Making Tax Digital for Income Tax, handled end to end
From April 2026, sole traders and landlords with qualifying income over £50,000 will need to file quarterly with HMRC under Making Tax Digital for Income Tax. I handle every part of it, from registration and software setup through to your Final Declaration.
Everything the new regime requires, handled end to end
MTD for Income Tax replaces Self Assessment for sole traders and landlords with qualifying income over £50,000, with quarterly digital reporting from April 2026.
I handle every part, from registration and software setup through to quarterly submissions and the Final Declaration.
MTD ITSA Registration
I handle your MTD for Income Tax registration with HMRC, connect compatible software, and get the agent link authorised, all verified well before your first submission date.
Quarterly Updates (×4)
Four digital submissions per year, per income source. I pull your figures each quarter, prepare the update, and file it with HMRC, you just review and confirm.
End of Period Statement
Your annual EOPS confirms that the quarterly figures are complete and correct. I prepare it, you sign it off, I file it with HMRC. (Also already strong. Could leave as is, or tighten to: "I prepare your annual EOPS, which confirms the quarterly figures are complete and correct, then file it with HMRC once you've signed it off.")
Final Declaration
The Final Declaration replaces the old SA100 for those within the MTD regime. I prepare yours, including any additional income, reliefs, and adjustments, then file it digitally with HMRC.
Why getting this right matters from day one
MTD ITSA isn't optional — and the penalties for non-compliance are real. But beyond compliance, getting set up properly gives you cleaner records, better visibility of your tax position throughout the year, and no shock bills in January.
Avoid HMRC penalty points
Late or missed quarterly updates trigger a points-based penalty system. Get set up correctly and you will never accumulate points.
A real-time tax picture
Quarterly reporting means you know roughly what your tax bill will be throughout the year — no shock balance payments in January.
Ready before the deadline
Whether you're caught in the April 2026 phase (£50k+) or a future phase, getting set up early means no last-minute scramble when it becomes mandatory.
From setup to filed, every quarter
Once you are set up, the quarterly rhythm is straightforward. Here is how it works in practice.
Assess and register
I check whether and when MTD ITSA applies to you, advise on the right compatible software for your situation, and handle HMRC registration on your behalf.
Set up your digital records
Your chosen software — QuickBooks, Xero, or FreeAgent — configured to capture income and expenses digitally and meet HMRC record keeping requirements.
Quarterly updates, every quarter
Four times a year I pull your figures, prepare the quarterly update, and file it with HMRC. You review and confirm — the whole process takes minutes on your end.
EOPS and Final Declaration
At year end I prepare the End of Period Statement and Final Declaration — your new Self Assessment, done digitally and filed well ahead of the deadline.
Why Lean Ledger for MTD
MTD ITSA was designed for digital-first businesses. Lean Ledger was too.
MTD-native from day oneI built my practice around digital record keeping and cloud accounting — MTD ITSA is how I have always worked, not something I am adapting to.
All compatible softwareQuickBooks, Xero, or FreeAgent — whichever suits your business best, configured correctly for MTD ITSA from the start.
No jargon, everQuarterly updates, EOPS, Final Declaration — I will explain exactly what each one means and what you need to do. No acronym soup.
Deadlines tracked, alwaysFour submission windows per year, per income source. I track every one and file well in advance — no penalty points, no panic.
Ready to get MTD-compliant?
Book a free 20-minute intro call and I will walk you through what MTD ITSA means for your business — no obligation, no hard sell.
Typically responds within a few hours