Digital filing

Making Tax Digital for Income Tax, set up correctly from the start.

From April 2026, sole traders and landlords with qualifying income above £50,000 must keep digital records and submit quarterly updates to HMRC through compatible software. The annual Self Assessment return does not go away — it sits on top.

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Where this goes wrong

MTD ITSA is not just a software change — it changes the filing rhythm entirely

Four quarterly updates, a final declaration and a Self Assessment return. These are the problems we already see in the voluntary phase.

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The threshold is on gross income, not profitExpenses do not reduce qualifying income for the purpose of the MTD ITSA threshold. Turnover is what counts

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Software must connect directly to HMRCSpreadsheets are permitted only with bridging software. A standalone spreadsheet does not meet the obligation

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Quarterly updates are cumulative, not period-onlyEach update reports income and expenses from the start of the tax year, not just the quarter. Corrections compound

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The final declaration replaces Self Assessment — but only partlyInvestment income, capital gains and other non-MTD sources still go through the usual return process alongside it

What’s included

Enrolled, set up and filing on time every quarter

Threshold review

Your qualifying income assessed so you know exactly when MTD ITSA applies and which tax year triggers it.

Software selection and setup

HMRC-compatible software chosen, connected and configured so your records flow correctly from day one.

Quarterly updates

All four submitted on time, reviewed before submission, with cumulative figures checked against your records.

Final declaration

Prepared and filed once the tax year closes, bringing together MTD income and any non-MTD sources.

Transition from Self Assessment

The move managed so the previous return and the first MTD year do not overlap or leave gaps.

Ongoing record-keeping support

Guidance on keeping digital records in the way MTD requires, so quarterly submissions are straightforward rather than a reconstruction.

How it works

Five steps from threshold check to live quarterly filing

We confirm whether and when MTD ITSA applies to you, based on your qualifying income

Software selected, HMRC enrolment completed and your records migrated or set up from scratch

Each quarter your records reviewed, figures agreed and the update submitted before the deadline

Final declaration prepared at year end, including any non-MTD income and adjustments

Filed, with the following quarter already diarised and any threshold changes for the next year noted

Fees

You will know the number before we start

Every engagement is scoped before it is priced. One figure for the year, covering the four quarterly updates and the final declaration, agreed in writing before anything begins. Never hourly, and never a percentage of anything.

What it comes to depends on the number of income sources and whether a Self Assessment return runs alongside. The scoping and the quote are free. All quotes exclude VAT.

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CredentialsACCA regulated · CIOT member

FocusUK compliance

DeliveryRemote, by design

FeesFixed, up front

BillingNever hourly

Related services

Core filingSelf Assessment Gains & disposalsCapital gains reporting MovingResidence & arriving in the UK ← BackAll individuals services

Next Step — Tell us how the business is built

Next step

Tell us how the business is built.

A short set of questions about structure, people and where you trade. We come back with a scope and a fixed price. If we are not the right firm for you, we will say so rather than quote for it.

Start scoping