 tax year

    Self-employment income
    £0
    Property income
    £26,000
    Qualifying income
    £26,000

    MTD likely from 6 April 2028

  • Someone with both

    Income in the 2024/25 tax year

    Self-employment income
    £14,000
    Property income
    £18,000
    Qualifying income
    £32,000

    Not from 6 April 2026 · checked again on 2025/26 income

Check your date

When could MTD apply to you?

Pop in your income before expenses to see roughly when MTD will start for you.

Mini checker

Will MTD apply to me?

Choose a tax year and enter your income for it to see when MTD may apply.

Tax years run 6 April to 5 April. For 2026/27, use your best estimate.

How we handle it

Digital records, handled for you.

We take care of the setup and the quarterly updates, and your accountant checks everything.

  1. 01

    Connect

    We set up software that works with MTD and link your records, so everything’s digital from day one.

  2. 02

    Automate

    Your records are kept up to date through the year, and we flag anything that doesn’t look right.

  3. 03

    Advise

    Your accountant checks every quarterly update and your year-end figures before anything goes to HMRC.

MTD support is built for sole traders and landlords.

What it costs

MTD, handled for a fixed monthly fee.

Quarterly updates, software and your year-end declaration in one monthly package, with a one-off £75 MTD setup.

  • Sole Trader MTD Managed

    Four quarterly updates, MTD software and your year-end final declaration.

    £69 a month

  • Landlord MTD

    Quarterly property updates for one or two properties, plus your annual return. £12 a month for each property from the third.

    £59 a month

  • Trade + property

    One trade plus one or two properties, with one combined return.

    £89 a month

  • Dental Associate MTD

    Associate scope plus quarterly MTD updates and software.

    £129 a month

  • MTD for Income Tax setup

    One taxpayer. Charged once; ongoing updates are in your MTD package.

    £75

Government fees, such as Companies House fees, are charged at cost. See all pricing

FAQ

MTD questions, answered.

Clear answers before you decide what support is right for you.

What counts as qualifying income?

It’s your self-employment income and your property income added together, before you take off any expenses.

Who decides whether I need to join?

HMRC does, based on the income in your tax returns. Our checker gives you a good idea, but it isn’t tax advice.

Are MTD quarterly updates included in the sole trader package?

Yes, in MTD Managed (£69 a month), which includes four quarterly updates, MTD software and your year-end final declaration (one-off MTD setup £75). Landlords in MTD have Landlord MTD (£59 a month).

Does MTD apply to Corporation Tax?

No. HMRC has said it doesn’t plan to bring in Making Tax Digital for Corporation Tax.

Want us to handle it?

Tell us about your income and records and we’ll recommend the right package.