{"id":26965,"date":"2026-01-06T17:12:10","date_gmt":"2026-01-06T17:12:10","guid":{"rendered":"https:\/\/www.sage.com\/en-gb\/blog\/?p=26965"},"modified":"2026-04-21T15:56:29","modified_gmt":"2026-04-21T14:56:29","slug":"free-e-book-mtd-for-income-tax-a-guide-to-switching-from-self-assessment","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-gb\/blog\/free-e-book-mtd-for-income-tax-a-guide-to-switching-from-self-assessment\/","title":{"rendered":"Free e-book: MTD for Income Tax\u2014A guide to switching from Self Assessment"},"content":{"rendered":"
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\n\t\t\t\t\t\t\tFree guides & templates<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t
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\n\t\t\t\t\t\tFree e-book: MTD for Income Tax\u2014A guide to switching from Self Assessment\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tGet our hands-on guide for sole traders and landlords: Learn how to do your business accounting under Making Tax Digital compared to how you were doing it before.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t

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\n\t\t\t\n\t\t\t\t\"\"\t\t\t\tKeir Thomas-Bryant<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n

If you\u2019re a sole trader or private landlord then you\u2019ll probably know all about the Self Assessment system, used to provide HMRC with yearly tax returns.<\/p>\n\n\n\n

The big news is that, as of April 2026, this has changed for millions of sole trader and landlord Income Tax payers. And by the end of the decade, it’ll have changed for the vast majority of them.<\/p>\n\n\n\n

That’s because Making Tax Digital Income Tax rules have been introduced. These replace Self Assessment as the way you do your tax accounting and communicate with HMRC.<\/p>\n\n\n\n

That\u2019s what this e-book is about. Consider it a translation guide\u2014MTD for Income Tax explained, showing how you did things previously\u2014and how you\u2019ll have to do them from now onwards.<\/p>\n\n\n\n

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E-Book: Switching from Self Assessment to Making Tax Digital<\/h2>\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\tGet MTD for Income Tax: A Guide to Switching From Self Assessment<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\"\"\t\t\t<\/div>\n<\/div>\n\n\n\n

This incredibly useful e-book covers the following:<\/p>\n\n\n\n

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  • What is MTD for Income Tax?<\/strong> How does MTD for Income Tax work? A short but thorough introduction to the legal requirements and what you need to do.<\/li>\n\n\n\n
  • How MTD affects your choice of accounting software<\/strong>\u2014what you can and can’t use for your accounting, and what features are required to stay compliant.<\/li>\n\n\n\n
  • Registering for MTD<\/strong>\u2014when does MTD start, how to get yourself onboarded, and what to do if you’re just starting a business or have been in business for some time.<\/li>\n\n\n\n
  • Taxes under MTD<\/strong>\u2014what changes about how you tell HMRC what it needs to know, and more.<\/li>\n\n\n\n
  • Receipts, bills, and expenses<\/strong>\u2014the importance of ensuring the way you capture data fits with the legal requirements of Making Tax Digital for Income Tax, plus how to go about it.<\/li>\n\n\n\n
  • Invoices and income<\/strong>\u2014ensuring you get paid in ways that are compliant with Making Tax Digital for Income Tax, and ensuring the data is always digital\u2014in ways that are easy.<\/li>\n\n\n\n
  • Working with accountants and bookkeepers<\/strong>\u2014how to let your accountant and\/or bookkeeper do most or all of Making Tax Digital for Income Tax on your behalf, and how to work with them to make it seamless. <\/li>\n<\/ul>\n\n\n\n

    This is one of the most important e-books you’ll read this year, and it’s a vital download for anybody who’s approaching Making Tax Digital as of April 2026, April 2027, or April 2028.<\/p>\n\n\n\n

    Get ahead now. Self employed, sole traders, and landlords all need this guide.<\/p>\n\n\n\n

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    E-Book: Switching from Self Assessment to Making Tax Digital<\/h2>\n\n\t\t\t\t\t\t\t\t\t
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    <\/p>\n

    Worried about following MTD’s rules in April 2026? This brief yet comprehensive guide explains what you need to know: How you do accounting now, and how you should do it in future.<\/p>\n

    <\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\tGet MTD for Income Tax: A Guide to Switching From Self Assessment<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\"\"\t\t\t<\/div>\n<\/div>\n\n\n\n

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    Subscribe to the Sage Advice newsletter<\/h2>\n\n\t\t\t\t\t\t\t\t\t
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    Join more than 500,000 UK readers and get the best business admin strategies and tactics, as well as actionable advice to help your company thrive, in your inbox every month.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\tSubscribe now<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\"\"\t\t\t<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

    Get our hands-on guide for sole traders and landlords: Learn how to do your business accounting under Making Tax Digital compared to how you were doing it before.<\/p>\n","protected":false},"author":280,"featured_media":16286,"menu_order":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_sage_video":false,"post_featured_image_hide":false,"footnotes":""},"categories":[139],"tags":[30,343],"business_type":[4],"lilypad":[],"context":[],"industry":[],"persona":[73,74,75],"imagine_tag":[142,334,170,727],"coauthors":[369],"class_list":["post-26965","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-free-guides-templates","tag-mtd-business","tag-making-tax-digital-for-income-tax","business_type-small-business"],"sage_meta":{"region":"en-gb","author_name":"Keir Thomas-Bryant","featured_image":"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2023\/09\/GettyImages-1414263386.jpg","imagine_tags":{"142":"Making Tax Digital for businesses","334":"Making tax digital for income tax","170":"Self Assessment","727":"Self Assessment and Making Tax Digital for Income Tax"}},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Sage Advice UK","distributor_original_site_url":"https:\/\/www.sage.com\/en-gb\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/posts\/26965","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/users\/280"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/comments?post=26965"}],"version-history":[{"count":3,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/posts\/26965\/revisions"}],"predecessor-version":[{"id":29717,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/posts\/26965\/revisions\/29717"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/media\/16286"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/media?parent=26965"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/categories?post=26965"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/tags?post=26965"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/business_type?post=26965"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/lilypad?post=26965"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/context?post=26965"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/industry?post=26965"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/persona?post=26965"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/imagine_tag?post=26965"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/coauthors?post=26965"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}