MTD ESSENTIAL
You keep the records, we handle the compliance
£
65
/
month
Valid for 12 months
✓
MTD registration & setup
✓
Quarterly review of your records
✓
Quarterly adjustments and submisson to HMRC
✓
Deadline monitoring and reminders
✓
End of year statement and final declaration (Self Assessment)
✓
HMRC correspondence handled
✓
Secure client portal
✓
Email and call support
✓
FreeAgent software access (with supported business bank accounts)
We'll discuss this plan on your call
MOST POPULAR
MTD CORE
We handle the numbers too, up to 50 transactions / month
£
85
/
month
Valid for 12 months
✓
Everything in Essential
✓
Full bookkeeping up to 50 transactions/month
✓
Debtor and creditor reviews
✓
Corrections handled by us, not left to you
✓
Tax estimates and advice during the year
✓
Annual tax efficiency review
We'll discuss this plan on your call
MTD PRO
For busier freelancers and sole traders with higher transaction volumes
105
£
/
month
Valid for 12 months
✓
Everything in Core
✓
Bookkeeping for 50+ transactions/month
✓
Trend insights, profit & performance analysis
✓
Priority support access
✓
Quarterly tax health check and tax planning
We'll discuss this plan on your call
📋
What is Making Tax Digital for Income Tax? From April 2026, self-employed people and landlords earning over £50,000 must submit income and expenses to HMRC digitally every quarter. We handle all of it, registration, submissions, and year-end declaration.
COMMON QUESTIONS
MTD questions, answered
When does MTD for Income Tax become mandatory?
April 2026 for those earning over £50,000. The threshold drops to £30,000 in April 2027 and £20,000 in April 2028.
Do I need to do anything before the deadline?
Not urgently, but getting set up early means less stress. We can get your software in place and records clean well before the deadline.
What do the quarterly submissions actually involve?
Each quarter you report your income and expenses for that 3-month period. It's not a tax payment, just reporting. We handle all four submissions as part of your plan.
Is the year-end tax return still required?
Yes, instead of a Self Assessment return, you file a year-end finalisation statement. This is included in all our MTD plans alongside the quarterly submissions.
What software do you use?
We use and recommend FreeAgent, which is MTD-compatible and included in all plans. It links directly to your bank account and makes record-keeping straightforward.
Can I upgrade to a ltd company plan later?
Absolutely. If you decide to incorporate, we can transition you to the appropriate ltd company plan. We'll handle the handover and make the switch as smooth as possible.