Making Tax Digital accountants
Find Making Tax Digital support for digital records, compatible software and reporting. Income Tax requirements are being phased in from April 2026; check HMRC's current eligibility guidance for your start date and any exemption.
Services to discuss with a firm
- Cloud software setup (Xero / QB / FreeAgent)
- Bridging software for spreadsheets
- Quarterly digital submissions
- Training for your team
How do I choose the right MTD support?
Start by confirming the applicable tax, eligibility and reporting period using current HMRC guidance. Then compare software setup, ongoing record keeping, reviews and submission support as separate parts of the engagement.
What should I check before changing software?
Check the required filing support, record exports, access permissions, licence ownership and any migration fee. Ask how existing balances and records will be checked after transfer and who deals with missing or duplicated transactions.
Prepare your Making Tax Digital enquiry
VAT-registered businesses and sole traders or landlords within the applicable Income Tax rules may need this support. The exact work depends on your circumstances; confirm the scope before appointing anyone.
- Describe your business or income sources, postcode and whether remote meetings suit you.
- Give the period involved, your deadline, approximate transaction count and software.
- Explain which records are ready and whether earlier periods need catching up.
- Ask who will do the work, what you must supply and which tasks cost extra.
Check experience and responsibilities
Ask for relevant experience and check any claimed professional membership on the body's own register. Agree a named contact, response expectations and your approval responsibilities. A listing or subscription is not proof of qualifications.