Independent UK MTD Advisory

Making Tax Digital, decoded for the people it actually affects.

Practical guidance and hands-on support for sole traders, landlords, small businesses and accountants navigating HMRC's MTD rules — from software setup to quarterly updates.

Editorially reviewed Aligned with HMRC guidance UK-only focus

4.2m+

UK taxpayers affected by MTD

£50k

Threshold from April 2026

Quarterly updates per year

20+

MTD topics, expertly explained

01 · The Basics

What is Making Tax Digital?

Making Tax Digital is HMRC's initiative to require businesses, landlords and self-employed individuals to keep digital tax records and submit updates to HMRC using compatible software. MTD for VAT has been live since 2019. MTD for Income Tax Self Assessment (ITSA) is being phased in from April 2026 for those with qualifying income above £50,000, expanding to £30,000 in 2027 and £20,000 in 2028.

Read the full MTD explainer

02 · Compliance

Who Needs to Comply with Making Tax Digital?

You will need to follow MTD rules if you are:

  • A sole trader (self-employed) with qualifying income above the threshold
  • A landlord with property income above the threshold
  • A VAT-registered business (MTD for VAT already applies)
  • A limited company — MTD for Corporation Tax has been consulted on but has no confirmed start date
Thresholds: £50,000 qualifying income from April 2026 · £30,000 from April 2027 · £20,000 from April 2028
Check if MTD applies to you

03 · Income Tax

MTD for Income Tax Self Assessment

From April 2026, sole traders and landlords with qualifying income over £50,000 must keep digital records and send quarterly updates to HMRC using approved software. The first quarterly update for those joining from April 2026 is due by 7 August 2026. A final declaration at year end replaces the traditional Self Assessment return.

MTD for Income Tax explained

04 · VAT

Making Tax Digital for VAT

MTD for VAT has applied to all VAT-registered businesses since April 2022. If you are VAT-registered, you must already be using compatible software to keep VAT records and file VAT returns through the Making Tax Digital service. If you are not yet compliant, you risk HMRC penalties.

MTD for VAT support

05 · Who We Help

MTD support for every situation.

01

Landlords

Property income from £50,000 falls under MTD from April 2026. We help you choose software, set up digital records and meet every quarterly deadline.

Help for landlords
02

Sole Traders

Self-employed? If your qualifying income exceeds £50,000 you must comply from April 2026. We guide you through every step.

Help for sole traders
03

Small Businesses

Whether you trade as a sole trader or limited company, MTD will affect how you keep records and report to HMRC.

Help for small businesses
04

Accountants

Need extra capacity for MTD client onboarding, bookkeeping cleanup or quarterly update admin? We offer white-label accountant support.

Accountant support

06 · Timeline

Making Tax Digital key dates.

DateRequirement
April 2026MTD for Income Tax — qualifying income over £50,000
April 2027MTD for Income Tax — qualifying income over £30,000
April 2028MTD for Income Tax — qualifying income over £20,000

MTD for VAT already applies to all VAT-registered businesses.

07 · Services

Our Making Tax Digital services.

MTD Setup Package

We check whether MTD applies to you, recommend the right software, set up your digital records, support HMRC registration and prepare your first quarterly update.

See the Setup Package

Monthly MTD Support

Ongoing digital bookkeeping support, quarterly update preparation, expense categorisation, deadline reminders and an accountant handover pack each year.

Monthly support
Most popular

Free MTD Eligibility Check

Answer seven quick questions. We will tell you whether MTD applies, your likely start date and exactly what you need to do next. No cost, no obligation.

Start free check

08 · Software

Making Tax Digital Software Setup

HMRC requires affected taxpayers to use compatible software to keep digital records and submit quarterly updates. We help you choose from HMRC's list of recognised software options, configure it correctly, migrate your existing records and connect it to your HMRC Government Gateway account. We support all major MTD-compatible platforms.

Software setup service

Free · Instant · No obligation

Book a Free MTD Readiness Check

Not sure whether Making Tax Digital applies to you? Answer seven quick questions and receive a personalised summary of your obligations, your start date and your next steps.

09 · FAQ

Frequently Asked Questions