Making Tax Digital for Income Tax

Your document chasing just went quarterly.

From April 2026, clients with qualifying income over £50,000 file a quarterly update instead of one annual return. The first quarterly deadline is 7 August 2026. The records still have to come from the client, four times as often, on a client list that grows every April.

Start with ClaritySee how it works

We work with accounting, bookkeeping, and tax firms and nothing else.

One return became four. Then the list gets longer.

Before April 2026 you chased each client's records once a year. Now every in-scope client files four quarterly updates. Each update needs their records first, which means each update is another round of chasing. As the threshold falls, more of your client base moves into quarterly filing.

April 2026

Over £50,000

Qualifying income above £50,000 files quarterly. First update due 7 August 2026.

April 2027

Over £30,000

The threshold drops. A new band of clients comes into scope.

April 2028

Over £20,000

It drops again. The affected client count grows every April.

A rough number is fine. This is your in-scope client count from April 2026, before the threshold falls.

What automated document collection actually does.

  • Automated request sequences per client type, per quarter, so the right ask goes out at the right time without anyone remembering to send it.

  • Reminder logic that follows up until the files arrive, then stops. No client is chased twice for something they have already sent.

  • Secure intake connected to your existing storage. No new client portal for clients to ignore.

  • A live status view so your team can see what's outstanding at a glance, per client and per quarter.

  • Training and written handover, plus 30 days of post-launch support.

The guarantee

We baseline your document turnaround before we touch anything. If it hasn't measurably dropped 30 days after go-live, you get the full setup fee back.

MTD FAQ

MTD, answered straight.

No, and we would not claim that. Filing the quarterly updates stays your firm's job. What we automate is the part that eats your team's week: collecting the records from clients on time, every quarter. Faster, complete records make the filing itself easier, but the filing is yours.

From April 2026, sole traders and landlords with qualifying income over £50,000 file quarterly. The threshold falls to £30,000 in April 2027 and £20,000 in April 2028. Your own client list will tell you how many are affected now and how many join each April.

No. Intake connects to the storage you already use. Clients send records the way they already do, and the automation handles the requests, reminders, and filing them where your team expects to find them.

Start with Clarity.

A paid audit of your workflow, delivered in 5 business days or it's free, and credited in full against your first build. You get a map of where the hours go and a costed plan to get them back.

Start with ClarityOr call 07828 763040