Before Your MTD Start Date — Checklist
- Confirm whether MTD applies to you and from what date.
- Identify all qualifying income sources.
- Decide whether to use full bookkeeping software or bridging software.
- Choose a Government Gateway account and confirm UTR and NI number on file.
Software Setup Checklist
- Pick HMRC-recognised MTD software.
- Configure chart of accounts and tax categories.
- Connect bank feeds where available.
- Migrate or import existing records.
- Authorise the software with HMRC.
Registration Checklist
- Sign up for MTD for Income Tax in your HMRC account.
- Confirm income sources.
- Save HMRC’s confirmation.
- Diary your first quarterly deadline.
First Quarterly Update Checklist
- Reconcile bank accounts to records.
- Categorise all transactions.
- Check totals against your bank statements.
- Submit through software and save confirmation.
Ongoing MTD Compliance Checklist
- Maintain digital records throughout the year.
- Review categorisation monthly.
- Submit each quarterly update on time.
- Prepare for the year-end final declaration that replaces the Self Assessment return.
What to Do If You Have Missed a Step
If you have missed registration, missed a quarterly deadline, or are still using the HMRC portal, contact us for a remediation review.