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Making Tax Digital for accountants, simplified

Get your clients digital for MTD for ITSA

Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) is delayed but don't delay your client digitisation plan. Now is the perfect time to get your clients ready and with our new Individual plans from Sage Accounting, you'll leave no clients behind. Join the webinar and download our guide Making Tax Digital for accountants to get started.

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

How MTD ITSA will affect you

Both you and your clients need to use MTD compatible software to submit tax returns and store digital records. While this brings challenges across workflows for accountants and bookkeepers, by using Sage Accounting, you can easily meet key requirements and leave no clients behind.

  • Go Digital: Record, sort and report for Self Assessment preparation. The new Individual plans from Sage Accounting mean you can throw away the shoebox and get your clients to keep digital records on the go. 
  • Send periodic updates: With client records digitised you can easily send a summary of income and expenses to HMRC every quarter for each source of business income.
  • Declare annual income: Send an End of Period Statement (EOPS) for each source of business income and submit a Final Declaration (FD) to complete your client’s Self Assessment 

Sage Accounting including the new Individual plans is available through Sage for Accountants – the platform for managing both client and practice subscriptions, recognised by HMRC as MTD ITSA compatible. 

April 2022

MTD for VAT

All VAT registered businesses are required to use MTD compatible software to keep digital records and submit VAT returns.
April 2026

MTD for ITSA

MTD for ITSA will be mandated for sole traders and landlords with an income of more than £50,000.

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 make a Final Declaration (which replaces the self-assessment paper return) either through MTD compatible software or through their HMRC online services account.

APRIL 2027

MTD for ITSA

MTD for ITSA will be mandated for sole traders and landlords with an income of between £30,000 and £50,000.

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 make a Final Declaration (which replaces the self-assessment paper return) either through MTD compatible software or through their HMRC online services account.

Get ready with Sage

MTD software for accountants

Start the process to stay MTD compliant with Sage software, and support clients with accounting and tax subscriptions.

Group your clients

Add and edit custom or pre-set tags to group clients using Client Management – complimentary with Sage for Accountants.

  • Tag clients that are affected by different MTD deadlines so that it’s easy to see which tasks you need to carry out
  • View all clients in one clear list to get organised