DTDigital Tax ServiceMaking Tax Digital · Advisory

Digital Tax Service · Guidance

What to do before the MTD deadline

Last reviewed: Next review: Reviewed by the Digital Tax Service editorial team

Your pre-deadline checklist

  1. Set up your HMRC personal tax account and Self Assessment — only you can do this, at gov.uk/personal-tax-account
  2. Confirm MTD applies to you and from what date
  3. Choose HMRC-recognised compatible software (or a spreadsheet plus bridging software)
  4. Register for MTD and authorise your software
  5. Get your records for 6 April – 5 July 2026 into the software, categorised
  6. Review and file your first quarterly update before 7 August

See the 3 steps to file your MTD

Start with the step only you can do

The one task an accountant can’t do for you is setting up your HMRC personal tax account and Self Assessment. Do this first at gov.uk/personal-tax-account — then we can take over the rest.

Running out of time?

If the deadline is close and you’re not set up, don’t panic. Once your personal tax account is in place we can register you for MTD and file your quarterly update quickly. Call 0114 327 1480 or email shjenquiry@msc-g.com.

Last-minute MTD help

Frequently asked questions

Related

Need help with Making Tax Digital?

Ask us anything about MTD, or request that we register or file for you. Call 0114 327 1480 or send a message below.

0114 327 1480 shjadmin@msc-g.com