Making Tax Digital for Income Tax
Making Tax Digital, made simple
Sole traders and landlords now need digital records and quarterly updates to HMRC. You snap your receipts; we look after Dext and HMRC for you.
Does it apply to you?
It depends on your income from self-employment and property
HMRC looks at your qualifying income: your combined turnover from self-employment and property, before expenses, on the tax return two years earlier.
Partnerships will join later. Some people can apply for an exemption, for example if they cannot use digital tools. If you are not sure where you stand, ask us and we will check for you.
What changes
Four updates a year, then your tax return
You keep your income and expenses in software that works with Making Tax Digital, and send HMRC a short summary every three months. After the year end you finish your tax return as now, by 31 January.
When and how you pay your tax does not change. For the 2026 to 2027 tax year, HMRC will not give penalty points for late quarterly updates, but late tax returns still count.
Your journey with us
From receipt to HMRC, every quarter
Your part takes a few seconds per receipt. We do the rest, and nothing is sent without your say-so.
You
1. Snap it
Photograph receipts in the Dext app, or email bills and invoices to your own Dext address. Add your sales invoices the same way.
Dext
2. Dext reads it
Dext picks out the supplier, date, amount and VAT, and keeps a copy of the receipt for you.
Tax Plus
3. We check it
Our team checks each item and codes it to the right category for your tax return.
Dext
4. Dext matches it
Dext matches each bank transaction to its receipt or invoice, so your records stay complete.
Tax PlusYou
5. You approve
Each quarter we send you the totals to look over. Nothing goes to HMRC until you are happy.
Tax PlusHMRC
6. We submit
We send your quarterly update to HMRC from Dext as your agent, and your tax return after the year end.
Our partner
We use Dext
Dext is the app our clients use to capture receipts, bills and invoices. Take a photo, forward an email or upload a file, and Dext reads the details and stores a copy of every document.
Dext is recognised by HMRC as software for Making Tax Digital for Income Tax. It keeps your income and expense records digital from start to finish, and we send your quarterly updates to HMRC straight from it. No more shoebox of receipts at the year end.
- Snap receipts on your phone
- Email bills straight in
- Every document kept with the transaction
- Recognised by HMRC for MTD
What we do for you
- Check whether and when Making Tax Digital applies to you
- Sign you up with HMRC and link you to us as your agent
- Set up Dext for your business and link your bank account
- Show you the Dext app, which takes about ten minutes
- Review your records and send your quarterly updates
- Prepare and file your tax return after the year end
Get ready for Making Tax Digital
Tell us about your business or rental income and we will tell you when Making Tax Digital starts for you and what you need to do.
Source: GOV.UK – Making Tax Digital for Income Tax. General information only, not advice for your circumstances.