MAKING TAX DIGITAL, MADE MANAGEABLE
Clear guidance. Digital records. Support throughout the year.
We help sole traders and landlords manage Making Tax Digital, from setting up digital records to submitting quarterly updates and completing the annual tax return. With offices in Sussex and Surrey, we support clients across the UK with clear advice and practical, year-round support.
Personal support · Clear fees agreed upfront · UK-wide service
We review your income and start date, and check whether an exemption may apply.
We help you choose compatible software and build a simple routine for sharing income and expenses.
We review your records and send the agreed updates to HMRC, with clear deadlines for your information.
We bring the year together, review adjustments and other income, and prepare your annual tax return.
The rollout depends on your qualifying self-employment and property income. These are the main starting points, subject to exemptions.
Qualifying income over £50,000 in the 2024/25 tax year.
Already affected? We can review your setup and any outstanding work.
Qualifying income over £30,000 in the 2025/26 tax year.
Prepare ahead so your records are ready for your first MTD year.
Qualifying income over £20,000 in the 2026/27 tax year.
Start with a clear plan that fits your business or rental portfolio.
Keep your own digital records with our guidance, or let us take care of the bookkeeping as well. We agree who does what, when we need your information and what the service costs. You do not need to become a software expert.
MTD for Income Tax changes how eligible sole traders and landlords keep records and report to HMRC.
Here are the key points, explained simply, so you know what changes and what stays familiar.
Sole traders · Freelancers · Landlords
The threshold generally uses combined self-employment and property income before expenses, rather than your profit.
Salary, dividends and pensions do not count towards the threshold. Your qualifying business and rental income is added together.
Income and expenses need digital records. We help you choose a practical software setup and keep it organised.
Updates are due by 7 August, 7 November, 7 February and 7 May. Each update reports the tax year to date.
You still submit an annual tax return through compatible software, normally by 31 January after the tax year ends.
Quarterly updates do not introduce quarterly tax payments. Your usual Self Assessment payment dates still apply.
Reviewed October 2026. See HMRC’s eligibility guidance and quarterly update deadlines. We check how the rules apply to your circumstances.
It is HMRC’s system for keeping digital business and property records, sending quarterly summaries and submitting an annual tax return through compatible software. It is also known as MTD ITSA.
It is generally based on your total self-employment and property income before expenses. For example, £24,000 of trading income and £12,000 of rental income gives £36,000 of qualifying income. Employment income, dividends and pensions do not count towards this threshold.
No. Quarterly updates are summaries of your business and property income and expenses. You still complete one annual tax return. Normal Self Assessment payment dates continue, including payments on account where applicable.
Yes. We can help with registration and software, review your digital records and submit quarterly updates as part of your agreed service. You provide the information and approvals we need. Bookkeeping and your annual tax return can also be included in your proposal.
Possibly. Spreadsheets need compatible bridging software and the required digital links. We review your current setup and recommend an MTD for Income Tax solution that supports your income sources and annual return.
This Income Tax rollout is for eligible sole traders and landlords. Limited companies are outside it, and HMRC has not yet set a start date for partnerships. An individual partner or company director may still qualify through separate self-employment or rental income.
An exemption may be available where it is not reasonable or practical to use digital tools, for example because of disability or lack of internet access. Some other exemptions also apply. We can review your circumstances and explain the next steps.
Fees depend on your income sources, record keeping and the work you want us to handle. We agree the scope and fees upfront, including whether software, bookkeeping, quarterly updates and your annual tax return are included.
Need wider support? See our bookkeeping services or full range of accountancy services.
Tell us about your business or rental income and how you keep your records. We’ll explain your next steps and the support we can provide.
Sussex: 01903 201940 | Surrey: 01737 847779