Bookkeeping support for UK small businessesMTD for Income Tax guide

Service

What support do sole traders and landlords need for Making Tax Digital?

They need to confirm whether and when the rules apply, choose compatible software, keep digital records and establish a dependable update and tax-return routine.

Ask Larissa about this

What useful support looks like

A clear result, not an open-ended promise.

  • An MTD readiness review
  • A digital record-keeping process
  • Software setup support
  • A quarterly update timetable

Before you ask for a quote

Use this practical checklist.

  1. 01

    Check qualifying gross income

  2. 02

    Confirm the applicable start date

  3. 03

    Review available exemptions

  4. 04

    Choose compatible software

  5. 05

    Plan how records will be captured

Example

What this can look like in practice.

A landlord and sole trader has combined qualifying income above the relevant threshold. Both income sources are mapped into compatible software and a quarterly records timetable is agreed.

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.

AreaBefore supportWith an agreed EBA scope
RecordsThe MTD start date, qualifying income or software process is unclearAn MTD readiness review
QuestionsUnclear items stay unresolved until a deadline is closeQuestions are grouped, prioritised and resolved to an agreed timetable
Next stepNo clear owner, cut-off date or completion pointA written scope sets responsibilities, timing and the next action

Frequently asked questions

Clear answers before you commit.

What can making tax digital support include?

A typical scope can include An MTD readiness review, A digital record-keeping process, Software setup support. The final proposal confirms exactly what is included before work starts.

Does MTD for Income Tax apply to limited companies?

The current MTD for Income Tax rules covered here concern qualifying self-employment and property income. Check the official HMRC guidance for your circumstances.

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.

Written and reviewed by

Larissa Johnson

Founder of Easy Business Accounting and the direct point of contact for every EBA bookkeeping engagement.

About Larissa and service boundaries

Start with the current position

Get a written scope for the records and deadline you actually have.

Send a bookkeeping enquiry