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.

Get a fixed quote → See pricing

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.

□

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

□

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

□

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

□

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

£750a year · from

MTD ITSA engagements start at £750 a year, covering the four quarterly updates and the final declaration. Scoped from the number of income sources and whether a Self Assessment return runs alongside. Fixed before any work begins. All figures exclude VAT.

How our pricing works →

RegulatedACCA / CIOT

FocusUK compliance

DeliveryRemote, by design

FeesFixed, up front

BillingNever hourly

Next step

Tell us your income sources and the year they apply from.

A short set of questions about your qualifying income, current software and whether Self Assessment is already in place. We come back with your MTD ITSA position and a fixed price before any work begins.

Get a fixed quote →

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