Making Tax Digital (MTD) for Self-Employed Individuals: Key Changes and Deadlines

on March 24, 2025

Making Tax Digital (MTD) is a UK government initiative aimed at modernizing the tax system by transitioning taxpayers to digital record-keeping and reporting. This move seeks to reduce errors, streamline processes, and make tax administration more efficient.

Key Deadlines for Self-Employed Individuals and Landlords:

  1. April 2026: Self-employed individuals and landlords with an annual business or property income exceeding £50,000 will be required to keep digital records and submit quarterly updates to HMRC using MTD-compatible software.
  2. April 2027: The MTD requirements will extend to those with annual business or property income over £30,000.

It’s important to note that these changes have been phased in to allow taxpayers ample time to prepare and adapt to the new system. The government has also announced a review to determine how MTD can be tailored to meet the needs of smaller businesses and those with income below the £30,000 threshold.

How We Can Help

As tax agents, we can guide you through the entire process, ensuring compliance with MTD requirements. We can:

  • Assess your eligibility and timeline for MTD implementation.
  • Set up and integrate MTD-compatible software tailored to your business needs.
  • Handle all necessary registrations with HMRC on your behalf.
  • Submit your quarterly reports accurately and on time, reducing the risk of penalties.

Voluntary Participation:

Before these deadlines, self-employed individuals and landlords can choose to voluntarily sign up for MTD for Income Tax to familiarize themselves with the system and benefit from digital record-keeping.

Penalties for Non-Compliance:

Failure to comply with MTD requirements once mandated can result in penalties. The new penalty regime will operate on a points-based system, where late submissions accrue penalty points leading to financial penalties.

Next Steps:

  • Assess Your Income: Determine if your annual business or property income exceeds the £50,000 or £30,000 thresholds to identify when MTD will apply to you.
  • Choose Compatible Software: Select MTD-compatible software that suits your business needs. HMRC provides a list of compatible software options.
  • Seek Professional Assistance: Our team can help you transition smoothly, ensuring you meet all obligations with minimal hassle.
  • Stay Informed: Regularly check official HMRC communications and the GOV.UK website for updates and guidance on MTD implementation.

By proactively preparing for these changes and seeking expert assistance, self-employed individuals and landlords can ensure a smooth transition to the digital tax system and avoid potential penalties. Contact us today to get started!

Filed under  Blog • Tax 

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