Making Tax Digital
Navigate MTD for Income Tax with Confidence
From the 6th of April 2026, Making Tax Digital for Income Tax becomes mandatory for self-employed individuals and landlords with a combined annual income over £50,000.
If that includes you, we can guide you through every step.
What Is Making Tax Digital for Income Tax?
MTD for ITSA is HMRC’s move to fully digital tax reporting.
Instead of one annual tax return, you’ll need to:
- Keep digital records using MTD-compatible software
- Submit updates every quarter (4 per year)
- File a Tax Return annually
Is This Service Right for You?
We partner with organised, tech-forward professionals who value clarity, control, and a fully digital approach.
(Please note: To maintain our focus, we do not offer services for CIS, retail, or high-transaction cash businesses.)
MTD Support for Professionals
With over 30 years of experience, we understand how professional service businesses operate.
Our clients are organised, proactive, and fully digital — and expect the same from their accountant.
This service is designed to match that standard: precise, paperless, and forward-looking.
We work with leading MTD software including FreeAgent, QuickBooks and Xero, supporting you from initial setup through to ongoing compliance.
How we Can Help
- Initial Support: We can help you to register for MTD ITSA with HMRC
- Software Setup: We can help you choose and set up MTD-compliant software
- Training: We can help you record income and expenses digitally
- Quarterly Filing: We can submit all required updates for you
- Ongoing Support: We'll also be on hand year-round to support you
The Benefits of a Digital-First Approach
- Eliminate the ‘January Panic’: Spread the workload across the year with 5 smaller, manageable filings.
- Gain Real-Time Tax Oversight: Always know your tax position.
- Automate Efficiency: Connect your bank feeds directly to your accounts for daily accuracy.
- Go Paperless with Expenses: Snap a photo of a receipt on your phone – no more manual data entry or lost paper.
- Instant Invoicing: Create and send professional fee notes or quotes the moment a meeting ends.
Typical Investment
Tier | Digital Essentials | Professional Oversight | Executive Support |
Best For | Professionals confident managing their own bookkeeping | Professionals who want accuracy, structure, and peace of mind | Professionals seeking a fully managed, hands-off solution |
Your Role | You maintain all bookkeeping, reconciliations, and records | You manage day-to-day bookkeeping | You provide records, receipts, and key information |
Our Role | Final review of your data and submission of all 5 MTD filings | Data integrity checks, bank reconciliation review, and all 5 MTD filings | Full financial management including oversight of data entry, reconciliations, all filings, and strategic input |
Level of Review | Core compliance checks to ensure accuracy and completeness | Bank reconciliation checks and structured oversight of key figures | Detailed income and expenditure review, audit trail integrity, and best-practice compliance |
Annual Fee | From £600 | From £1,200 | From £1,800 |
Monthly | £50 / month | £100 / month | £150 / month |
Note: Monthly fees cover professional services and filings. Software subscriptions (e.g., FreeAgent/QuickBooks) are billed separately. Ask about free software options via specific business bank accounts.