Problem
How do I get ready for Making Tax Digital for Income Tax?
Check qualifying income and the start date, confirm whether an exemption may apply, choose compatible software and begin a digital record routine before the first update is due.
Ask Larissa about thisWhat useful support looks like
A clear result, not an open-ended promise.
- ✓An eligibility and readiness checklist
- ✓A compatible software process
- ✓Digital record setup
- ✓A quarterly update calendar
Before you ask for a quote
Use this practical checklist.
- 01
Check the relevant tax return income
- 02
Read the current HMRC threshold guidance
- 03
Review exemptions
- 04
Choose compatible software
- 05
Test the record workflow
Example
What this can look like in practice.
A sole trader receives an HMRC letter confirming an April 2026 start. Existing spreadsheets are reviewed and a compatible digital process is put in place for the first quarterly period.
This is an illustrative example, not a promise of a particular result or turnaround time.
Compare the process
From uncertainty to a defined bookkeeping routine.
| Area | Before support | With an agreed EBA scope |
|---|---|---|
| Records | HMRC guidance, thresholds and software choices feel disconnected from the current records | An eligibility and readiness checklist |
| Questions | Unclear items stay unresolved until a deadline is close | Questions are grouped, prioritised and resolved to an agreed timetable |
| Next step | No clear owner, cut-off date or completion point | A written scope sets responsibilities, timing and the next action |
Frequently asked questions
Clear answers before you commit.
What can i need help with making tax digital include?
A typical scope can include An eligibility and readiness checklist, A compatible software process, Digital record setup. The final proposal confirms exactly what is included before work starts.
What if I should already have started?
Use the current HMRC guidance and act promptly. The first step is to confirm eligibility, sign-up status, software and any missed record or update requirements.
How much will the work cost?
The fee is confirmed after the record condition, transaction volume, software, accounts and deadlines are reviewed. You receive a written fixed scope rather than an unsupported headline price.
Can Larissa work with my accountant?
Yes. With your permission, Larissa can organise records for your accountant and agree a clear handover. Tax advice, filing and bookkeeping responsibilities are separated in writing.
Official information
Check the current HMRC guidance.
Tax rules and deadlines can change. These official sources were checked when this page was reviewed on 30 July 2026.