{"id":1153,"date":"2026-10-26T07:23:36","date_gmt":"2026-10-26T07:23:36","guid":{"rendered":"https:\/\/tax2u.co.uk\/blog\/?p=1153"},"modified":"2026-10-26T07:23:37","modified_gmt":"2026-10-26T07:23:37","slug":"making-tax-digital-for-income-tax-what-should-you-do-before-filing","status":"publish","type":"post","link":"https:\/\/tax2u.co.uk\/blog\/2026\/10\/26\/making-tax-digital-for-income-tax-what-should-you-do-before-filing\/","title":{"rendered":"Making Tax Digital for Income Tax: what should you do before filing?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Making Tax Digital for Income Tax is changing how many self employed individuals and landlords maintain their records and report income to HMRC. If you are affected by the new rules, preparing your digital records before submitting an update can help you avoid errors and stay organised.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From 6 April 2026, the requirements apply to eligible sole traders and landlords with qualifying income above \u00a350,000 in the 2024 to 2025 tax year. The threshold will reduce to more than \u00a330,000 from April 2027 and more than \u00a320,000 from April 2028.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The good news is that you do not need to wait until the end of the tax year to get organised. Reviewing your records regularly can make digital tax reporting much easier.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">What Making Tax Digital requires<\/h2>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Making Tax Digital for Income Tax requires eligible taxpayers to use compatible software to keep digital records of their self employment and property income and expenses.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You must also send quarterly updates to HMRC and complete the required end of year tax return process through compatible software.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Quarterly updates are summaries of your income and expenses, not tax returns. You do not need to make year end accounting or tax adjustments before submitting an update. (<a href=\"https:\/\/www.gov.uk\/guidance\/use-making-tax-digital-for-income-tax\/send-quarterly-updates?utm_source=chatgpt.com\">HMRC quarterly update guidance<\/a>)<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Check whether the rules apply to you<\/h2>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Before preparing your records, check whether you need to use MTD for Income Tax.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The requirements apply to eligible sole traders and landlords who are registered for Self Assessment and whose qualifying income exceeds the relevant threshold.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Qualifying income means gross income from self employment and property before expenses are deducted. If you receive income from both sources, you may need to consider them together when checking whether you meet the threshold.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you are unsure when you need to start, use <a href=\"https:\/\/www.gov.uk\/guidance\/find-out-if-and-when-you-need-to-use-making-tax-digital-for-income-tax?utm_source=chatgpt.com\">HMRC&#8217;s online eligibility checker<\/a>.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Choose compatible software<\/h2>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Your software is an important part of MTD compliance.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Before submitting information to HMRC, make sure your chosen software can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create and store digital income and expense records.<\/li>\n\n\n\n<li>Categorise transactions correctly.<\/li>\n\n\n\n<li>Prepare and send quarterly updates.<\/li>\n\n\n\n<li>Connect securely with HMRC.<\/li>\n\n\n\n<li>Support the required end of year tax return.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If you use spreadsheets or more than one software product, check whether you need compatible software to transfer your records digitally.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Review your digital income records<\/h2>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Before sending your quarterly update, check that all relevant business income has been recorded.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Depending on your circumstances, this may include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sales and payments received from customers.<\/li>\n\n\n\n<li>Income from separate self employment activities.<\/li>\n\n\n\n<li>Rental income from property.<\/li>\n\n\n\n<li>Relevant payments received during the reporting period.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Check the amount and date of each transaction and make sure it has been assigned to the correct income category.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you receive income from more than one business or property activity, make sure the records are kept separately where required.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Check your business expenses<\/h2>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Accurate expense records can help you calculate your business profits correctly and avoid missing legitimate deductions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Review costs such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Business travel and mileage.<\/li>\n\n\n\n<li>Tools and equipment.<\/li>\n\n\n\n<li>Business insurance.<\/li>\n\n\n\n<li>Office costs and software.<\/li>\n\n\n\n<li>Professional fees.<\/li>\n\n\n\n<li>Qualifying property expenses.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Not every payment is an allowable business expense. Personal spending should not be included as a business cost, and expenses with both business and private use may need to be apportioned.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Keep receipts, invoices and other supporting evidence so you can explain the figures in your records if necessary.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Reconcile your records with supporting documents<\/h2>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Your digital records should reflect your actual business activity.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Compare the figures in your software with your bank statements, sales invoices, purchase invoices and receipts.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Look for missing transactions, duplicate entries, incorrect expense categories and amounts that do not agree with your supporting documents.