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Home›Services›MTD for Income Tax
📅 MTD for Income Tax

Making Tax Digital for Income Tax — UK sole traders & landlords.

If your combined self-employment and rental income exceeds £50,000, you must comply with MTD for Income Tax from 6 April 2026 — quarterly digital submissions through compatible software, plus a final annual declaration. We handle setup, software, quarterly filings and the year-end declaration on fixed fees.

Book a Free Discovery Call → Am I Affected?

MTD ITSA timeline

£50k
Threshold from April 2026
£30k
Threshold from April 2027
£20k
Threshold from April 2028
4×
Quarterly submissions a year
CTA-qualified — UK’s highest tax qualification
Xero, QuickBooks & FreeAgent setup
Quarterly filings handled by our team
All work on agreed fixed fees

Am I affected by MTD for Income Tax?

Quick answer: if your combined gross income from self-employment and UK property in the relevant test year exceeds the threshold for the tax year you’re entering, you’re in scope. The threshold tapers down annually:

  • From 6 April 2026: in scope if 2024/25 combined gross income exceeded £50,000
  • From 6 April 2027: in scope if 2025/26 combined gross income exceeded £30,000
  • From 6 April 2028: in scope if 2026/27 combined gross income exceeded £20,000

“Gross income” means the total income before any expenses — not the taxable profit. So a landlord with £45,000 of rent and a freelancer with £8,000 of consulting income breaches the £50,000 threshold and is in scope from April 2026.

HMRC will write to you to confirm your start date based on your most recent Self Assessment return. You don’t need to register separately. If your circumstances have changed since your last return, contact us — getting this wrong can lead to either unnecessary compliance work or a missed start date with penalties.

What does MTD for Income Tax actually require?

MTD ITSA replaces the single annual Self Assessment return with three obligations:

1. Digital record-keeping

Income and expenses must be recorded digitally in MTD-compatible software. Paper records or standalone spreadsheets are no longer sufficient on their own — though a spreadsheet can be used if it connects to compatible bridging software.

2. Quarterly updates

A summary of income and expenses is submitted to HMRC for each income source each quarter. The standard reporting periods and deadlines are:

  • Q1 (6 April – 5 July): due by 7 August
  • Q2 (6 July – 5 October): due by 7 November
  • Q3 (6 October – 5 January): due by 7 February
  • Q4 (6 January – 5 April): due by 7 May

You can elect to use calendar quarters instead (March, June, September, December) — slightly easier alignment with bank statement cycles. Each property and each self-employment is reported separately.

3. Final declaration

By 31 January following the end of the tax year, a final declaration is submitted confirming the year’s figures, claiming reliefs, and crystallising the final tax liability. This replaces the existing Self Assessment return. Tax payment dates remain unchanged.

Which software should I use for MTD ITSA?

HMRC publishes the full list of recognised MTD ITSA software on its website. The practical shortlist for most clients:

FreeAgent

Lowest cost (free with NatWest, RBS or Mettle business banking). Best for sole traders and landlords with simple bookkeeping and a single business.

Xero

Strongest all-rounder. Best for clients with multiple income sources, employees on payroll, or VAT registration alongside MTD ITSA.

QuickBooks

Strong UI and bank feeds. Often a good fit for sole traders moving from spreadsheets who prefer a simpler interface.

Specialist landlord software like Hammock and Landlord Studio integrates property-specific features (tenancy tracking, deposit handling, mortgage interest categorisation) that mainstream packages don’t have. We assess what fits before committing.

What happens if I miss an MTD ITSA deadline?

HMRC operates a points-based penalty system for late MTD submissions. Each missed quarterly update earns one point. Once you reach the threshold — 4 points for quarterly submitters — a fixed £200 penalty applies, plus a further £200 for each subsequent missed submission until the points are reset.

Points expire after 24 months of full compliance. Late payment of tax attracts interest at the Bank of England base rate plus 4%, and additional penalty rates if unpaid after 30 days, 6 months and 12 months.

How we handle MTD ITSA

Our standard MTD ITSA service includes:

  • Software setup and bank feeds — selecting the right package, setting up the chart of accounts, connecting bank feeds and importing your historical data
  • Bookkeeping (optional) — full bookkeeping by our team if you prefer not to do it yourself, or supervision and review if you keep your own records
  • Quarterly submissions — review of each quarter’s figures, posting any year-end-style adjustments, filing the quarterly update on time
  • Final declaration — full year-end review, capital allowances claims, reliefs and the 31 January declaration
  • HMRC correspondence — handling any HMRC enquiries or compliance checks on your behalf
  • Property and self-employment combined — for clients with both, we file each income source separately and handle the cross-source reliefs (loss relief, allowance utilisation)

Fees are agreed upfront on a fixed annual basis, with no hidden charges for routine quarterly filings.

Who this is for

Our MTD ITSA service is the right fit for:

  • Sole traders with self-employment income above the relevant threshold who need to upgrade from spreadsheets or paper
  • Landlords with rental income who want a property-aware adviser handling the quarterly compliance
  • Individuals with both self-employment and rental income whose combined position breaches the threshold
  • Existing Self Assessment clients who need a planned transition to MTD ITSA before their start date
  • Clients with multiple properties or complex expense allocation who need disciplined record-keeping

If you’re a higher-rate landlord with a portfolio, MTD ITSA is also a natural moment to revisit whether incorporation is more efficient than continuing as an individual landlord under Section 24.

