Making Tax Digital for Income Tax replaces the traditional annual Self-Assessment return with quarterly digital reporting. Instead of filing once a year, you’ll submit income and expense updates to HMRC every quarter using compatible software, followed by an End of Period Statement and a Final Declaration.
The rollout is phased by income level. From April 2026, landlords and self-employed individuals with combined qualifying income over £50,000 must comply. From April 2027, the threshold drops to £30,000. The government has indicated a further extension to incomes over £20,000, expected from April 2028 — though HMRC has pushed MTD deadlines back before, so treat that as provisional.
For most landlords, the biggest change isn’t the quarterly filing — it’s the digital record-keeping requirement. You need to maintain digital records of all rental income and expenses, categorised correctly, updated regularly. Spreadsheets connected to HMRC via bridging software will satisfy the rules, but purpose-built software is more practical for most people.
We handle the entire MTD process: assessing whether you’re within scope, recommending and setting up the right software, maintaining your digital records, submitting your quarterly updates, and preparing your final declaration. You don’t need to learn the system — you just need to send us your receipts.
We assess whether MTD applies to you, when it starts, and what you need to do before your first quarter. No surprises.
We recommend MTD-compatible software that suits your portfolio size and complexity, set it up, and make sure it connects to HMRC correctly.
We submit all four quarterly updates on your behalf. You don’t need to log into the software or understand the interface — we handle it.
We prepare and submit your End of Period Statement and Final Declaration, replacing the traditional Self-Assessment return.
Schedule a free 30-minute consultation to discuss your personal tax compliance.
