MAKING TAX DIGITAL BOOKKEEPING · UK
Making Tax Digital asks for records kept in software, not on paper or in a pile of receipts. We keep those digital records for you every UK working day, in the software you already use, so your VAT return or quarterly update starts from clean figures.
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WHAT MAKING TAX DIGITAL MEANS FOR YOUR BOOKS
Most people think of Making Tax Digital as a new way to send a return. The bigger change sits underneath. Your records have to be kept in software, and figures have to move from those records to HMRC without being retyped. That only works if the books are kept up to date. That daily work is what we do.
MAKING TAX DIGITAL FOR VAT
All VAT-registered businesses should now be signed up for Making Tax Digital for VAT, so VAT records are kept in software and the return is sent from it. The same daily routine covers that work, set out on our page on VAT bookkeeping and MTD for VAT records.
MAKING TAX DIGITAL FOR INCOME TAX
Making Tax Digital for Income Tax covers sole traders and landlords registered for Self Assessment. GOV.UK says those with qualifying income over £50,000 in 2024 to 2025 should have started from 6 April 2026. Those over £30,000 in 2025 to 2026 start from 6 April 2027. Those over £20,000 in 2026 to 2027 start from 6 April 2028. If you let property, see bookkeeping for landlords under MTD and Making Tax Digital for landlords explained.
Once you are in, your software adds up your digital records every three months for each self-employment and property business. These quarterly updates are summaries, not tax returns. The deadlines are 7 August, 7 November, 7 February and 7 May. An update is only as good as the records behind it. If the books are kept daily, there is no scramble at the end of each quarter.
THE DAILY ROUTINE
Every UK working day we open your software and work through what has arrived. Bank and card lines are reconciled. Receipts and invoices are matched to the payment they belong to. Anything we cannot place goes on a short list.
With your permission, we watch the finance inbox you agree with us for supplier invoices and receipts. Missing invoices and receipts are followed up, with you or the supplier, in the way you choose. At the end of each month you get a short financial summary in plain English, with any open questions.
YOUR SOFTWARE STAYS YOURS
Making Tax Digital needs compatible software. You may already have it. We work in Xero, QuickBooks, Sage, FreeAgent, Zoho Books, Clear Books, KashFlow, Pandle, QuickFile, FreshBooks and VT Transaction+, along with capture tools such as Dext, Hubdoc and AutoEntry.
You keep your own subscription, paid by you and separate from our fee. Where the software supports it, you invite us as a user and can remove that access at any time. If you are still on spreadsheets, we can talk through your options on a free call. Our guide on using Excel for Making Tax Digital explains how spreadsheets fit in.
WHAT IS QUOTED SEPARATELY
The monthly packages cover the bookkeeping that Making Tax Digital relies on. Sending things to HMRC is a separate piece of work. Quarterly update submissions for Income Tax, VAT return submission, tax returns, payroll, CIS returns and statutory filings are all quoted separately.
If you keep an accountant for the filing side, we keep the records clean and your accountant reviews and submits from the same software. We agree who does what at the start, so nothing is done twice and nothing is missed.
STARTING FROM BEHIND
If your records are months behind, or still sit on paper and in emails, a quarterly deadline makes that harder to ignore. We review your records first and agree a catch-up plan with a separate quote. Then the daily routine keeps things current from that point on.
Read about catch-up bookkeepingMTD BOOKKEEPING PRICES
Use your annual turnover to find your starting point. We review your software, your volumes and how paperwork reaches you, then confirm one fixed monthly fee in your quote. One business entity per package. Above £5 million turnover, we give a tailored quote.
FOR SMALL BUSINESSES
Daily bookkeeping for sole traders, consultants and small businesses who want their time back.
£295/ month
Talk about EssentialsFOR GROWING BUSINESSES
For growing agencies, trades and service businesses with more people, purchases and paperwork.
£495/ month
Talk about PlusFOR ESTABLISHED BUSINESSES
For established teams who need someone keeping the day-to-day books moving across their business.
£795/ month
Talk about ManagedPrices are per month, with the final fee confirmed in your quote. Your software subscription is separate. Catch-up work, quarterly update submissions, VAT return submission, tax returns, payroll, CIS returns and statutory filings are quoted separately. Full pricing details →
LET’S TALK ABOUT MAKING TAX DIGITAL
Tell us whether you are VAT-registered, whether Making Tax Digital for Income Tax applies to you, which software you use and where your paperwork arrives. In a 30-minute call we will talk through the daily routine and the monthly fee that fits. You can also call 020 7123 9335, email [email protected] or message us on WhatsApp.
Book a free callSources: GOV.UK, Check if you're eligible for Making Tax Digital for Income Tax; Send quarterly updates; Making Tax Digital for VAT; VAT Notice 700/22. Checked October 2026.
