Making Tax Digital accountancy services
Making Tax Digital accountant support for freelancers, small business owners,
sole traders, consultants and landlords.
MTD Income Tax packages
MTD Income Tax isn’t just a software problem. Your records need to be right before the updates go to HMRC.
Choose the level of support that fits how much you want to handle yourself. You can keep your own FreeAgent or Xero records, have your quarterly figures reviewed before submission, or hand over the bookkeeping and MTD submissions completely.
Making Tax Digital and Landlord accounting
Keeping your business compliant so you can focus on the better things in life.
Making Tax Digital Essentials
For clients who are comfortable keeping their own records and submitting their own quarterly MTD updates.
From £100 per quarter
Making Tax Digital Review
For clients who keep their own records but want reassurance before anything is submitted.
From £150 per quarter
For clients who want everything dealt with.
From £250 per quarter
Fully Managed Making Tax Digital
Making Tax Digital Essentials
MTD support if you manage your own bookkeeping
From £100 per quarter
For freelancers, landlords, sole traders and small business owners with simple FreeAgent or Xero records who want set-up support, deadline reminders and year-end Self Assessment submission.
Includes:
MTD set-up support
FreeAgent or Xero set-up check
Quarterly deadline reminders
Light support during the year
End-of-year Self Assessment submission.
You remain responsible for keeping your records up to date and submitting your own quarterly MTD updates.
Making Tax Digital Review and year-end
Quarterly MTD updates checked before submission
From £150 per quarter
For freelancers, consultants, landlords and sole traders who keep their own FreeAgent or Xero records but want an accountant to review the quarterly figures before they go to HMRC.
Includes:
Review of the four quarterly MTD updates
Checks for obvious errors, missing income and miscoding
Quarterly query list where needed
Submission or review support for quarterly updates
End-of-year Self Assessment submission
This is the sensible middle option if you’re happy doing the bookkeeping but don’t want to handle MTD completely on your own.
Fully Managed Making Tax Digital
Bookkeeping and quarterly MTD submissions handled for you
From £250 per quarter
For busy freelancers, consultants, tradespeople, landlords and small business owners who want the bookkeeping and MTD submissions taken off their hands.
Includes:
Bookkeeping in FreeAgent or Xero
Bank reconciliation
Quarterly MTD submissions
Review of income and expenses
End-of-year Self Assessment submission
This is the most hands-off option if your time is better spent running the business, working with clients or managing properties.
Which MTD Income Tax package is right for you?
Choose MTD Essentials if your records are simple, you’re confident using FreeAgent or Xero, and you mainly want set-up support, reminders and year-end Self Assessment.
Choose MTD Review and year-end if you keep your own records but want an accountant to check the quarterly figures before they go to HMRC.
Choose Fully Managed MTD if you want the bookkeeping, bank reconciliation and quarterly MTD submissions handled for you.
If you’re not sure which package fits, get in touch, and I’ll point you in the right direction.
Making Tax Digital
frequently asked questions
What is MTD Income Tax?
MTD Income Tax is short for Making Tax Digital for Income Tax.
It changes how many people who file a Self Assessment tax return report their income to HMRC.
Instead of keeping records however you like and dealing with everything once a year, you’ll need to keep digital records and send quarterly updates using compatible software.
You’ll still need an end-of-year Self Assessment submission.
Does MTD Income Tax apply to freelancers?
Yes, MTD Income Tax can apply to freelancers if their qualifying income is above the relevant threshold.
If you freelance alongside employment, your employment income does not count towards the MTD qualifying income threshold, but your freelance income may.
Does MTD Income Tax apply to landlords?
Yes, MTD Income Tax can apply to landlords. Property income counts towards qualifying income for MTD. If you have both self-employed income and rental income, HMRC looks at the combined qualifying income when deciding whether MTD applies.
Does MTD Income Tax apply to consultants?
Yes, MTD Income Tax can apply to consultants if they earn self-employed income and meet the qualifying income threshold. This can include independent consultants, contractors, advisers and other people who report consulting income through Self Assessment.
Do I need MTD Income Tax if I already use FreeAgent or Xero?
Using FreeAgent or Xero is a good start, but it does not automatically mean you are ready for MTD Income Tax.
Your software needs to be set up correctly, your bank feeds need to be working, and your income and costs need to be recorded in the right areas. The software can help with the process, but it cannot judge whether every figure is correct.
Can an accountant submit my MTD updates for me?
Yes, an accountant can help with quarterly MTD updates, depending on the level of support you choose.
With MTD Review and year-end, you keep your own records but get support before the quarterly figures go to HMRC.
With Fully Managed MTD, the bookkeeping and quarterly submissions are handled for you.
Can I submit MTD quarterly updates myself?
Yes, you may be able to submit your own quarterly updates if you are confident using compatible software and keeping your records up to date.
The MTD Essentials package is designed for people who want to manage their own quarterly updates, with set-up support, deadline reminders and year-end Self Assessment submission.
What happens if my FreeAgent or Xero records are behind?
If your records are behind, they may need to be brought up to date before accurate quarterly MTD updates can be prepared.
Extra work may be charged separately where records are incomplete, bank feeds have not been maintained, or significant corrections are needed.
Do I still need a Self Assessment tax return under MTD Income Tax?
Yes. MTD Income Tax does not remove the need for an end-of-year submission. You still need to finalise your income, make any required adjustments, and submit the year-end position to HMRC.