Tax prep support
Making Tax Digital for Income Tax support
Finbryn prepares the quarterly updates and year-end figures required under Making Tax Digital for Income Tax, for you or your appointed UK agent to submit. It has been mandatory since 6 April 2026 for sole traders and landlords with qualifying income above £50,000, extending to £30,000 from April 2027 and £20,000 from April 2028.
Tax working papers
Illustrative client · August 2026
GBP
- Year-end books closed and reconciledDone
- Fixed asset and depreciation scheduleDone
- Book-to-tax adjustments listedDone
- Supporting schedules for the preparerIn progress
- Handed to the signer for review and filingNext
Illustrative. An example of the document, not a client's figures.
A phased rollout, not one deadline
Making Tax Digital for Income Tax Self Assessment became mandatory from 6 April 2026 for sole traders and landlords with qualifying income above £50,000, based on 2024 to 2025 income. The threshold drops to £30,000 from 6 April 2027, and to £20,000 from 6 April 2028, pulling progressively more sole traders and landlords into quarterly digital reporting.
Four updates a year, not one
Instead of a single Self Assessment submission, MTD ITSA requires quarterly updates of income and expenses through compatible software, followed by a final declaration that replaces the old single filing. We build each quarterly figure from books kept current in Xero, QuickBooks Online or FreeAgent, rather than reconstructing four periods' worth of records at the end of the year.
Digital record-keeping, set up correctly from the start
The rules require digital records linked through to the software that submits the update, with no manual re-entry of the final figures. We set this up at onboarding and check it holds through each quarter, since a broken digital link is the most common reason a business falls out of compliance without realising it.
Landlords included
Rental income counts toward the qualifying income threshold alongside self-employment income, so a landlord with a modest let can be pulled into quarterly reporting sooner than expected, particularly once the threshold falls to £30,000 in 2027. We check combined income against the current threshold every year rather than assuming last year's exemption still applies.
How the final declaration works
The four quarterly updates feed into a final declaration, which functions as the annual return replacement and is where reliefs and adjustments not visible quarter by quarter get applied.
Where this fits
This pairs closely with Self Assessment preparation for anyone still below the digital reporting threshold, and with monthly bookkeeping to keep the underlying records current. See pricing for MTD ITSA preparation rates.
Questions
Frequently asked questions: Making Tax Digital for Income Tax support
Who does Making Tax Digital for Income Tax apply to?
Sole traders and landlords with qualifying income above the current threshold, phased in from April 2026 through April 2028.
What are the qualifying income thresholds?
Above £50,000 from April 2026, above £30,000 from April 2027, and above £20,000 from April 2028.
Is this instead of Self Assessment?
The quarterly updates feed into an annual final declaration that replaces the old single Self Assessment submission.
Do landlords count rental income toward the threshold?
Yes, rental income is added to self-employment income when checking whether the qualifying threshold has been crossed.
What software do we need for Making Tax Digital for Income Tax?
You need MTD-compatible software or a bridging tool connected to HMRC's systems for quarterly updates and the end-of-period statement, rather than a standard spreadsheet with no digital link. We help set this up ahead of your mandatory start date under the relevant income threshold.
Who does this apply to?
Self-employed people and landlords above the qualifying income threshold move onto quarterly digital reporting on a phased timetable.
Is this instead of self assessment or as well as?
The quarterly updates feed into an annual final declaration that replaces the old single self assessment submission.
Who reviews the work before it reaches us?
Every deliverable under making Tax Digital for Income Tax support is reviewed by a senior reviewer before it reaches you. You keep access to the underlying file at every stage, so nothing about the work happens somewhere you cannot see it.
What is included in making Tax Digital for Income Tax support?
Making Tax Digital for Income Tax support covers digital record-keeping set up in compatible software and quarterly update figures prepared from reconciled books. The exact scope is agreed and set out in writing before work starts, so you know precisely what is and is not covered before the first deliverable arrives.
Related services
- Tax prep supportSelf assessment preparation supportPreparation support for an individual's self assessment return, including directors and sole traders, reviewed by a credentialed signer before filing.
- Tax prep supportVAT return preparation support (Making Tax Digital)Preparation support for quarterly VAT returns filed through Making Tax Digital, built from digitally linked records in your accounting software.
Industries
- Real estate and property managementBookkeeping for property owners and managers tracking income, expenses and reserves at the level of each individual property.
- Professional servicesBookkeeping for professional service firms such as engineering, architecture and IT consulting billing clients by project or retainer.
- Agencies and consultanciesBookkeeping for marketing agencies, design studios and consulting firms billing clients on retainers and project fees.
Next step
Talk to the team that would run your books
A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.