Making Tax Digital (MTD) compliance services
Expert guidance and full support for Making Tax Digital for Income Tax Self Assessment (MTD for ITSA). We help sole traders and landlords meet the new HMRC digital record-keeping and quarterly reporting requirements starting April 2026.
- Complete MTD for ITSA setup and software onboarding
- Quarterly digital updates submitted to HMRC on your behalf
- HMRC-compatible software selection and configuration
- Year-end final declaration preparation and filing
- Ongoing compliance monitoring and deadline management
- Penalty avoidance through proactive submission tracking
Our MTD compliance process
Eligibility assessment
We review your Self Assessment return to determine your qualifying income and which MTD phase applies to you (April 2026, 2027, or 2028).
Software setup
We select and configure HMRC-recognised MTD-compatible software tailored to your business, and migrate your existing records digitally.
Quarterly submissions
Every quarter, we compile your income and expenses and submit cumulative digital updates to HMRC before each deadline.
Final declaration
At year-end we prepare and file your final declaration (replacing the traditional Self Assessment return), due by 31 January.
What you need to get started
- Your latest Self Assessment tax return (to check qualifying income)
- Unique Taxpayer Reference (UTR) and National Insurance number
- Records of all self-employment income and expenses
- Property income records (if applicable)
- Bank statements for business accounts
- Details of any current accounting software you use
Key MTD for ITSA deadlines
MTD for ITSA begins for sole traders and landlords with qualifying income over £50,000
MTD for ITSA extends to those with qualifying income over £30,000
MTD for ITSA extends to those with qualifying income over £20,000 (legislation pending)
Updates due by the 7th of the month following each quarter-end (e.g. Q1 Apr–Jul due 7 August)
Final declaration deadline for the preceding tax year
MTD Implementation Timeline
Phased rollout for Making Tax Digital for ITSA
6 April 2026
Income over £50,000
~780,000 taxpayers
6 April 2027
Income over £30,000
~970,000 additional taxpayers
6 April 2028
Income over £20,000
Legislation pending
Quarterly update deadlines
Deadlines for the 2026-27 tax year (Phase 1)
| Quarter | Period | Deadline |
|---|---|---|
| Q1 | 6 April – 5 July | 7 August |
| Q2 | 6 July – 5 October | 7 November |
| Q3 | 6 October – 5 January | 7 February |
| Q4 | 6 January – 5 April | 7 May |
| Final | Full year declaration | 31 January 2028 |
Understanding Making Tax Digital
Who is affected?
MTD for ITSA applies to sole traders and landlords registered for Self Assessment whose total gross income from self-employment and property exceeds the relevant threshold. It does not currently apply to partnerships or limited companies.
What counts as qualifying income?
Qualifying income is your total gross income (turnover before expenses) from self-employment and property combined. It does not include PAYE employment income, dividends, pensions, or partnership profit shares. HMRC uses your previous year's Self Assessment return to determine eligibility.
What are the quarterly updates?
Every three months, you must submit a light-touch summary of your income and expenses to HMRC through MTD-compatible software. These are cumulative year-to-date figures, not separate quarterly returns. Errors can be corrected in subsequent updates.
What software do I need?
You need HMRC-recognised MTD-compatible software that can keep digital records and submit updates via API. Options include end-to-end packages (Xero, QuickBooks, FreeAgent, Sage) or bridging software that connects your existing spreadsheets to HMRC.
First-year penalty grace period
HMRC has confirmed that penalty points for late quarterly updates will not be applied during the first tax year (2026-27) for those mandated from April 2026. This gives taxpayers time to adjust to the new system.
Can I apply for an exemption?
You may apply for an exemption if age, disability, health conditions, or your location prevent you from using digital tools, or if you are a practising member of a religious society with beliefs incompatible with digital communications.
Based on official HMRC guidance published on GOV.UK (February 2026)
MTD 2026 packages for CIS subcontractors
Choose the right option for your situation - affordable monthly payments, no surprises.
| Package | What's included | Monthly | Year-end fee | Annual total |
|---|---|---|---|---|
| Basic | 4 quarterly MTD updates, digital record-keeping support, basic checks | £95/mo | £225 | £1,365 |
| Standard Popular | Everything in Basic + extended support, additional checks, standard CIS client | £109/mo | £250 | £1,558 |
| Premium | Everything in Standard + priority support, more adjustments, complex cases | £129/mo | £275 | £1,823 |
| Complex | For difficult cases, missing documents, cleanup, high workload | £149/mo | £325 | £2,113 |
| Package | What's included | Monthly | Annual total |
|---|---|---|---|
| Basic All Inclusive | Quarterly updates, MTD support, annual finalisation, final declaration included | £109/mo | £1,308 |
| Standard All Inclusive Recommended | Recommended package for most CIS subcontractors | £129/mo | £1,548 |
| Premium All Inclusive | Extended support, additional adjustments, priority | £149/mo | £1,788 |
| Complex All Inclusive | For complex situations and high volume | £169/mo | £2,028 |
We'll discuss your situation and recommend the right package - no obligation.
MTD 2026 packages for Uber drivers
Dedicated packages based on your annual income - clear pricing, no complications.
| Income bracket | Monthly | Year-end fee | Annual total |
|---|---|---|---|
| £50k - £60k | £109/mo | £250 | £1,558 |
| £60k - £70k Most common | £129/mo | £295 | £1,843 |
| £70k - £80k | £149/mo | £325 | £2,113 |
| Income bracket | Monthly | Annual total |
|---|---|---|
| £50k - £60k | £129/mo | £1,548 |
| £60k - £70k Most common | £149/mo | £1,788 |
| £70k - £80k | £169/mo | £2,028 |
We'll help you choose the right package for your income - no obligation.
Frequently asked questions
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