Digital Tax Service · Guidance

Our Making Tax Digital Service

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

What the MTD Setup Package Includes

Our Making Tax Digital Setup Package is designed for sole traders and landlords who need to comply with MTD for Income Tax Self Assessment. It includes:

  • MTD eligibility and income threshold check
  • Compatible software recommendation and setup
  • Digital record migration or new bookkeeping structure setup
  • HMRC Government Gateway registration for MTD
  • First quarterly update preparation
  • Bookkeeping process training and documentation

Monthly MTD Support

Once you are set up, our monthly support plan keeps you compliant throughout the year. It includes digital bookkeeping support, quarterly update preparation, expense categorisation, HMRC deadline reminders and an annual accountant handover pack.

MTD Support for Accountants

We offer a white-label MTD support service for accountancy firms that need additional capacity. Services include client eligibility checks, software migration, bookkeeping cleanup, quarterly update administration and client education materials.

Accountant white-label support

How to Get Started

Start with our free MTD Eligibility Check. Answer seven questions about your income and tax position and we will confirm whether MTD applies to you, your likely start date and your recommended next steps.

Start your free MTD check

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