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Simplifying Making Tax Digital for accountants and bookkeepers

Get tax done your way

Digitise self assessment and get ready for MTD with expert support from real people. We are one of the few HMRC-recognised software providers with all the tools you need for efficient, collaborative, and profitable end-to-end workflows for every job and client.

Not working at an accountancy or bookkeeping practice? Go to our MTD hub

How will MTD for Income Tax affect you?

With Sage software and support, you can easily meet all requirements and leave no clients behind.

  • Digital record keeping: Record, sort, and submit for self assessment with integrated automated workflows. Move beyond shoeboxes and spreadsheets and digitise your client records.
  • Send quarterly updates: For impacted clients, submit quarterly income and expense summaries to HMRC. Digitise the records and automate transaction categorisation for seamless reporting.
  • Submit a tax return Final Declaration:  At year-end, make final adjustments to business income and expenses, report all income sources, and make a ‘Final Declaration’ to confirm accuracy. HMRC will then confirm the tax owed, payable by January 31st.

Customise workflows to help colleagues and clients digitise self-assessment and prepare for MTD for Income Tax with HMRC-recognised solutions

April 2026

MTD for Income Tax

Making Tax Digital for Income Tax applies to self-employed individuals and landlords with a total annual income of more than £50,000 from these income sources for a tax year.

Mandated businesses will be required to use MTD compatible software to keep digital records and submit quarterly summaries of income and expenses. In addition to this, mandated businesses will also need to submit a tax return to declare additional income sources such as interest and dividends, make tax adjustments and to make a ‘Final Declaration’ to confirm the information provided is complete and accurate. 

APRIL 2027

MTD for Income Tax

Making Tax Digital for Income Tax applies to self-employed individuals and landlords with a total annual income of between £30,000 and £50,000 for a tax year.

Mandated businesses will be required to use MTD compatible software to keep digital records and submit quarterly summaries of income and expenses. In addition to this, mandated businesses will also need to submit a tax return to declare additional income sources such as interest and dividends, make tax adjustments and to make a ‘Final Declaration’ to confirm the information provided is complete and accurate. 

Making Tax Digital simplified

MTD software for accountants and bookkeepers

Get started and get tax done your way. Get MTD compliant with scalable, AI-powered solutions, and expert support. Harness end-to-end workflows for every job and client.

Understand which clients are affected and plan

Understand the impact of MTD on your practice and clients, the services you will provide, and how you will communicate and deliver your plan.

  • Segment your client base to identify which clients are effected and what that means in terms of the services you can provide to work together.
  • With Client Management, complimentary with Sage for Accountants, you can manage all clients in a single customisable list. Use tags to track tasks for MTD deadlines and send emails to educate clients on MTD and recommend solutions.

Simplify digital records and tax submissions

Meet all the requirements for MTD for Income Tax with solutions for every client, relationship, and workflow. Get digital records, automated data entry, tax categorisation, quarterly reporting, and end of year tax submissions.

For Full Service to Clients:

  • AutoEntry Accounts Prep is perfect to transition from spreadsheets for streamlined tax work.
  • Sage Accounting with AutoEntry is ideal for more detailed records, automating manual records, categorisation, and more. 

For collaborative work with clients:

  • Sage Accounting offers digital record-keeping plans ideal for self-assessment tax needs. Enhance collaboration and productivity. Available via web and mobile.  

Re-engage clients to reflect MTD service offerings

Easily set expectations around MTD, re-engage clients, prepare pricing, proposals, letters of engagement and complete risk assessments.

  • Earn what you're worth. Boost profitability with clear, profitable pricing and professional, automated proposals and renewals.
  • Meet the highest compliance standards with smart engagement letters that evolve with regulatory changes and auto-update for you.
  • Remain assured with an anti-money laundering system backed by compliance experts. Carry out Know Your Client (KYC) and risk assessments tailored to your needs.