Making Tax Digital
Making Tax Digital support without the confusion.
Digital records, compatible software and quarterly update support for sole traders and landlords.
MTD enquiry
Check whether your records are ready for Making Tax Digital.
Use this form if you want help understanding MTD, digital records, software setup or ongoing support.
- Share your details and the support you need.
- Forest Finance reviews your business setup.
- You receive the most useful next step.
Service overview
MTD for Income Tax is now live.
From 6 April 2026, qualifying sole traders and landlords with income over £50,000 must use compatible software. The threshold reduces in later phases.
What this solves
- You are unsure whether Making Tax Digital applies to you.
- Your records are not yet kept in suitable digital software.
- You want to avoid leaving MTD preparation until the last minute.
- You need practical support rather than jargon-heavy tax explanations.
What better looks like
- Know whether MTD is relevant to your situation.
- Move to a cleaner digital record-keeping process.
- Understand what information needs to be kept through the year.
- Have a clear plan for submissions and ongoing support.
What is included
MTD preparation, software and records.
Start with the option that fits your records and deadlines.
Review
MTD readiness review
Review the business or landlord setup and identify what needs to change before digital reporting becomes a pressure point.
Learn moreRecords
Digital records setup
Understand the records you need to keep and how to make the process more manageable.
Learn moreSoftware
Software guidance
Get practical guidance on FreeAgent or other suitable digital accounting tools.
Learn moreSupport
Ongoing submission support
Keep digital records organised through the year so future updates and year-end work feel more controlled.
Learn moreHow it works
Simple steps. Clear next move.
Check the current setup
Start by understanding business type, income, records and current software.
Build the digital process
Move records into a cleaner system that can support future submissions.
Keep it maintained
Use bookkeeping and review routines so MTD does not become a last-minute rush.
Modern accounting support
Make MTD feel manageable.
MTD, FreeAgent and bookkeeping can work as one clear record-keeping system.
- FreeAgent-ready setup
- Digital record keeping
- Landlord and sole trader support
- Package-ready support
FAQs
Common questions.
Who does MTD for Income Tax affect?
It is being introduced in phases for sole traders and landlords. The qualifying-income threshold is over £50,000 from 6 April 2026, over £30,000 from 6 April 2027 and over £20,000 from 6 April 2028. Forest Finance can help you check the current HMRC position for your circumstances.
What do I need to do under MTD for Income Tax?
People in scope need compatible software to keep digital records, send quarterly updates and submit their tax return. Exact responsibilities and exemptions depend on your circumstances.
Can Forest Finance help with FreeAgent?
Yes. Forest Finance can help you understand whether FreeAgent or another digital accounting setup is suitable for your business.
Do I need to change my bookkeeping process?
Many people will need cleaner digital records. Forest Finance can help you choose between bookkeeping, FreeAgent/software support or a consultation.
Next step
Not sure what you need?
Request a consultation and Forest Finance can point you towards the right support.
Keep exploring
Related pages.
Jump to the next page that helps.