Digital Tax Service · Guidance

Making Tax Digital Software Setup

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

Why You Need MTD-Compatible Software

Making Tax Digital does not allow manual record-keeping or direct HMRC portal entry. You must use software that HMRC recognises as MTD-compatible to store digital records and transmit quarterly updates. HMRC maintains a list of recognised software options for both MTD for VAT and MTD for Income Tax.

What MTD Software Setup Includes

Our software setup service covers: selection of the most appropriate MTD-compatible software for your situation, account creation and configuration, connection to your Government Gateway account, import or migration of existing bookkeeping records, chart of accounts setup, and a short training session on day-to-day use.

Spreadsheets and Bridging Software

If you currently use spreadsheets to manage your records, you may be able to continue using them alongside MTD-compatible bridging software that formats and transmits the required data to HMRC. We can assess whether bridging software is right for you and set it up if so.

Can I use spreadsheets for MTD?

Get Your MTD Software Set Up

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