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">HMRC requires you to keep supporting records as well as digital records. These can include invoices and bank statements used to prepare your tax return. (<a href=\"https:\/\/www.gov.uk\/guidance\/use-making-tax-digital-for-income-tax\/create-digital-records?utm_source=chatgpt.com\">HMRC digital record keeping guidance<\/a>)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Correct any errors as soon as you identify them so that your next quarterly update reflects the right information.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Understand your quarterly update deadline<\/h2>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">If you use standard update periods, the next quarterly update deadline is 7 November 2026.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This update covers the period from 6 April to 5 October 2026. MTD quarterly updates are cumulative, meaning the figures cover the tax year from 6 April to the end of the relevant reporting period.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If your accounting period runs from 1 April to 31 March and you use calendar update periods, your update due on 7 November covers 1 April to 30 September 2026.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Check your software settings before submitting because you cannot change your update period for the rest of the tax year after sending your first quarterly update. (<a href=\"https:\/\/www.gov.uk\/guidance\/use-making-tax-digital-for-income-tax\/send-quarterly-updates?utm_source=chatgpt.com\">HMRC update periods and deadlines<\/a>)<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Remember that quarterly updates are not tax returns<\/h2>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Many taxpayers worry that every quarterly update must include all their final tax calculations.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That is not the case.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Quarterly updates provide totals for your income and expense categories. You do not normally need to make year end tax adjustments or claim all your reliefs before sending an update.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After your final quarterly update, you must review your figures, make any necessary adjustments and include other income that needs to be reported before submitting your tax return through compatible software. This may include savings interest, dividends or other income not covered by your quarterly updates.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Your usual tax payment obligations also remain important. Making Tax Digital does not remove the need to pay your tax bill by the relevant deadline.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Keep your records organised throughout the year<\/h2>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Rather than waiting until the next deadline, establish a regular bookkeeping routine.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Update your transactions weekly or monthly, store receipts securely and review your records before each quarterly submission.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you use multiple software products, ensure the required digital links are in place. HMRC permits several methods of digital linking, but manually copying and pasting records between systems is not an acceptable method once the relevant digital linking rules apply.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">These habits can reduce administrative pressure and help you understand your business finances more clearly.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Prepare for your Self Assessment obligations<\/h2>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Making Tax Digital changes how you report self employment and property income, but it does not remove every part of Self Assessment.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You still need to complete the required end of year process and report other relevant income and information. You should also retain your supporting records for the required period.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Organising your records now gives you more time to resolve questions and prepare for the final tax calculation without rushing.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">How Tax2u can help<\/h2>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Making Tax Digital can feel complicated if you are unfamiliar with digital bookkeeping or quarterly submissions. You do not have to manage the process alone.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tax2u can help self employed individuals and landlords with:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Checking MTD eligibility.<\/li>\n\n\n\n<li>Choosing suitable compatible software.<\/li>\n\n\n\n<li>Organising digital income and expense records.<\/li>\n\n\n\n<li>Reviewing bookkeeping and supporting documents.<\/li>\n\n\n\n<li>Preparing quarterly updates.<\/li>\n\n\n\n<li>Completing Self Assessment and year end reporting.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Our team can help you understand your responsibilities and establish a practical system for keeping your records accurate and up to date.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Final thoughts<\/h2>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Preparing for Making Tax Digital for Income Tax starts with knowing whether the rules apply to you, choosing compatible software and keeping accurate digital records.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Review your income, check your expenses, reconcile transactions and correct errors before submitting your quarterly update. These simple steps can make digital tax reporting easier and help you approach your HMRC obligations with greater confidence.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><a href=\"https:\/\/www.tax2u.co.uk\/tax-return\/make-tax-digital\">If you need help preparing for Making Tax Digital, get back to us at Tax2u. Our team is here to help you organise your digital records, prepare your quarterly updates and stay compliant with HMRC.<\/a><\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n","protected":false},"excerpt":{"rendered":"<p>Making Tax Digital for Income Tax is changing how many self employed individuals and landlords&#8230;<\/p>\n","protected":false},"author":2,"featured_media":1157,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[223,49,9,6,239],"tags":[263,248,262,243,244],"class_list":["post-1153","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cis-tax-rebate-claims","category-expenses-savings-deductions","category-mtd","category-self-assessment-income-tax","category-vat-business-services","tag-bookkeeping","tag-expenses","tag-mtd","tag-self-assessment","tag-tax-return"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Making Tax Digital for Income Tax: what should you do before filing? 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