Making Tax Digital shouldn’t feel overwhelming.
If deadlines, HMRC rules or new software are starting to create pressure, you are not alone. Many businesses are feeling the same.

That’s where we come in.

Our aim is to remove the stress, explain exactly what HMRC expects and set up a simple, reliable system tailored to you.
Clear steps. No jargon. Ongoing support whenever you need it.

Your Straightforward Guide to Making Tax Digital

Jump to FAQs

Get up to speed on Making Tax Digital in just 15 minutes.

Recorded in collaboration with Music Mark, this webinar covers the latest developments and the practical actions organisations should be considering now.

What do you have to do?

• Keep digital records
• Use HMRC-compatible software
• Send quarterly updates
• Complete Final Declaration and End of Period Statement

These steps form part of the new MTD reporting process..

• Choosing the right software
• Setting up your digital record-keeping
• MTD registration and compliance
• Ongoing support and advice

We make MTD simple, so you can focus on your business.

How can we support you?

Who does it apply to?

• Self-employed individuals with qualifying income above the MTD threshold
• Landlords with qualifying property income above the MTD threshold

Not sure if MTD applies to you? Get in touch, and we'll help.

Key deadlines

April 2026 - MTD begins for self-employed and landlords with qualifying income over £50,000

.

Jul-Sep 2026
Quarterly Update 2
Due: 7 Nov 2026

Oct-Dec 2026
Quarterly Update 3
Due: 7 Feb 2027

Apr-Jun 2026
Quarterly Update 1
Due: 7 Aug 2026

31 Jan 2028
Final Declaration & Tax Payment Due for 2026/27

April 2027 - MTD expands to qualifying income over £30,000

MTD extends to self-employed individuals and landlords with qualifying income above £30,000.

Jan-Mar 2027
Quarterly Update 4
Due: 7 May 2027

April 2028 -MTD expands to qualifying over £20,000

Self employed individuals and landlords with qualifying income of £20,000 or more will be brought into MTD

Ongoing Once You're Registered

Quarterly submissions must be submitted every three months through MTD compatible software.

Get help with this

Making Tax Digital: Frequently Asked Questions

  • A. If you keep your records on a spreadsheet, you will need a software to bridge between the spreadsheet and HMRC.

  • A. quarterly updates are essentially summaries of your business income and expenses for the period. They don’t see each line item. They will see total business income, total business expense and separately total property income  and total property expenses. 

    The records are kept within the software.  

  • A. Not necessarily, digital copies are generally accepted and easier to keep these days. But you must keep either paper or digital records of your expenses and sales for at least 5 years after the 31st January submission for the relevant tax year so for example: 

    tax year ending 5 April 2026 the deadline is 31st January 2027 you will need to keep until at least 31st January 2032. 

  • A. If you need to amend or add something you can do this in your digital records, you won’t need to amend the last submission it will just pull through to future submissions. 

  • You stay in MTD unless your income drops for three consecutive years or you cease that self-employment or property business.  

  • A. HMRC say they will not be applying penalty points for the late quarterly updates for the 2026-27 tax year, you will need to send the quarterly updates before you can submit your tax return though.  

    Then going forward it will be on points basis; you will get a penalty point for each late filing once you reach the threshold for these you will get a penalty. 

  • A. No, but you may already use Making Tax Digital for VAT if your VAT registered. 

  • A. Not right away. First, you’ll do one Self Assessment tax return. Then HMRC will check your turnover they will let you know when you need to sign up.