Sole traders
Move business income and expense records into a sustainable digital workflow.
Tax, Audit & Accounting
Making Tax Digital
Move from year-end scrambling to a reliable digital routine that is ready for Making Tax Digital obligations and useful throughout the year.
- Eligibility and threshold check
- Compatible software
- Quarterly record routine
Important information
Tax and accounting content is general information, not advice for your circumstances. Every engagement will identify the responsible legal entity and its professional or regulatory status. Statutory audit work is only undertaken by an appropriately registered audit firm.
Included in the service
What’s included
Digital record keeping, compatible software and quarterly-update support for sole traders, landlords and VAT-registered businesses.
- MTD applicability review
- Compatible software recommendation
- Bookkeeping and bank-feed setup
- Digital record migration
- Quarterly update timetable
- Year-end tax return coordination
Before we speak
Start by explaining your business activities, whether you receive property income and how you currently record transactions. Tell us which accounting software you use and what you need help changing. The review can then address your record-keeping workflow and the requirements relevant to your circumstances.
Who we help
Is this right for you?
These are some of the situations this service covers. Your proposal will reflect the work and support you actually need.
Property landlords
Organise property records and quarterly updates across one or more properties.
VAT-registered businesses
Maintain digital links and submission-ready VAT records in compatible software.
Pricing
MTD support matched to records and complexity
The fee depends on the number of businesses or properties, transaction volume, software condition and support frequency.
01
Discovery
We establish your current position, desired outcome and constraints.
02
Defined scope
You receive clear deliverables, responsibilities, assumptions and timescales.
03
Request a scoped quote Written proposal
Fees are agreed before work begins, with optional phases shown separately.
We confirm applicability against current HMRC rules and your circumstances. Software subscriptions and catch-up bookkeeping are shown separately.
The detail
Where we focus
Eligibility check
Review income sources, qualifying-income thresholds and the date MTD for Income Tax may apply.
Software setup
Select and configure compatible bookkeeping software, bank feeds and a workable chart of accounts.
Digital records
Create a repeatable method for capturing, categorising and correcting income and expense records.
Quarterly updates
Prepare periodic summaries and keep the underlying records ready for year-end finalisation.
The process
How the work happens
- 01
Check
Establish income sources, historic qualifying income, VAT status and possible exemptions.
- 02
Configure
Set up software, categories, opening balances, bank feeds and user access.
- 03
Operate
Maintain digital records and review the information before each quarterly update.
- 04
Finalise
Complete year-end adjustments and coordinate the final tax return and payment position.
Before we startYour questions,
Your questions,
answered.
Who must use MTD for Income Tax now?
From 6 April 2026 it applies to qualifying sole traders and landlords whose 2024–25 gross self-employment and property income was over £50,000. The thresholds extend to over £30,000 from April 2027 and over £20,000 from April 2028, subject to eligibility and exemptions.
Is MTD the same as submitting four tax returns?
No. Quarterly updates are summaries generated from digital records. A year-end tax return is still used to finalise the overall tax position.
Does MTD already apply to VAT?
Most VAT-registered businesses must already keep digital VAT records and submit returns through compatible software, unless an exemption applies.
Related services
Plan the next piece of work.
Let’s start with your priorities
What needs to work better?
Tell us about your business, the problem you’re working through and any dates that matter. We’ll discuss the scope and the next step with you.