Step 1 — Confirm Your MTD Obligations
Use HMRC’s guidance or our eligibility check to confirm whether MTD applies to you and from what date.
Step 2 — Choose Your MTD Software
Pick from HMRC’s list of recognised software based on your business size and complexity.
Step 3 — Set Up Digital Record-Keeping
Migrate existing records into your chosen software and establish a routine for capturing income and expenses digitally from the point of transaction.
Step 4 — Register with HMRC
Complete MTD registration in your HMRC online account, authorising your software at the same time.
Step 5 — Prepare for Your First Quarterly Update
Diary your deadlines, set aside time before each, and run a dry-run of the submission process before the live deadline.
Common Preparation Mistakes
Leaving setup until the last minute, choosing software that doesn’t fit your business, and assuming the HMRC portal can still be used for submissions.
How Digital Tax Service Can Help
From eligibility check to first quarterly update, our service covers every step of MTD preparation.