HMRC is phasing out manual record-keeping and paper-based returns. Under MTD, businesses must keep digital records and submit updates using “functional compatible software.”
- MTD for VAT:
This is now mandatory for all VAT-registered businesses. You must use digital links to file your returns—manual entry into the HMRC portal is no longer an option. - MTD for Income Tax (ITSA):
This is the next major milestone. Starting April 2026, self-employed individuals and landlords with a qualifying income over £50,000 must comply. This threshold drops to £30,000 in April 2027. - MTD for Corporation Tax:
While the exact timeline is still being finalised by the government, the transition to digital records for limited companies is on the horizon.
MAKE THE CHANGE
We're here to help
Simplify the Switch
What we do
We don’t just point you toward software; we manage the entire migration process for you. Our goal is to make the “digital” part of your business feel effortless.
- Tailored Software Setup: We identify the best cloud platform for your specific needs—whether that is Xero, QuickBooks, or Sage—and handle the initial configuration.
- Seamless Data Migration: We move your existing financial data from spreadsheets or legacy systems into your new digital environment accurately and securely.
- HMRC Agent Authorisation: As your agents, we link your digital accounts directly to HMRC, allowing us to manage your quarterly updates and annual submissions seamlessly.
- Bridging Solutions: For businesses with bespoke systems that cannot be easily moved to the cloud, we provide “bridging software” to ensure you meet HMRC’s digital link requirements.
- Training & Support: We provide personal walkthroughs and continued guidance along the way.
Making Tax Digital
The Benefits
How we help MTD
- Real-Time Financial Clarity: View your profit, loss, and tax liabilities instantly on your phone or laptop. No more waiting for year-end to see how you are performing.
- Automated Bookkeeping: By linking your bank feeds directly to your software, we reduce manual data entry, saving you hours of admin every month.
- Accuracy & Peace of Mind: Automation significantly reduces the risk of human error, protecting your business from potential HMRC enquiries and penalties.
- Secure & Paperless: Store your receipts and invoices digitally. Your records are backed up in the cloud, removing the need for physical storage and lever-arch files.
We don’t just point you toward software; we manage the entire migration process for you. Our goal is to make the “digital” part of your business feel effortless.
Let us help you get ahead of the curve so you can focus on what you do best: running your business.
MAKE THE CHANGE