Bookkeeping support for UK small businessesMTD for Income Tax guide

Resources

Practical answers for the bookkeeping task in front of you.

Each guide has a named author, publication date, review date, sources and a direct next step.

01

MTD guide

Making Tax Digital for Income Tax

The 2026, 2027 and 2028 thresholds, digital records, software and quarterly updates explained for sole traders and landlords.

By Larissa Johnson · Reviewed 29 July 2026
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02

Checklist

First MTD quarterly update checklist

A practical checklist for preparing the first quarterly update under Making Tax Digital for Income Tax.

By Larissa Johnson · Reviewed 29 July 2026
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03

MTD guide

MTD guidance for landlords

How qualifying property income, digital records, software and quarterly updates affect landlords.

By Larissa Johnson · Reviewed 29 July 2026
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04

Checklist

Monthly bookkeeping checklist

A repeatable month-end routine for receipts, reconciliations, unpaid invoices, deadlines and useful review.

By Larissa Johnson · Reviewed 29 July 2026
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05

Practical guide

How to switch bookkeepers

A controlled handover checklist covering dates, access, deadlines and unresolved questions.

By Larissa Johnson · Reviewed 29 July 2026
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06

Practical guide

Catch-up bookkeeping guide

How to assess overdue records, define the catch-up period and avoid guessing at unsupported figures.

By Larissa Johnson · Reviewed 29 July 2026
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07

Software guide

Bookkeeping software comparison

A practical framework for comparing Xero, QuickBooks, FreeAgent and Sage without choosing on feature count alone.

By Larissa Johnson · Reviewed 29 July 2026
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08

Buying guide

Bookkeeping cost guide

What changes the cost of bookkeeping and what a clear fixed-fee proposal should explain.

By Larissa Johnson · Reviewed 29 July 2026
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