Brookwood Accountancy

Making Tax Digital. Get your next step clear.

Practical support for sole traders and landlords: understand your start date, organise your records and choose the help you need.

Start with your situation

MTD for Income Tax brings affected self-employment and property income into digital record keeping, quarterly updates and an annual tax return through compatible software. It is separate from MTD for VAT.

Tell us whether you are a sole trader, a landlord or both. We can help you work out what changes, what is already in place and where support would be useful.

Your timetable

Check when you need to start

The thresholds use qualifying gross self-employment and property income, not profit. The first mandatory wave started in April 2026; exemptions and individual circumstances matter.

MTD for Income Tax: qualifying income and mandatory start dates, subject to exemptions
Gross qualifying incomeTax return usedStart date
Over £50,0002024–256 April 2026 — already started
Over £30,0002025–266 April 2027
Over £20,0002026–276 April 2028
Check HMRC’s eligibility guidance ↗

From paperwork to a reporting routine

We can discuss software and bridging options, the records you need to maintain, and whether you want help setting up or ongoing support. Agree who keeps the records, who reviews them and who sends each update.

Quarterly updates are cumulative summaries, with the annual tax return still needed. Records do not have to be entered instantly, but they must be complete for the relevant submission or deadline.

Explore our Making Tax Digital service →

Prefer an MTD advice workshop?

Ask Brookwood about upcoming MTD sessions and the right option for you. Let us know whether your enquiry concerns a sole-trader business, property income or both.

Ask about workshop dates

Contact us for current dates and booking details.

A clear plan, not another software worry

Book a conversation with Brookwood to discuss your position and the support you need. If you are already affected but have not started, contact us to review the next steps.

Guidance reviewed 15 October 2026. Confirm your eligibility and any exemptions with Brookwood before relying on a start date.