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Help centre · Compliance and tax

How does Making Tax Digital for Income Tax work here?

Your income and expenses are recorded through the year and totalled cumulatively across the quarters, which is the shape MTD expects. We prepare the figures; we do not submit them to HMRC on your behalf.

What MTD actually changes

Not the tax. The record keeping. Quarterly updates mean the year has to be recorded as it happens rather than assembled from a shoebox in January, and that is the part that catches people out.

Cumulative, not four separate returns

Each quarterly update restates the year to date rather than reporting three months in isolation. A correction to an earlier quarter is picked up in the next update rather than needing an amendment, which is a great deal more forgiving than people expect.

Who it applies to

It phases in by income level, and the threshold steps down over successive years. Combined property and self-employment income is what counts, not property alone, which is the detail that catches landlords with a side business.

What we do and do not do

We prepare the figures from your records, in the right shape, at the right frequency. Nothing is submitted to HMRC on your behalf. Anyone telling you their software removes your responsibility for the numbers is selling you something that does not exist.

Where this lives

MTD income tax.

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