MTD ITSA Support

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Clear, organised MTD ITSA support for VAT-registered sole traders and landlords

Making Tax Digital for Income Tax

Self Assessment (MTD ITSA) is a new reporting requirement that brings quarterly income tax submissions for sole traders and landlords.

If you’re VAT-registered, this will feel familiar in principle — but it does require the right systems and ongoing support. We take care of the reporting and submissions, so everything is handled properly and on time.


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Our service is designed for

you if you:

  • Are a sole trader of landlord


  • Are happy using cloud accounting software

       (or open to moving onto it)


  • Want ongoing support, not one-off help.


  • Value clarity, organisation and timely communication.


  • You appreciate clear communication and are happy to stay engaged and responsive.


  • You value a professional, calm, chartered firm that prioritises quality over being the cheapest.


  • You're comfortable using cloud accounting tools (or open to being guided onto them).


  • You want a reliable finance partner for ongoing support - not one-off fixes or last-minute scrambles.


What we take care of:


  • MTD ITSA setup and software review
  • Ongoing bookkeeping support
  • Quarterly MTD ITSA submissions
  • Clear guidance on income and expenses
  • Year-end finalisation and tax return
  • Calm, responsive support throughout the year



Everything follows a clear, predictable rhythm - so nothing

builds up or gets rushed.

Why work with us?


Our MTD ITSA clients value that we:

  • Keep things organised and up to date
  • Explain requirements in plain English
  • Don't overcomplicate the process
  • Work proactively, not last minute
  • Provide support overseen by a chartered accountant
Getting Started

If you'd like support with MTD ITSA, start with a short enquiry. We'll review your details and confirm whether we're the right fit before arranging a call.

Start Your Enquiry
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Frequently Asked Questions 

A few of the questions often asked about MTD ITSA:

  • Who will MTD ITSA apply to?

     MTD ITSA will apply to sole traders and landlords with qualifying income over £50,000 from April 2026.

    Those with qualifying income over £30,000 will be brought in from April 2027, with further expansion expected in April 2028.


    (Qualifying income is measured before expenses.)

  • What counts as qualifying income?

    Qualifying income is based on gross income, not profit.


    For sole traders, this is income based on invoices issued, before expenses.

    For landlords, this is rental income received, before expenses.


    Expenses do not reduce the figure used to decide whether MTD ITSA applies.

  • What if I'm both a sole trader and a landlord?

    If you have both business and property income, the figures are combined. This means the total can push you over the MTD ITSA threshold even if each activity is below it individually.

  • Does this apply to Limited Companies?

    No. MTD ITSA applies to sole traders and landlords only.


    Limited Companies are not included in MTD ITSA.

  • What needs to be submitted under MTD ITSA?

    MTD ITSA requires:


    Quarterly updates of income and expenses

    An end-of-period statement

    A final declaration, replacing the traditional Self Assessment return.


    We manage the reporting and submissions as part of an ongoing service.

  • When are the quarterly deadlines?

    Under MTD ITSA, quarterly updates must be submitted within one month of the quarter end.


    The standard quarters and filing deadlines are:


    6th April – 5th July → Filing deadline: 

    7th August


    6th July - 5th October → Filing deadline:

    7th November


    6th October - 5th January → Filing deadline:

    7th February


    6th January - 5th April → Filing deadline:

    7th May



    6 July – 5 October → Filing deadline: 

    5 November


    6 October – 5 January → Filing deadline: 

    5 February


    6 January – 5 April → Filing deadline: 

    5 May


  • When do you need information from me?

    To keep everything accurate and on time, we ask clients to provide their records within 10 days of the quarter end.


    This allows us to review, prepare and submit updates calmly — without last-minute pressure.

  • Do I need software for MTD ITSA?

    Yes. MTD ITSA requires compatible accounting software.


    If you’re already VAT-registered and using cloud software, this will feel familiar. If not, we’ll guide you onto a suitable system.

  • If you're unsure whether MTD ITSA applies to you, start and enquiry and we'll confirm your position.

    Start an enquiry