Making Tax Digital —
simple, flexible
support
Making Tax Digital doesn't have to be complicated — but there's no one-size-fits-all solution. The right setup depends on your income sources, number of transactions, and how you manage your bank accounts. We tailor our MTD service to suit you.
How we tailor your service
- ✓ TaxDash is an all-in-one solution, ideal for simpler setups and lower transaction volumes — manage and submit everything in one place
- ✓ Xero is typically better suited for businesses with higher transaction volumes or more complex financial activity
- ✓ We assess your income sources, transaction volumes and banking setup before recommending a tool
- ✓ You choose how hands-on you want to be — self-managed or fully managed
- ✓ An accountant reviews every filing before it goes to HMRC
Choose your sources,
see your annual fee instantly
Select the row that matches your situation. Prices include all quarterly MTD submissions and declaring each MTD income stream in your annual Self Assessment return.
Pricing for up to 25 transactions/month per income source · Includes declaring each income source in the annual Self Assessment submission
More than 25 transactions per month?
No problem — we can still help. Pricing scales by transaction volume. Contact us with your details and we'll provide a personalised quote, usually within one business day.
Which software
will we use?
Two tools — the right one depends on your situation
- Low number of monthly business transactions
- All-in-one: bookkeeping + tax return in one place
- Don't have a separate dedicated business bank account
- Best for landlords & small/self-employed clients, happy to capture individual transactions
- No extra software fees to submit your MTD returns
- Higher transaction volume
- Ideally need a separate business bank account to make use of bank feeds
- Automated bank feeds, rules & bulk reconciliation
- Attach receipts + real-time financial tracking
- Best for growing businesses wanting systems & integrations
- Software licence fees from £7 per month
If you use one bank account for both personal and business transactions, Xero's bank feed can actually create more work — you'd spend time separating personal from business entries on every import. In that case, TaxDash is almost always the better fit: you simply capture the relevant business transactions directly, without the noise. We only recommend Xero where a client has a separate bank account used exclusively for business.
Everything you need,
built into every plan
FAQs
Making Tax Digital for Income Tax Self-Assessment (MTD for ITSA) is HMRCs new system that requires sole traders and landlords to keep digital records and send quarterly updates to HMRC instead of a single annual tax return. Think of it as spreading your tax admin across the year rather than doing it all in one go in January. The rules apply from 6 April 2026 for those earning above £50,000.
It depends on your gross income from self-employment and/or property:
- From April 2026: Youre affected if your combined qualifying income exceeds £50,000
- From April 2027: The threshold drops to £30,000
- From April 2028: It drops further to £20,000
Qualifying income means your gross turnover or rent received before any expenses. It excludes source like employment income, dividends, savings interest, pensions and capital gains. If youre not sure whether your income qualifies, were happy to check for you.
The first mandated tax year is 6 April 2026 to 5 April 2027. If your qualifying income is above £50,000 based on your 2024-25 submitted return, you will need to be set up and submitting quarterly updates from April 2026 onwards. This is a firm date, HMRC has confirmed it will not be delayed again. That means if you havent sorted your software by April 2026, you will already be late.