MTD guide
Making Tax Digital for Income Tax
Who needs Making Tax Digital for Income Tax, when it starts for you (£50k, £30k, £20k), what counts as qualifying income and what to do now.
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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.
Checklist
First MTD quarterly update checklist
A step-by-step checklist for your first Making Tax Digital for Income Tax quarterly update: software, records, deadlines, review and submission.
Read the guideMTD guide
MTD guidance for landlords
How Making Tax Digital for Income Tax works for landlords: when it starts, how rents and jointly owned property count, records to keep and quarterly deadlines.
Read the guideChecklist
Monthly bookkeeping checklist
A 12-step monthly bookkeeping checklist for UK small businesses and sole traders: record, reconcile, chase, review and close the month in about an hour.
Read the guidePractical guide
How to switch bookkeepers
How to switch bookkeepers safely: check your notice terms, pick a clean cut-off date, transfer software access securely and agree who owns each deadline.
Read the guidePractical guide
Catch-up bookkeeping guide
Behind on your bookkeeping? How to find where your records stopped, gather what's missing, deal with deadlines first and get back to a monthly routine.
Read the guideSoftware guide
Bookkeeping software comparison (UK)
Compare Xero, QuickBooks, FreeAgent and Sage on price, Making Tax Digital, VAT and payroll, plus the free options. Written by a Xero-certified bookkeeper.
Read the guideBuying guide
How much does a bookkeeper cost?
What bookkeepers charge in the UK and Reading: typical hourly rates and monthly packages, what changes the price, and what a fair fixed quote should include.
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