Making Tax Digital & Software.

Making Tax Digital is rewriting how the UK reports tax: digital records, compatible software, quarterly updates. VAT is already in; income tax follows from April 2026 for sole traders and landlords over £50,000, with more behind it. We choose the right software for how you actually work, set it up properly, teach you the ten minutes a week that matter, and file the quarterly updates — so the deadline that panics everyone else changes nothing for you.

Making Tax Digital & Software paper into pixels

01 — Today

Paper, shoeboxes and spreadsheets

Perfectly fine for years — and about to stop being. Making Tax Digital requires records kept digitally as you go, in compatible software.

02 — The move

The right software, set up properly

Chosen for how you work, connected to the bank, receipts captured by photo — and your history carried across, not abandoned.

03 — The rhythm

Quarterly updates, filed for you

Digital records build through the quarter; we review and file the update. Ten minutes a week from you, no April archaeology.

04 — The result

Ready before it's mandatory

When your MTD start date arrives, nothing changes — you've already been living it for a year. That's the whole trick.

What's included

  • MTD readiness review — what applies to you, and from when
  • Software selection and setup — QuickBooks, Xero, Sage or FreeAgent, at partner rates
  • Digital record-keeping built into your routine, not bolted on
  • Quarterly updates and your annual tax return filed for you
  • Bank feeds, receipt capture and invoicing configured properly
  • Training for you and your team — simple, short, and it sticks

Also under this service

MTD for VAT

Already mandatory — digital records and returns, running quietly.

MTD for Income Tax

From April 2026 for qualifying income over £50,000. Digital records, quarterly updates and an annual return.

Software Setup & Training

QuickBooks, Xero, Sage or FreeAgent — set up properly, taught simply.

Receipt Capture & Bank Feeds

Paperwork photographed once, filed forever.

Common questions

When does MTD for Income Tax affect me?

From 6 April 2026 if your combined gross self-employment and property income in 2024/25 was over £50,000. Income over £30,000 in 2025/26 brings you in from April 2027; over £20,000 in 2026/27 brings you in from April 2028, subject to exemptions. These are income-before-expenses tests, not profit tests. Quarterly updates are alongside an annual return. The next update for 2026/27 is due 7 November 2026; no late quarterly-update penalty points apply in this first year.

Do I have to change software?

Not necessarily. If what you use is MTD-compatible and suits the business, we keep it. If it isn't, we move you at partner rates and carry your history across — nothing is lost in the switch.

Talk to Rose