Frequently asked questions

Do I need to register for MTD for Income Tax in 2026?
+
You must comply with MTD for Income Tax from 6 April 2026 if your combined gross income from self-employment and UK property exceeds £50,000 (using the 2024/25 tax year as the test year). The threshold drops to £30,000 from April 2027 and £20,000 from April 2028. You do not need to register separately — HMRC will write to you confirming your start date based on your last filed Self Assessment return.
What are the MTD for Income Tax quarterly deadlines?
+
Quarterly updates are due by the 7th of the second month after each quarter ends. Standard quarters: 7 August (Q1), 7 November (Q2), 7 February (Q3), and 7 May (Q4). A final declaration is then due by 31 January, replacing the existing Self Assessment return.
Which MTD-compatible software should I use?
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For sole traders and landlords with simple bookkeeping, FreeAgent is the lowest cost option (free with NatWest, RBS or Mettle business banking) and is fully MTD ITSA compatible. For multi-property landlords, Hammock and Landlord Studio specialise in property and integrate well. For mixed business activities, Xero and QuickBooks remain the strongest all-rounders. We help clients select the right software based on the complexity of their affairs.
What does MTD for Income Tax actually require me to do?
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MTD ITSA requires three things: (1) keep digital records of all business income and expenses through MTD-compatible software, not on paper or spreadsheets alone, (2) submit a quarterly summary to HMRC for each business or property income source through that software, and (3) submit a final declaration by 31 January confirming the year is closed and tax is calculated. The quarterly submissions are summary updates — not full returns — and final tax liability is only crystallised at year end.
What happens if I miss an MTD ITSA quarterly deadline?
+
Missing quarterly updates triggers HMRC’s points-based penalty system: each missed submission earns one point, and once you reach the threshold (4 points for quarterly submitters) a fixed £200 penalty applies, plus £200 for each subsequent missed submission. Late payment of tax also attracts interest at the Bank of England base rate plus 4%. Points expire after 24 months of compliance. We submit on time as standard for all clients.
How much does MTD ITSA support typically cost?
+
MTD ITSA support is provided on fixed annual fees agreed upfront. Pricing depends on the number of income sources (self-employment + each property), the volume of transactions, and whether bookkeeping is included or you keep your own records in compatible software. We provide a clear quote at the Free Discovery Call.
Will MTD for Income Tax mean I pay more tax?
+
No — MTD ITSA does not change how much income tax you pay. The tax rules, allowances and reliefs remain identical. What changes is the reporting frequency (quarterly summaries plus annual declaration instead of one Self Assessment return) and the requirement to use compatible software. The tax outcome is the same; the process is more disciplined.
Can I keep using spreadsheets for MTD ITSA?
+
Spreadsheets alone are not MTD-compliant — but spreadsheets used with HMRC-recognised “bridging software” are acceptable. The bridging software pulls data from your spreadsheet and submits it to HMRC in the required format. This route works for landlords or sole traders who already have a robust spreadsheet system. Most clients find a full software solution (FreeAgent, Xero, QuickBooks) less hassle and cheaper than maintaining spreadsheets plus bridging software. We help you decide which route makes sense for your situation.
What about jointly-owned rental properties under MTD ITSA?
+
Each owner is treated separately for MTD ITSA. If you own a property 50:50 with your spouse, each of you reports half the rental income on your own MTD ITSA submissions. The £50,000 threshold (April 2026), £30,000 (April 2027) and £20,000 (April 2028) is applied to each individual’s gross income — so a couple jointly earning £80,000 in rent (£40,000 each) would not hit the April 2026 threshold but would be caught by the £30,000 threshold from April 2027.
What if I have multiple sole-trader businesses or several rental properties?
+
Under MTD ITSA you submit quarterly updates per income source. A sole trader running two businesses files two sets of quarterly updates. A landlord with multiple UK properties files one quarterly update covering UK property as a single source (FHL income is reported separately if applicable). Foreign property is a separate source again. The Final Declaration at year-end consolidates all sources into your full tax return. The volume of sources affects both software setup and our fees — we agree pricing upfront based on your specific situation.
Is there a way to opt out of MTD ITSA?
+
There is no general opt-out, but specific exemptions exist for taxpayers HMRC accepts as digitally excluded — for example due to age, disability, location with no reliable internet, or religious objection to using electronic communications. You apply to HMRC for exemption with supporting evidence. Approval is not automatic and HMRC reviews each application. If you are below the income threshold (£50,000 / £30,000 / £20,000 in the relevant test year) you simply remain on Self Assessment. We can advise whether you have grounds for a digitally-excluded exemption application.
Related tools & reading

Build out your tax setup.

Free tools and guides that pair with MTD ITSA support.

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MTD ITSA Threshold Checker

April 2026, 2027 or 2028 wave?

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Sole Trader Tax Calculator

Income tax + Class 4 NIC for self-employed

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Income Tax Calculator

2026/27 rates and allowances

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Should I Incorporate?

Sole trader vs limited company

🏠
Section 24 Calculator

Mortgage interest restriction

🏡
Property Tax Specialism

Landlord-focused tax services

👤
Personal Tax

Self assessment, CGT and more

📊
Bookkeeping

Xero, QuickBooks, FreeAgent

📰
MTD ITSA Guide

Full background reading

📋
Tax Rates 2026/27

Full reference

👉 Free download: Get our 62-page 2026/27 UK Landlord Tax Playbook — Section 24, FHL, MTD ITSA, CGT, SDLT, incorporation, IHT and HMRC enquiry triggers (free PDF, no follow-up calls).

Get ahead of MTD for Income Tax.

Book a Free Discovery Call. We’ll confirm whether you’re in scope, recommend the right software, and quote a fixed annual fee for full MTD ITSA support.

Book a Free Discovery Call → 💬 WhatsApp Us
Micro business or individual with turnover under £100K? Our sister company Fernside Accounting Ltd is the right fit for you. Visit Fernside Accounting →
The Tax Lead

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