Making Tax Digital:
Everything Managed. Nothing Missed.
MTD compliance for self-employed, landlords, and VAT-registered businesses. Quarterly submissions,
software setup, and annual finalisation — handled by specialists, on a fixed monthly fee.
- Making Tax Digital Ready
- Fixed Monthly Fees
- CIMA Regulated
- Serving UK Clients Nationwide
Eligibility
Does Making Tax Digital Apply to You?
MTD is being introduced in phases. Use the table below to confirm which regime
applies to you and when.
From
Who is affected
Income threshold
Status
April 2026
April 2026
Who is
affected
Self-employed & landlords
Income
threshold
Over £50,000
Status
âš¡ Mandatory now
April 2027
April 2027
Who is
affected
Self-employed & landlords
Income
threshold
Over £30,000
Status
Mandatory from Apr 2027
April 2028
April 2028
Who is
affected
Self-employed & landlords
Income
threshold
Over £20,000
Status
Mandatory from Apr 2028
Since April 2019
Since April 2019
Who is
affected
VAT-registered businesses
Income
threshold
Over £90,000 turnover
Status
Already mandatory
What Changes Under MTD for Income Tax?
The biggest change is frequency. Under self-assessment, you file once a year by 31 January.
Under MTD for ITSA, you make six submissions per year — four quarterly updates, an end-of-
period statement, and a final declaration.
Quarter 1
6 April – 5 July
DEADLINE
7 August
Quarter 2
6 April – 5 October
DEADLINE
7 November
Quarter 3
6 April – 5 January
DEADLINE
7 February
Quarter 4
6 April – 5 April
DEADLINE
7 May
31 January (following tax year)
EOPS
End-of-period statement
Deadline
31 January (following tax year)
Final
Final declaration
Cumulative quarterly updates
Lorem Ipsum
Final declaration replaces SA
Lorem Ipsum
- WHY TDA
Built for the Way You Actually Work
Most accounting firms were designed for an era that no longer exists. We weren’t.
TDA is cloud-native from day one. We work inside the same tools you already use — Xero, QuickBooks, Dext, and more —
so your books are always live, always accessible, and always accurate. No chasing paper. No waiting for year-end. No
surprises.
Before/after
Before MTD vs After MTD
Record-keeping
Manual or annual spreadsheet
Filing frequency
Once a year (31 January)
Software requirement
None required
Tax visibility
Once a year, when the accountant files
Penalties
Single late filing = one penalty
Self assessment
Annual SA return, one deadline
Record-keeping
Manual or annual spreadsheet
Filing frequency
6 submissions per year
Software requirement
HMRC-compatible software mandatory
Tax visibility
Running estimate after each quarter
Penalties
Points-based: 4 missed = £200 penalty
Self assessment
Replaced by final declaration
why tda
Why The Digital Accountants for MTD?
FAQ
Frequently Asked Questions
Everything you need to know about switching to a modern digital accountant.
Six per tax year: four quarterly updates (covering the periods to 5 July, 5 October, 5 January, and 5 April), one end-of-period statement (EOPS), and one final declaration. The final declaration replaces the traditional self-assessment return. It is due by 31 January following the end of the tax year, along with any tax payment owed.
Yes. HMRC requires digital records to be kept and submissions made using MTD-compatible software. Spreadsheets alone are not sufficient, although they can be used alongside bridging software that connects to HMRC. We set up and manage MTD-compatible cloud accounting platforms for all our clients, removing the software complexity entirely.
HMRC uses a points-based penalty system. Each missed quarterly deadline earns one penalty point. Once you reach the threshold, HMRC issues a £200 financial penalty. Further penalties apply if non-compliance continues. Points can be reset after a period of compliant filing. Our service ensures you never miss a deadline and never accumulate points.
Yes, if your total property income exceeds the relevant threshold, which is £50,000 from April 2026, £30,000 from April 2027, and £20,000 from April 2028. If you have both self-employment income and rental income, HMRC combines both sources when assessing whether you meet the threshold. Under MTD for ITSA, you keep digital records of rental income and expenses and submit quarterly updates. We manage this for landlords as part of our MTD service.
Overlap relief applies to sole traders who are transitioning from the traditional self-assessment basis period rules to MTD for ITSA. If you previously had overlap profits from when you first started your business — which were taxed twice due to different accounting year-end dates — you can claim overlap relief during the MTD transition year to offset this double taxation. We calculate and claim overlap relief as part of your MTD setup.
Not as a standalone solution. HMRC requires digital records to be kept and submissions made using MTD-compatible software with unbroken digital links — meaning no manual re-entry of data between systems. Spreadsheets can be used as part of your bookkeeping if they are connected to HMRC via HMRC-approved bridging software. We set up the right solution for your situation.
MTD for VAT applies to VAT-registered businesses and requires digital records and quarterly VAT return submissions via compatible software — this has been mandatory since April 2019. MTD for Income Tax (MTD for ITSA) is the newer regime, applying from April 2026 to self-employed individuals and landlords above the income threshold. Both require compatible software and digital record-keeping, but the submission schedule, thresholds, and filing types differ.
Get Your MTD Compliance
Sorted Today
Approaching the April 2026 threshold for the first time, switching from a practice that isn’t MTD-ready, or
already registered but struggling to keep up? Book a free MTD review and we’ll confirm exactly what applies to
you, set up your software, and handle every submission from here.
- thedigitalaccountants.co.uk
- Fixed monthly fee
- No penalties, ever