MTD for ITSA - Expert Tax Solutions for Sole Traders and Landlords
MTD for ITSA is a big change to how taxes are managed in the UK. Starting in April 2026, sole traders, landlords, and self-employed individuals will need to keep digital records and send updates to HMRC every quarter, instead of just filing once a year.
Our MTD experts make it easy to meet these new rules, stay on top of deadlines, and avoid penalties.
What is MTD for ITSA?
Making Tax Digital (MTD) for Income Tax Self-Assessment (ITSA) is a significant change to how taxes are managed. MTD requires individuals with self-employment income or property income over certain thresholds to digitally keep records, submit quarterly updates, and file an annual declaration with HMRC.
Are You Affected by MTD For Income Tax?
If your total gross income is over £50,000 from being sole trader and/or rental income in the 2024/25 tax year, you must comply starting 6 April 2026.
If you are earning over £30,000 in the 2025/26 tax year you need to start Complying with MTD ITSA from 6 April 2027.
MTD is mandatory for anyone affected by these thresholds, and it will significantly change how tax reporting is handled.
MTD For Income Tax Goes Live In
How We Manage MTD
For Income Tax
We bring years of VAT expertise, efficient processes, and cloud-based tools to help simplify one of the most important tasks for your business.
1. Getting Ready
Eligibility Check: We confirm whether you need to comply with MTD for ITSA based on your income and business activities.
Software Setup: Our expert accountants will help you choose and set up MTD-compliant software, such as Xero, QuickBooks, or FreeAgent.
Onboarding & Training: We provide clear instructions and guidance to get your financial records set up in line with MTD requirements.
2. Ongoing Compliance
Quarterly Updates: Each quarter, we submit your financial data to HMRC, ensuring compliance with MTD’s digital record-keeping standards.
Bookkeeping & Record keeping: We handle your books, so you don’t need to worry about keeping them up to date.
3. Year-End Filing
Final Declaration: We complete your annual income tax return and submit your end-of-year declaration to HMRC, making sure everything is compliant.
4. Post Submission Support
Our support continues after the final submission as well. If HMRC raises any concerns about your submissions, we’ll represent you and provide necessary guidance.
Why MTD for ITSA Matters
With MTD for ITSA, quarterly updates are now required, with an end-of-year final declaration to complete the tax cycle.
This change helps HMRC stay up to date on tax submissions, but also reduces late submissions and penalties for taxpayers.
Pick Your Plan
Flexible MTD for ITSA plans designed for sole traders and landlords. Choose the plan that suits you most and let us handle the rest.
Starter
Up to 2 Income Sources
£50
+VAT/month
- MTD Compliant Software Subscription Included
- 4 x Quarterly MTD Submissions
- 1 x Final End of Year Submission
- Email Support
Standard
Popular
Up to 4 Income Sources
£60
+VAT/month
- Everything in Starter Plan, +
- Basic Bookkeeping Review per Quarter
- Pre-Year-End Tax Liability Estimate
- Dedicated Support Advisor
- Online Support
Plus
Unlimited Income Sources
£100
+VAT/month
- Everything in Standard Plan, +
- Full Quarterly Bank Reconciliation
- Proactive Tax Planning & Optimization Strategy
- Priority Phone & Email Support
- Emergency Hotline Support
Key MTD for ITSA
Deadlines to Remember
Starting from 06 April 2026: MTD for ITSA will apply to self-employed individuals or landlords earning over £50,000, you must start reporting quarterly from this date if you’re affected. Each tax year, you’ll submit four quarterly updates:
Quarter 1
06 April – 05 July:
Deadline 07 August
Quarter 2
Deadline – 7 November
Quarter 3
Deadline – 7 February
Quarter 4
Deadline – 7 May
Final Declaration
The final year-end declaration replaces the traditional Self Assessment tax return and is due by 31 January following the end of the tax year.
Got Questions?
If you still have questions about MTD for ITSA, simply call us at 0208 146 5674 and our friendly MTD experts will be more than happy to answer your queries.
Helpful MTD ITSA Resources
Read our latest blog, articles and resources for clear guidance on MTD for Income Tax, quarterly updates, and digital tax reporting.
Get MTD ITSA Done Right With Cartwheel.
Get prepared for MTD ITSA early to avoid any penalties and stress. Start today at just £50 a month, and trade your tax worries for less than your weekly spendings at the Coffee shop.
- Transparent pricing plans
- Phone and email support
- MTD complaint software subscription is included
- Our digital process makes your submission quick and simple